Tanager Wealth Management LLP - Portfolio Stock Holdings

Tanager Wealth Management LLP disclosed 171 stock positions in a recent SEC 13F filing. $1,148,387,058 of stock holdings were filed, with the largest holdings including ITOT, PICB, and VEA. This filing represented positions held on June 30, 2026, and was filed on July 23, 2026.

We estimate the fund has a total AUM of $1,604,440,422 and has 47 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.