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Latest Tanager Wealth Management LLP Stock Portfolio

$1.15Billion | No. of Holdings #156

Tanager Wealth Management LLP Performance

2026 Q2+8.08%
YTD+5.90%
2025+13.60%

About Tanager Wealth Management LLP and 13F Hedge Fund Stock Holdings

On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tanager Wealth Management LLP reported an equity portfolio of $1.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Tanager Wealth Management LLP are IJR, CGW, VEA. The fund has invested 15.7% of it's portfolio in ISHARES TR and 9.1% of portfolio in INVESCO EXCH TRADED FD TR II. <br><br> The fund managers got completely rid off ISHARES TR (IJR), BOSTON SCIENTIFIC CORP (BSX) and NEWMONT CORP (NEM) stocks. They significantly reduced their stock positions in DELL TECHNOLOGIES INC (DELL), DIAGEO PLC (DEO) and VANGUARD BD INDEX FDS (BIV). Tanager Wealth Management LLP opened new stock positions in T ROWE PRICE EXCHANGE-TRADED (TAGG), INTEL CORP (INTC) and CISCO SYS INC (CSCO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
Tanager Wealth Management LLP Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$1.15Billion
  as of Jul 23, 2026

Tanager Wealth Management LLP Annual Return Estimates Vs S&P 500

Our best estimate is that Tanager Wealth Management LLP made a return of 8.08% in the last quarter. In trailing 12 months, it's portfolio return was 14.8%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
t rowe price exchange-traded652,874
intel corp507,276
cisco sys inc331,825
palo alto networks inc330,107
sandisk corp329,691
texas instrs inc317,445
ge aerospace297,489
comfort sys usa inc293,329
New stocks bought by Tanager Wealth Management LLP

Additions

Ticker% Inc.
vanguard world fd634
vanguard index fds536
ishares tr281
bondbloxx etf trust178
bondbloxx etf trust149
home depot inc78.84
intuitive surgical inc70.23
bondbloxx etf trust69.39
Additions to existing portfolio by Tanager Wealth Management LLP

Reductions

Ticker% Reduced
dell technologies inc-52.95
diageo plc-47.71
vanguard bd index fds-34.63
bondbloxx etf trust-33.64
bondbloxx etf trust-31.34
vanguard index fds-23.21
ishares tr-16.89
bny mellon etf trust-15.43
Tanager Wealth Management LLP reduced stake in above stock

Sold off

Ticker$ Sold
haleon plc-136,166
lloyds banking group plc-66,245
wipro ltd-27,532
vaneck etf trust-218,715
boston scientific corp-315,695
spdr index shs fds-213,140
ishares tr-329,546
vanguard scottsdale fds-200,553
Tanager Wealth Management LLP got rid off the above stocks

Sector Distribution

Tanager Wealth Management LLP has about 86.7% of it's holdings in Others sector.

  • Others
  • Communication Services
  • Technology
Sector%
Others86.7
Communication Services5.7
Technology4.6

Market Cap. Distribution

Tanager Wealth Management LLP has about 12.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED86.7
MEGA-CAP12.1

Stocks belong to which Index?

About 12.9% of the stocks held by Tanager Wealth Management LLP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others87
S&P 50012.9
Top 5 Winners (%)%
MU
micron technology inc
207.2 %
AMD
advanced micro devices inc
146.9 %
DELL
dell technologies inc
119.8 %
CADL
candel therapeutics inc
110.2 %
AMAT
applied matls inc
99.1 %
Top 5 Winners ($)$
IJR
ishares tr
24.1 M
VB
vanguard index fds
10.2 M
GOOG
alphabet inc
8.5 M
VEA
vanguard tax-managed fds
7.9 M
VEU
vanguard intl equity index f
4.6 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.3 %
VB
vanguard index fds
-70.2 %
IJR
ishares tr
-60.6 %
NFLX
netflix inc.
-24.3 %
COP
conocophillips
-21.1 %
Top 5 Losers ($)$
VB
vanguard index fds
-2.2 M
VAW
vanguard world fd
-1.4 M
IJR
ishares tr
-0.7 M
CVX
chevron corporation
-0.4 M
BKAG
bny mellon etf trust
-0.3 M

Tanager Wealth Management LLP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tanager Wealth Management LLP

Tanager Wealth Management LLP has 156 stocks in it's portfolio. About 60.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Tanager Wealth Management LLP last quarter.

$1.15BTotal Value
171Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Tanager Wealth Management LLP, last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tanager Wealth Management LLP's holding in Ishares Tr over time
0.79%297,175
$9.06M
0.79%
increased 59.15 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tanager Wealth Management LLP's holding in Ishares Tr over time
0.02%5,000
$262.1K
0.02%
increased 1.46 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Tanager Wealth Management LLP's holding in Ishares Tr over time
0.02%2,300
$253.8K
0.02%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
Tanager Wealth Management LLP's holding in Ishares Tr over time
1.15%175,982
$13.23M
1.15%
increased 14.57 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Tanager Wealth Management LLP's holding in Ishares Tr over time
1.09%272,363
$12.57M
1.09%
decreased 9.7 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Tanager Wealth Management LLP's holding in Ishares Tr over time
0.08%11,574
$948.3K
0.08%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Tanager Wealth Management LLP's holding in American Centy Etf Tr over time
1.95%175,042
$22.42M
1.95%
decreased 2.02 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Tanager Wealth Management LLP's holding in Vaneck Etf Trust over time
2.38%1,530,330
$27.30M
2.38%
decreased 3.61 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Tanager Wealth Management LLP's holding in Vaneck Etf Trust over time
1.21%134,068
$13.94M
1.21%
decreased 10.28 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Tanager Wealth Management LLP's holding in Ishares Tr over time
0.53%68,555
$6.10M
0.53%
increased 1.1 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Tanager Wealth Management LLP's holding in Ishares Tr over time
0.05%3,319
$543.2K
0.05%
unchanged 0 percentunchanged