Tanager Wealth Management LLP

CIK

1892929

Location

Goring On Thames, X0

Portfolio Value

Mid $1,118,465,026

Diversification

Diversified

Filing Date

Global Rank

#2,329 / 8,794 ▲ 209 · as of Jun 2026

Top Industry

Internet Content & Information 40.7%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

112 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.3%

+12.7 pts

Top 5

59.3%

+4.9 pts

Top 10

82.7%

+0.6 pts

HHI

1,070

Diversified+291

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	85.6%	$957,594,242	27
Communication Services	5.9%	$66,158,483	5
Technology	4.9%	$54,427,868	25
Financial Services	0.9%	$9,819,018	12
Consumer Cyclical	0.7%	$7,870,956	7
Consumer Defensive	0.7%	$7,692,140	9
Healthcare	0.6%	$6,666,044	10
Energy	0.4%	$4,169,365	4
Industrials	0.3%	$3,357,748	11
Utilities	0.0%	$444,993	1
Basic Materials	0.0%	$264,169	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAB	Invesco Taxable Municipal Bond ETF	+823,441	4,499,641	$104,211,685
—		+386,502	943,490	$46,580,101
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+70,867	2,383,416	$282,774,168
VEU	Vanguard FTSE All-World Ex-US ETF	+18,543	1,275,285	$109,009,126
GOOGL	Alphabet Inc.	+14,064	169,262	$59,949,311
VB	Vanguard Morningstar Small-Cap ETF	+8,814	244,868	$90,269,484
EDV	Vanguard World Funds Extended Duration ETF	+6,178	6,754	$713,469
VXUS	Vanguard Total International Stock ETF	+3,870	83,725	$7,157,650
KLAC	Kla Corp	+2,557	2,795	$843,279
NVDA	Nvidia Corp	+1,912	21,939	$4,389,774
VIGI	Vanguard International Dividend Appreciation ETF	+1,140	2,884	$455,758
NFLX	Netflix Inc	+1,083	7,117	$508,153
XOM	ExxonMobil Holdings Corp	+1,066	8,164	$1,116,182
AXP	American Express Co	+964	3,061	$1,035,383
HD	Home Depot, Inc.	+961	2,180	$768,842
FCAL	First Trust California Municipal High income ETF	+927	49,731	$889,190
META	Meta Platforms, Inc.	+693	8,172	$4,603,205
WMT	Walmart Inc.	+560	5,260	$595,747
KO	Coca Cola Co	+495	4,168	$338,733
FITB	Fifth Third Bancorp	+448	6,602	$372,154
IBM	International Business Machines Corp	+445	1,436	$403,817
AMD	Advanced Micro Devices Inc	+374	2,219	$1,289,039
TSLA	Tesla, Inc.	+346	1,528	$642,676
AVGO	Broadcom Inc.	+345	4,465	$1,686,653
PM	Philip Morris International Inc.	+333	17,755	$3,212,057
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	−491,467	1,214,038	$61,126,856
BKAG	BNY Mellon Core Bond ETF	−185,899	1,018,696	$42,734,297
AFK	VanEck Africa Index ETF	−81,364	1,664,400	$41,238,831
BIV	Vanguard Intermediate-Term Bond ETF	−56,488	106,623	$7,827,194
VEA	Vanguard FTSE Developed Markets ETF	−54,238	1,074,057	$76,526,561
VANI	Vivani Medical, Inc.	−33,809	607,276	$753,022
DCOR	Dimensional US Core Equity 1 ETF	−19,737	951,111	$51,838,710
AAPL	Apple Inc.	−11,999	67,484	$19,527,170
DEO	Diageo PLC	−5,938	6,507	$523,032
ACSG	American Century Small Cap Growth Insights ETF	−3,608	175,042	$22,419,379
DELL	Dell Technologies Inc.	−2,714	2,412	$1,040,681
AMZN	Amazon Com Inc	−2,201	20,252	$4,826,861
ABT	Abbott Laboratories	−412	2,947	$267,410
PPG	Ppg Industries Inc	−368	2,178	$264,169
VIG	Vanguard Dividend Appreciation ETF	−196	2,999	$709,623
MCD	Mcdonalds Corp	−185	1,232	$333,021
PEP	Pepsico Inc	−175	1,692	$229,096
SBUX	Starbucks Corp	−151	2,870	$293,285
PG	PROCTER & GAMBLE Co	−139	6,126	$898,316
JNJ	Johnson & Johnson	−117	2,245	$570,162
COST	Costco Wholesale Corp /New	−68	909	$850,342
CVX	Chevron Corp	−56	9,528	$1,579,361
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−37	1,914	$914,068
SPY	Spdr S&P 500 ETF Trust	−31	2,707	$2,021,506
QQQ	Invesco Qqq Trust, Series 1	−11	1,855	$1,366,022
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
TACN	T. Rowe Price Active Core International Equity ETF	15,885	$652,873
INTC	Intel Corp	3,633	$507,275
CSCO	Cisco Systems, Inc.	2,825	$331,824
PANW	Palo Alto Networks Inc	968	$330,107
SNDK	Sandisk Corp	145	$329,690
TXN	Texas Instruments Inc	1,065	$317,444
GE	General Electric Co	796	$297,489
FIX	Comfort Systems USA Inc	148	$293,328
POWL	Powell Industries Inc	1,011	$289,509
CM	Canadian Imperial Bank Of Commerce /Can/	2,296	$264,040
GLW	Corning Inc /Ny	999	$255,174
URI	United Rentals, Inc.	223	$252,634
DIS	Walt Disney Co	2,533	$243,801
GEV	GE Vernova Inc.	199	$233,797
ALAB	Astera Labs, Inc.	475	$229,434
MRVL	Marvell Technology, Inc.	739	$220,140
SHOP	Shopify Inc.	1,914	$218,540
BAC	Bank Of America Corp /De/	3,742	$213,219
CL	Colgate Palmolive Co	2,310	$211,780
ADP	Automatic Data Processing Inc	933	$208,945
ANET	Arista Networks, Inc.	1,216	$206,574
NVS	Novartis AG	1,281	$200,758
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
BSX	Boston Scientific Corp	5,031	$315,695
NEM	NEWMONT Corp /DE/	2,514	$272,140
—		1,924	$246,502
MDB	MongoDB, Inc.	945	$231,307
INTU	Intuit Inc.	529	$228,729
MSTR	Strategy Inc	1,731	$216,028
CWI	State Street SPDR MSCI ACWI ex-US ETF	4,669	$213,139
BNDW	Vanguard Total World Bond ETF	2,530	$200,553
HLN	Haleon plc	13,603	$136,166
LYG	Lloyds Banking Group plc	13,170	$66,245
WIT	Wipro Ltd	12,987	$27,532
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

112 tracked positions · $1,118,465,026 total · filing declares 158 positions · $1,148,374,046 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 112 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	2,383,416	+70,867	$282,774,168	—	25.28%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	1,275,285	+18,543	$109,009,126	+13.1%	9.75%
BAB	Invesco Taxable Municipal Bond ETF	Added	4,499,641	+823,441	$104,211,685	+22.7%	9.32%
VB	Vanguard Morningstar Small-Cap ETF	Added	244,868	+8,814	$90,269,484	+16.1%	8.07%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	1,074,057	-54,238	$76,526,561	+5.8%	6.84%
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	Reduced	1,214,038	-491,467	$61,126,856	−28.8%	5.47%
GOOGL	Alphabet Inc. Communication Services	Added	169,262	+14,064	$59,949,311	+34.6%	5.36%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	951,111	-19,737	$51,838,710	+7.5%	4.63%
		Added	943,490	+386,502	$46,580,101	+68.9%	4.16%
BKAG	BNY Mellon Core Bond ETF	Reduced	1,018,696	-185,899	$42,734,297	−15.9%	3.82%
AFK	VanEck Africa Index ETF	Reduced	1,664,400	-81,364	$41,238,831	−3.0%	3.69%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	175,042	-3,608	$22,419,379	+12.9%	2.00%
AAPL	Apple Inc. Technology	Reduced	67,484	-11,999	$19,527,170	−3.2%	1.75%
MSFT	Microsoft Corp Technology	Added	44,118	+149	$16,456,896	+1.1%	1.47%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	106,623	-56,488	$7,827,194	−34.8%	0.70%
VXUS	Vanguard Total International Stock ETF	Added	83,725	+3,870	$7,157,650	+16.2%	0.64%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	20,252	-2,201	$4,826,861	+3.2%	0.43%
META	Meta Platforms, Inc. Communication Services	Added	8,172	+693	$4,603,205	+7.6%	0.41%
NVDA	Nvidia Corp Technology	Added	21,939	+1,912	$4,389,774	+25.7%	0.39%
ADPV	Adaptiv Select ETF	Held	129,100	0	$3,782,113	+8.0%	0.34%
PM	Philip Morris International Inc. Consumer Defensive	Added	17,755	+333	$3,212,057	+11.5%	0.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,303	+111	$2,653,568	+6.7%	0.24%
MU	Micron Technology Inc Technology	Added	2,097	+195	$2,420,546	+276.7%	0.22%
CADL	Candel Therapeutics, Inc. Healthcare	Held	198,175	0	$2,041,202	+110.2%	0.18%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,707	-31	$2,021,506	+13.5%	0.18%
AVGO	Broadcom Inc. Technology	Added	4,465	+345	$1,686,653	+32.3%	0.15%
CVX	Chevron Corp Energy	Reduced	9,528	-56	$1,579,361	−20.4%	0.14%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,855	-11	$1,366,022	+26.8%	0.12%
AMD	Advanced Micro Devices Inc Technology	Added	2,219	+374	$1,289,039	+243.4%	0.12%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,885	+177	$1,271,677	+16.6%	0.11%
		Added	4,737	+1	$1,166,296	+19.7%	0.10%
XOM	ExxonMobil Holdings Corp Energy	Added	8,164	+1,066	$1,116,182	−7.3%	0.10%
ABBV	AbbVie Inc. Healthcare	Added	4,146	+207	$1,043,299	+21.8%	0.09%
DELL	Dell Technologies Inc. Technology	Reduced	2,412	-2,714	$1,040,681	+23.7%	0.09%
AXP	American Express Co Financial Services	Added	3,061	+964	$1,035,383	+63.2%	0.09%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,914	-37	$914,068	+38.6%	0.08%
COP	Conocophillips Energy	Added	8,744	+172	$909,026	−19.7%	0.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,126	-139	$898,316	−0.7%	0.08%
FCAL	First Trust California Municipal High income ETF	Added	49,731	+927	$889,190	+2.6%	0.08%
GS	Goldman Sachs Group Inc Financial Services	Added	865	+76	$874,835	+31.1%	0.08%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Added	416	+2	$865,608	+10.9%	0.08%
RDDT	Reddit, Inc. Communication Services	Added	4,920	+15	$854,013	+29.3%	0.08%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	909	-68	$850,342	−12.7%	0.08%
KLAC	Kla Corp Technology	Added	2,795	+2,557	$843,279	+140.6%	0.08%
MO	Altria Group, Inc. Consumer Defensive	Added	11,578	+25	$833,037	+9.3%	0.07%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,180	+961	$768,842	+91.8%	0.07%
VANI	Vivani Medical, Inc. Healthcare	Reduced	607,276	-33,809	$753,022	+17.5%	0.07%
LLY	ELI LILLY & Co Healthcare	Added	610	+51	$731,652	+42.3%	0.07%
EDV	Vanguard World Funds Extended Duration ETF	Added	6,754	+6,178	$713,469	+1320.3%	0.06%
VIG	Vanguard Dividend Appreciation ETF	Reduced	2,999	-196	$709,623	+3.3%	0.06%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.