Tanager Wealth Management LLP

Q1 2026 13F-HR Holdings

Location
Goring On Thames, X0
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
145
Total value ($000)
$1,033,322
Net value change ($000)
+31,742 (3.2%)
New positions
16
Sold out positions
8
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PICB 16,450 24.0%
BBBS 10,471 NEW
ITOT 9,325 6.3%
XONE 8,663 45.8%
MSFT 4,000 32.6%
VPL 3,694 17.7%
VEA 2,702 3.9%
PFXF 2,256 8.8%
TAXX 2,042 21.3%
iSHARES TRUST 2,042 23.3%
Top Reduces (Value $000, Stocks/ETFs)
XHLF -14,592 -16.5%
IUSB -2,906 -17.3%
GOOGL -2,440 -6.6%
AGG -2,415 -8.8%
MOAT -2,098 -12.7%
BND -1,885 -13.6%
VOO -1,529 -16.8%
IWV -1,240 -8.7%
AAPL -922 -4.4%
AMZN -855 -15.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type