Tanager Wealth Management LLP

All 13F Filings

Location
Goring On Thames, X0
Most recent 13F
Q2 2026
Holdings value ($000)
1,148,374
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/23/2026 158 1,148,374 13F-HR Tanager Wealth Management LLP
Q1 2026 4/20/2026 145 1,033,322 13F-HR Tanager Wealth Management LLP
Q4 2025 1/26/2026 137 1,001,580 13F-HR Tanager Wealth Management LLP
Q3 2025 10/24/2025 132 952,436 13F-HR Tanager Wealth Management LLP
Q2 2025 7/18/2025 123 847,900 13F-HR Tanager Wealth Management LLP
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 161.3 K 14.0% 26.19 K 0 26.19 K
ETFs 943.6 K 82.2% 96.96 K 0 96.96 K
Debt 43.45 K 3.8% 0 8.089 K -8.089 K
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
1,148,374
Holdings
158
QoQ value change ($000)
115,052 (11.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.