Tanager Wealth Management LLP

CIK

1892929

Location

Goring On Thames, X0

Portfolio Value

Small $117,599,226

Diversification

Diversified

Filing Date

Global Rank

#5,587 / 8,517 ▼ 2022

Top Industry

Consumer Electronics 17.3%

3Y Alpha vs SPY

-1.4%

Period ended 46 days ago

Filed Jul 23, 2026 · 23d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+69.7%

SPY

+75.3%

Annualised alpha

-1.3%

Max drawdown

−14.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

16.6%

−7.8 pts

Top 5

49.4%

−23.2 pts

Top 10

62.0%

−22.4 pts

HHI

681

Diversified−611

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	46.3%	$54,427,868	25
Communication Services	16.1%	$18,944,409	5
Financial Services	7.9%	$9,255,839	11
Consumer Cyclical	6.7%	$7,870,956	7
Consumer Defensive	6.5%	$7,692,140	9
Healthcare	5.7%	$6,666,044	10
Unclassified	3.8%	$4,505,695	4
Energy	3.5%	$4,169,365	4
Industrials	2.9%	$3,357,748	11
Utilities	0.4%	$444,993	1
Basic Materials	0.2%	$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
KLAC	Kla Corp	+2,557	2,795	$843,279
NVDA	Nvidia Corp	+1,912	21,939	$4,389,774
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
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
ISRG	Intuitive Surgical Inc	+309	749	$297,862
NEE	Nextera Energy Inc	+226	5,070	$444,993
ORCL	Oracle Corp	+211	3,433	$503,106
ABBV	AbbVie Inc.	+207	4,146	$1,043,299
AZN	Astrazeneca PLC	+206	1,550	$293,911
MU	Micron Technology Inc	+195	2,097	$2,420,546
MS	Morgan Stanley	+185	3,288	$687,323
JPM	Jpmorgan Chase & Co	+177	3,885	$1,271,677
COP	Conocophillips	+172	8,744	$909,026
MSFT	Microsoft Corp	+149	44,118	$16,456,896
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−119,562	35,636	$12,735,237
VANI	Vivani Medical, Inc.	−33,809	607,276	$753,022
AAPL	Apple Inc.	−11,999	67,484	$19,527,170
DEO	Diageo PLC	−5,938	6,507	$523,032
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
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

21 positions

Ticker	Company	Shares	Value
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

15 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	1,128,295	$72,301,143
BKAG	BNY Mellon Core Bond ETF	1,204,595	$50,833,909
XONE	BondBloxx Bloomberg One Year Target Duration US Treasury ETF	556,988	$27,582,045
VXUS	Vanguard Total International Stock ETF	79,855	$6,157,619
VB	Vanguard Morningstar Small-Cap ETF	10,787	$2,825,331
VXF	Vanguard Extended Market ETF	4,736	$974,668
VIG	Vanguard Dividend Appreciation ETF	3,195	$687,116
BSX	Boston Scientific Corp	5,031	$315,695
NEM	NEWMONT Corp /DE/	2,514	$272,140
MDB	MongoDB, Inc.	945	$231,307
INTU	Intuit Inc.	529	$228,729
MSTR	Strategy Inc	1,731	$216,028
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

88 tracked positions · $117,599,226 total · 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 88 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	67,484	-11,999	$19,527,170	−3.2%	16.60%
MSFT	Microsoft Corp Technology	Added	44,118	+149	$16,456,896	+1.1%	13.99%
GOOGL	Alphabet Inc. Communication Services	Reduced	35,636	-119,562	$12,735,237	−71.4%	10.83%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	20,252	-2,201	$4,826,861	+3.2%	4.10%
META	Meta Platforms, Inc. Communication Services	Added	8,172	+693	$4,603,205	+7.6%	3.91%
NVDA	Nvidia Corp Technology	Added	21,939	+1,912	$4,389,774	+25.7%	3.73%
PM	Philip Morris International Inc. Consumer Defensive	Added	17,755	+333	$3,212,057	+11.5%	2.73%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,303	+111	$2,653,568	+6.7%	2.26%
MU	Micron Technology Inc Technology	Added	2,097	+195	$2,420,546	+276.7%	2.06%
CADL	Candel Therapeutics, Inc. Healthcare	Held	198,175	0	$2,041,202	+110.2%	1.74%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,707	-31	$2,021,506	+13.5%	1.72%
AVGO	Broadcom Inc. Technology	Added	4,465	+345	$1,686,653	+32.3%	1.43%
CVX	Chevron Corp Energy	Reduced	9,528	-56	$1,579,361	−20.4%	1.34%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,855	-11	$1,366,022	+26.8%	1.16%
AMD	Advanced Micro Devices Inc Technology	Added	2,219	+374	$1,289,039	+243.4%	1.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,885	+177	$1,271,677	+16.6%	1.08%
XOM	ExxonMobil Holdings Corp Energy	Added	8,164	+1,066	$1,116,182	−7.3%	0.95%
ABBV	AbbVie Inc. Healthcare	Added	4,146	+207	$1,043,299	+21.8%	0.89%
DELL	Dell Technologies Inc. Technology	Reduced	2,412	-2,714	$1,040,681	+23.7%	0.88%
AXP	American Express Co Financial Services	Added	3,061	+964	$1,035,383	+63.2%	0.88%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,914	-37	$914,068	+38.6%	0.78%
COP	Conocophillips Energy	Added	8,744	+172	$909,026	−19.7%	0.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,126	-139	$898,316	−0.7%	0.76%
GS	Goldman Sachs Group Inc Financial Services	Added	865	+76	$874,835	+31.1%	0.74%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Added	416	+2	$865,608	+10.9%	0.74%
RDDT	Reddit, Inc. Communication Services	Added	4,920	+15	$854,013	+29.3%	0.73%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	909	-68	$850,342	−12.7%	0.72%
KLAC	Kla Corp Technology	Added	2,795	+2,557	$843,279	+140.6%	0.72%
MO	Altria Group, Inc. Consumer Defensive	Added	11,578	+25	$833,037	+9.3%	0.71%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,180	+961	$768,842	+91.8%	0.65%
VANI	Vivani Medical, Inc. Healthcare	Reduced	607,276	-33,809	$753,022	+17.5%	0.64%
LLY	ELI LILLY & Co Healthcare	Added	610	+51	$731,652	+42.3%	0.62%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	988	0	$694,899	+14.0%	0.59%
MS	Morgan Stanley Financial Services	Added	3,288	+185	$687,323	+34.6%	0.58%
ASML	Asml Holding NV Technology	Added	326	+21	$648,557	+61.0%	0.55%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,528	+346	$642,676	+46.3%	0.55%
V	Visa Inc. Financial Services	Added	1,849	+89	$634,373	+19.3%	0.54%
AMAT	Applied Materials Inc /De Technology	Added	851	+95	$615,273	+138.1%	0.52%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	1,642	+88	$608,508	+19.7%	0.52%
WMT	Walmart Inc. Consumer Defensive	Added	5,260	+560	$595,747	+2.0%	0.51%
CAT	Caterpillar Inc Industrials	Added	553	+44	$588,889	+63.3%	0.50%
JNJ	Johnson & Johnson Healthcare	Reduced	2,245	-117	$570,162	−1.2%	0.48%
PSX	Phillips 66 Energy	Added	3,341	+15	$564,796	−6.8%	0.48%
LRCX	Lam Research Corp Technology	Added	1,232	+144	$533,862	+129.7%	0.45%
DEO	Diageo PLC Consumer Defensive	Reduced	6,507	-5,938	$523,032	−43.5%	0.44%
NFLX	Netflix Inc Communication Services	Added	7,117	+1,083	$508,153	−12.4%	0.43%
INTC	Intel Corp Technology	NEW	3,633	NEW	$507,275	NEW	0.43%
ORCL	Oracle Corp Technology	Added	3,433	+211	$503,106	+6.1%	0.43%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	931	+125	$466,766	+17.8%	0.40%
NEE	Nextera Energy Inc Utilities	Added	5,070	+226	$444,993	−1.1%	0.38%

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.