Tanager Wealth Management LLP
CIK
1892929
Location
Goring On Thames, X0
Portfolio Value
Micro
$99,093,837
Diversification
Diversified
Filing Date
Global Rank
#5,713
/ 8,603
▲ 249
· as of Mar 2026
Top Industry
Consumer Electronics
21.2%
3Y Alpha vs SPY
+1.0%
Period ended 3 months ago
Filed Apr 20, 2026 · 3mo
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+80.5%
SPY
+76.5%
Annualised alpha
+0.9%
Max drawdown
−23.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
74 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.4%
−1.7 pts
Top 5
55.8%
+0.1 pts
Top 10
68.5%
−0.1 pts
HHI
880
Diversified+1
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 46.5% | $46,080,995 |
| Communication Services | 15.5% | $15,395,260 |
| Consumer Defensive | 7.7% | $7,601,266 |
| Financial Services | 7.5% | $7,405,808 |
| Consumer Cyclical | 7.2% | $7,134,756 |
| Healthcare | 5.3% | $5,221,153 |
| Unclassified | 4.0% | $3,952,802 |
| Energy | 3.8% | $3,720,363 |
| Industrials | 1.6% | $1,587,268 |
| Basic Materials | 0.5% | $544,256 |
| Utilities | 0.5% | $449,910 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +18,589 | 43,969 | $16,276,004 | |
| NVDA | Nvidia Corp | +4,032 | 20,027 | $3,492,708 | |
| AAPL | Apple Inc. | +1,892 | 79,483 | $20,171,990 | |
| META | Meta Platforms, Inc. | +1,579 | 7,479 | $4,278,960 | |
| FITB | Fifth Third Bancorp | +1,239 | 6,154 | $285,914 | |
| GOOGL | Alphabet Inc. | +960 | 34,343 | $9,875,673 | |
| AVGO | Broadcom Inc. | +627 | 4,120 | $1,275,181 | |
| WMT | Walmart Inc. | +533 | 4,700 | $584,116 | |
| ORCL | Oracle Corp | +466 | 3,222 | $473,988 | |
| DELL | Dell Technologies Inc. | +426 | 5,126 | $841,330 | |
| PPG | Ppg Industries Inc | +390 | 2,546 | $272,116 | |
| TSLA | Tesla, Inc. | +371 | 1,182 | $439,408 | |
| PEP | Pepsico Inc | +335 | 1,867 | $289,926 | |
| AMD | Advanced Micro Devices Inc | +321 | 1,845 | $375,328 | |
| HD | Home Depot, Inc. | +251 | 1,219 | $400,916 | |
| IBM | International Business Machines Corp | +213 | 991 | $240,208 | |
| MS | Morgan Stanley | +203 | 3,103 | $510,660 | |
| V | Visa Inc. | +200 | 1,760 | $531,942 | |
| GLD | Spdr Gold Trust | +199 | 1,129 | $485,797 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +169 | 1,951 | $659,340 | |
| LLY | ELI LILLY & Co | +164 | 559 | $514,151 | |
| NEM | NEWMONT Corp /DE/ | +143 | 2,514 | $272,140 | |
| COP | Conocophillips | +142 | 8,572 | $1,131,504 | |
| MA | Mastercard Inc | +133 | 701 | $350,261 | |
| MU | Micron Technology Inc | +104 | 1,902 | $642,571 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VANI | Vivani Medical, Inc. | −98,075 | 641,085 | $641,085 | |
| PM | Philip Morris International Inc. | −1,972 | 17,422 | $2,880,553 | |
| CVX | Chevron Corp | −1,675 | 9,584 | $1,982,929 | |
| AMZN | Amazon Com Inc | −1,508 | 22,453 | $4,676,286 | |
| NFLX | Netflix Inc | −710 | 6,034 | $580,169 | |
| QQQ | Invesco Qqq Trust, Series 1 | −375 | 1,866 | $1,077,017 | |
| MSTR | Strategy Inc | −317 | 1,731 | $216,028 | |
| JPM | Jpmorgan Chase & Co | −175 | 3,708 | $1,090,745 | |
| KO | Coca Cola Co | −131 | 3,673 | $279,331 | |
| BRK-B | Berkshire Hathaway Inc | −119 | 5,192 | $2,488,006 | |
| SPY | Spdr S&P 500 ETF Trust | −66 | 2,738 | $1,780,630 | |
| TMO | Thermo Fisher Scientific Inc. | −63 | 806 | $396,173 | |
| FER | Ferrovial N.V. | −30 | 3,429 | $223,056 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FCNCA | First Citizens Bancshares Inc /De/ | 414 | $780,249 | |
| MO | Altria Group, Inc. | 11,553 | $762,382 | |
| AZN | Astrazeneca PLC | 1,344 | $265,063 | |
| AMAT | Applied Materials Inc /De | 756 | $258,393 | |
| LRCX | Lam Research Corp | 1,088 | $232,462 | |
| ETN | Eaton Corp plc | 575 | $205,660 | |
| 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. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AON | Aon plc | 871 | $307,358 | |
| ADP | Automatic Data Processing Inc | 1,134 | $291,698 | |
| APO | Apollo Global Management, Inc. | 1,644 | $237,985 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | 3,151 | $232,008 | |
| DIS | Walt Disney Co | 1,846 | $210,019 | |
| GTM | ZoomInfo Technologies Inc. | 20,123 | $204,650 | |
| SPGI | S&P Global Inc. | 402 | $198,752 | |
| No positions match the current search. | ||||
74 positions ·
$99,093,837 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 74 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 79,483 | $20,171,990 | 20.36% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 43,969 | $16,276,004 | 16.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 34,343 | $9,875,673 | 9.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 22,453 | $4,676,286 | 4.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 7,479 | $4,278,960 | 4.32% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 20,027 | $3,492,708 | 3.52% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 17,422 | $2,880,553 | 2.91% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 5,192 | $2,488,006 | 2.51% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 9,584 | $1,982,929 | 2.00% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,738 | $1,780,630 | 1.80% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,120 | $1,275,181 | 1.29% | |
| COP |
Conocophillips
Energy
|
Added | 8,572 | $1,131,504 | 1.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,708 | $1,090,745 | 1.10% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,866 | $1,077,017 | 1.09% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 977 | $973,512 | 0.98% | |
| CADL |
Candel Therapeutics, Inc.
Healthcare
|
Held | 198,175 | $971,057 | 0.98% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Added | 12,445 | $926,530 | 0.94% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 6,265 | $904,916 | 0.91% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 3,939 | $856,693 | 0.86% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 5,126 | $841,330 | 0.85% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
NEW | 414 | $780,249 | 0.79% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
NEW | 11,553 | $762,382 | 0.77% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 789 | $667,486 | 0.67% | |
| RDDT |
Reddit, Inc.
Communication Services
|
Added | 4,905 | $660,458 | 0.67% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,951 | $659,340 | 0.67% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,902 | $642,571 | 0.65% | |
| VANI |
Vivani Medical, Inc.
Healthcare
|
Reduced | 641,085 | $641,085 | 0.65% | |
| AXP |
American Express Co
Financial Services
|
Added | 2,097 | $634,300 | 0.64% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 988 | $609,358 | 0.61% | |
| PSX |
Phillips 66
Energy
|
Held | 3,326 | $605,930 | 0.61% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 4,700 | $584,116 | 0.59% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 6,034 | $580,169 | 0.59% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 2,362 | $577,367 | 0.58% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,760 | $531,942 | 0.54% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 559 | $514,151 | 0.52% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 3,103 | $510,660 | 0.52% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Added | 1,554 | $508,266 | 0.51% | |
| GLD |
Spdr Gold Trust
|
Added | 1,129 | $485,797 | 0.49% | |
| ORCL |
Oracle Corp
Technology
|
Added | 3,222 | $473,988 | 0.48% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 4,844 | $449,910 | 0.45% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,417 | $440,389 | 0.44% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,182 | $439,408 | 0.44% | |
| ASML |
Asml Holding NV
Technology
|
Added | 305 | $402,853 | 0.41% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,219 | $400,916 | 0.40% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 1,688 | $398,840 | 0.40% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 806 | $396,173 | 0.40% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 1,845 | $375,328 | 0.38% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 509 | $360,606 | 0.36% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 701 | $350,261 | 0.35% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 3,359 | $344,868 | 0.35% |