Tanager Wealth Management LLP
Top Portfolio Positions
74 positions ·
$98,125,467 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
79,483 | $20,171,990 | 20.56% | |
| MSFT |
Microsoft Corp
Technology
|
43,969 | $16,276,004 | 16.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
34,343 | $9,875,673 | 10.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,453 | $4,676,286 | 4.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,479 | $4,278,960 | 4.36% | |
| NVDA |
Nvidia Corp
Technology
|
20,027 | $3,492,708 | 3.56% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
17,422 | $2,880,553 | 2.94% | |
| CVX |
Chevron Corp
Energy
|
9,584 | $1,982,929 | 2.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,738 | $1,780,630 | 1.81% | |
| AVGO |
Broadcom Inc.
Technology
|
4,120 | $1,275,181 | 1.30% |
Portfolio Trend
Holdings in CADL
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $971,057 | 198,175 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,119,688 | 198,175 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,010,692 | 198,175 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $994,952 | 196,631 | Shares | Sole | 2025-07-18 | |
| No 13F history on record for this holder in this stock. | ||||||