Tanager Wealth Management LLP

RIA/Wealth

Tanager Wealth Management LLP is a RIA/Wealth led by Kristopher Karr Heck, reporting $1.3B in AUM as of Q3 2025 with 85% ETF concentration, 60% concentrated in top 10 holdings, and minimal technology exposure.

Managing PartnerKristopher Karr Heck

Portfolio Value: $952.4M
Positions: 132
Top Holding: ITOT at 14.23%
Last Reported: Q3 2025

Address7th Floor, East Wing, Vintners Place, 68 Upper Thames Street, London, EC4V 3BJ, United Kingdom

Top Holdings

Largest long holdings in Tanager Wealth Management LLP's portfolio (60.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$135.5M	14.23%	+$16.6M Bought	— 930.4K shares	Q1 2025 Held for 8 months
2 BondBloxx Bloomberg Six Month Target Duration US Treasury XHLF	ETF ETF	$103.8M	10.90%	-$7.2M Sold	— 2.1M shares	Q4 2022 Held for 2y 11m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$69.3M	7.28%	-$2.5M Sold	— 1.2M shares	Q4 2021 Held for 3y 11m
4 Vanguard Total Stock Market VTI	ETF ETF	$67.3M	7.07%	-$1.3M Sold	— 205.1K shares	Q4 2021 Held for 3y 11m
5 BKAG BNY Mellon Core Bond BKAG	ETF ETF	$51.1M	5.36%	+$5.6M Bought	— 1.2M shares	Q4 2022 Held for 2y 11m
6 Invesco International Corporate Bond PICB	ETF ETF	$34.3M	3.60%	+$15.2M Bought	— 1.4M shares	Q4 2021 Held for 3y 11m
7 Vanguard FTSE Europe VGK	ETF ETF	$30.3M	3.18%	+$846.9K Bought	— 379.4K shares	Q4 2021 Held for 3y 11m
8 Vanguard FTSE Emerging Markets VWO	ETF ETF	$27.7M	2.91%	+$909.0K Bought	— 511.3K shares	Q4 2021 Held for 3y 11m
9 Dimensional U.S. Small Cap DFAS	ETF ETF	$27.4M	2.87%	+$753.8K Bought	— 399.9K shares	Q2 2022 Held for 3y 5m
10 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$26.8M	2.81%	-$1.9M Sold	— 267.2K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Tanager Wealth Management LLP's latest filing

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Market Value

$952.4M

Prior: $847.9M

Q/Q Change

+12.33%

+$104.5M

Net Flows % of MV

+5.01%

Turnover Ratio

5.74%

New Purchases

7 stocks

$5.0M

Added To

60 stocks

+$72.7M

Sold Out Of

4 stocks

$1.6M

Reduced Holdings

40 stocks

-$28.4M

Increased Positions

Position	Shares Δ	Change
1 Reddit RDDT	New	0 → 15.8K +$3.6M
2 Micron Technology MU	New	0 → 1.8K +$294.1K
3 KLA Corporation KLAC	New	0 → 223.0 +$240.6K
4 iShares Core 1-5 Year USD Bond ETF ISTB	New	0 → 4.8K +$233.9K
5 International Business Machines IBM	New	0 → 757.0 +$213.6K

Decreased Positions

Position	Shares Δ	Change
1 Hess HES	Sold	5.0K → 0 −$688.5K
2 Capital One Financial COF	Sold	1.7K → 0 −$364.9K
3 iShares Russell 1000 Value IWD	Sold	1.8K → 0 −$347.9K
4 iShares 0-5 Year TIPS Bond STIP	Sold	2.0K → 0 −$208.1K
5 GLD SPDR Gold Trust GLD	-44.87%	1.7K → 929.0 −$268.7K