Tanager Wealth Management LLP

CIK 0001892929 · GORING ON THAMES, X0 · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

Tanager Wealth Management LLP reported 158 positions worth $1.15B as of June 30, 2026 (13F filed July 23, 2026). Largest holding: ITOT (15.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.15B
2026 Q2
Positions
158
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.2%
Est. Net Flow (Q)
2026 Q2
10 / 158 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ITOTISHARES TRSH$180.8M15.74%1,100,577
2PICBINVESCO EXCH TRADED FD TR IISH$104.2M9.07%4,499,641
3VEAVANGUARD TAX-MANAGED FDSSH$76.5M6.66%1,074,057
4VTIVANGUARD INDEX FDSSH$76.4M6.65%206,445
5XHLFBONDBLOXX ETF TRUSTSH$48.8M4.25%970,303
6GOOGALPHABET INCSH$47.2M4.11%133,626
7XONEBONDBLOXX ETF TRUSTSH$46.6M4.06%943,490
8BKAGBNY MELLON ETF TRUSTSH$42.7M3.72%1,018,696
9VGKVANGUARD INTL EQUITY INDEX FSH$35.9M3.13%405,842
10VWOVANGUARD INTL EQUITY INDEX FSH$32.2M2.80%538,659

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Tanager Wealth Management LLP hold as of Q2 2026?

Tanager Wealth Management LLP reported 158 positions worth $1.15B in its Q2 2026 13F filing. Largest positions: ITOT (15.7%), PICB (9.1%), VEA (6.7%), VTI (6.7%) and XHLF (4.3%).

What did Tanager Wealth Management LLP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Tanager Wealth Management LLP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.