Tanager Wealth Management LLP Portfolio Holdings
Q3 2025•132 long positions•$952.4M portfolio value
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Holding136 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $135.5M 14.23% | +$16.6M Bought | — 930.4K shares | 816.7K → 930.4K +$16.6M | +13.93% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $103.8M 10.9% | -$7.2M Sold | — 2.1M shares | 2.2M → 2.1M −$7.2M | -6.49% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $69.3M 7.28% | -$2.5M Sold | — 1.2M shares | 1.2M → 1.2M −$2.5M | -3.46% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $67.3M 7.07% | -$1.3M Sold | — 205.1K shares | 209.1K → 205.1K −$1.3M | -1.91% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $51.1M 5.36% | +$5.6M Bought | — 1.2M shares | 1.1M → 1.2M +$5.6M | +12.2% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $34.3M 3.6% | +$15.2M Bought | — 1.4M shares | 798.8K → 1.4M +$15.2M | +79.97% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $30.3M 3.18% | +$846.9K Bought | — 379.4K shares | 368.8K → 379.4K +$846.9K | +2.88% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $27.7M 2.91% | +$909.0K Bought | — 511.3K shares | 494.5K → 511.3K +$909.0K | +3.39% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $27.4M 2.87% | +$753.8K Bought | — 399.9K shares | 388.9K → 399.9K +$753.8K | +2.83% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $26.8M 2.81% | -$1.9M Sold | — 267.2K shares | 286.0K → 267.2K −$1.9M | -6.59% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $24.5M 2.57% | -$3.2M Sold | 0.001% 100.4K shares | 113.6K → 100.4K −$3.2M | -11.62% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $22.9M 2.4% | +$2.6M Bought | — 1.3M shares | 1.1M → 1.3M +$2.6M | +12.64% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $21.3M 2.23% | -$178.1K Sold | — 242.1K shares | 244.1K → 242.1K −$178.1K | -0.83% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $21.0M 2.2% | -$907.9K Sold | — 193.0K shares | 201.4K → 193.0K −$907.9K | -4.15% | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $20.4M 2.14% | +$2.0M Bought | 0.001% 80.1K shares | 72.2K → 80.1K +$2.0M | +10.91% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $20.3M 2.13% | -$6.8M Sold | — 204.4K shares | 272.6K → 204.4K −$6.8M | -25.03% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $16.0M 1.68% | +$6.8M Bought | — 321.7K shares | 185.2K → 321.7K +$6.8M | +73.67% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $14.9M 1.57% | +$6.5M Bought | — 319.5K shares | 179.5K → 319.5K +$6.5M | +77.99% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $14.7M 1.54% | -$233.4K Sold | — 38.8K shares | 39.4K → 38.8K −$233.4K | -1.56% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $14.6M 1.53% | +$1.9M Bought | — 461.9K shares | 401.8K → 461.9K +$1.9M | +14.96% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $14.5M 1.52% | — | — 598.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.2M 1.49% | -$215.9K Sold | — 190.6K shares | 193.5K → 190.6K −$215.9K | -1.5% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $12.6M 1.33% | +$324.3K Bought | 0.0% 24.4K shares | 23.8K → 24.4K +$324.3K | +2.63% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.1M 1.07% | -$221.6K Sold | — 116.2K shares | 118.7K → 116.2K −$221.6K | -2.14% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $9.1M 0.96% | +$2.2M Bought | — 179.4K shares | 135.3K → 179.4K +$2.2M | +32.57% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $7.5M 0.784% | +$657.2K Bought | — 12.2K shares | 11.1K → 12.2K +$657.2K | +9.65% | — — | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $6.9M 0.73% | +$288.1K Bought | 0.0% 28.6K shares | 27.4K → 28.6K +$288.1K | +4.32% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.7M 0.7% | -$551.0K Sold | — 46.8K shares | 50.6K → 46.8K −$551.0K | -7.63% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $6.3M 0.665% | +$3.7M Bought | — 93.0K shares | 38.5K → 93.0K +$3.7M | +141.63% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.9M 0.616% | -$955.0 Sold | — 79.9K shares | 79.9K → 79.9K −$955.0 | -0.02% | — — | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $5.4M 0.572% | +$371.3K Bought | 0.0% 24.8K shares | 23.1K → 24.8K +$371.3K | +7.32% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.4M 0.565% | +$83.6K Bought | — 67.1K shares | 66.1K → 67.1K +$83.6K | +1.58% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.1M 0.54% | +$1.4M Bought | — 162.5K shares | 118.2K → 162.5K +$1.4M | +37.51% | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | $4.5M 0.474% | -$811.5K Sold | 0.0% 6.1K shares | 7.3K → 6.1K −$811.5K | -15.24% | $1.84T Mega Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $3.6M 0.382% | +$3.6M New | 0.008% 15.8K shares | 0 → 15.8K +$3.6M | New | $43.0B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $3.4M 0.358% | +$190.4K Bought | — 24.8K shares | 23.4K → 24.8K +$190.4K | +5.91% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $3.3M 0.344% | +$25.2K Bought | — 34.3K shares | 34.1K → 34.3K +$25.2K | +0.78% | — — | Q4 2022 Held for 2y 11m | |
Tobacco Consumer Defensive | $3.2M 0.332% | -$95.9K Sold | 0.001% 19.5K shares | 20.1K → 19.5K −$95.9K | -2.94% | $252.48B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 0.315% | -$32.4K Sold | — 12.4K shares | 12.5K → 12.4K −$32.4K | -1.07% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $2.8M 0.291% | +$892.7K Bought | 0.0% 14.9K shares | 10.1K → 14.9K +$892.7K | +47.43% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.7M 0.283% | +$7.4K Bought | — 10.6K shares | 10.6K → 10.6K +$7.4K | +0.27% | — — | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $2.6M 0.274% | -$12.6K Sold | 0.0% 5.2K shares | 5.2K → 5.2K −$12.6K | -0.48% | $1.08T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 0.21% | +$694.2K Bought | — 3.0K shares | 2.0K → 3.0K +$694.2K | +53.33% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 0.202% | +$4.2K Bought | — 29.1K shares | 29.1K → 29.1K +$4.2K | +0.22% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.164% | -$690.8K Sold | — 33.5K shares | 48.3K → 33.5K −$690.8K | -30.68% | — — | Q1 2024 Held for 1y 8m | |
Medical - Devices Healthcare | $1.4M 0.151% | — | 1.72% 1.0M shares | — | — | $83.5M Micro Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.4M 0.146% | — | — 3.8K shares | — | — | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.4M 0.144% | +$109.5K Bought | — 25.8K shares | 23.7K → 25.8K +$109.5K | +8.66% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.3M 0.141% | +$105.1K Bought | — 2.2K shares | 2.1K → 2.2K +$105.1K | +8.46% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $1.2M 0.131% | +$276.4K Bought | 0.0% 8.0K shares | 6.3K → 8.0K +$276.4K | +28.42% | $312.88B Mega Cap | Q4 2021 Held for 3y 11m |
