Tanager Wealth Management LLP - Portfolio Stock Holdings

Tanager Wealth Management LLP disclosed 153 stock positions in a recent SEC 13F filing. $1,027,761,923 of stock holdings were filed, with the largest holdings including ITOT, PICB, and XHLF. This filing represented positions held on March 31, 2026, and was filed on April 20, 2026.

We estimate the fund has a total AUM of $1,604,440,422 and has 46 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.