Tanager Wealth Management LLP

All 13F Filings

Location
Goring On Thames, X0
Most recent 13F
Q2 2026
Holdings value ($000)
1,148,374
Description
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Website
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Founded
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Chairman
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CEO
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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.