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Tanager Wealth Management LLP - Portfolio Stock Holdings

Tanager Wealth Management LLP disclosed 188 stock positions in a recent SEC 13F filing. $1,200,111,437 of stock holdings were filed, with the largest holdings including ITOT, PICB, and VTI. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 19, 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.

Report Period:

Sept. 30, 2026

No. of Stocks:

188

Est. Stock Holding Value:

$1,200,111,437

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Tanager Wealth Management LLP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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