Tanager Wealth Management LLP holds a focused book of 158 stocks worth $1.1B as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened T Rowe PRC Cap Appreciation and trimmed Ishares Core S&P Total U.S.. Their largest long position is Ishares Core S&P Total U.S. at 16% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1892929/holdings"
Use Arkolith to show Tanager Wealth Management LLP's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.5 points over this window.
Growth of $10,000 cloning Tanager Wealth Management LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Tanager Wealth Management LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 77 / 80 | $525.5B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $19.1B |
| MORGAN STANLEY | 76 / 80 | $587.9B |
| ROYAL BANK OF CANADA | 76 / 80 | $163.7B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 80 | $112.6B |
| UBS Group AG | 75 / 80 | $156.6B |
| LPL Financial LLC | 75 / 80 | $94.9B |
| FMR LLC | 74 / 80 | $772.9B |
Ranked by how many of Tanager Wealth Management LLP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P TTL STK | $180.8M | 1.10M | 15.7% | ▼−0.6% Reduced · −7K sh | |
| 2 | Invesco Exch Traded FD TR II INTL CORP BD | $104.2M | 4.50M | 9.1% | ▲+22% Added · +823K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $76.5M | 1.07M | 6.7% | ▼−4.8% Reduced · −54K sh | |
| 4 | Vanguard Index FDS TOTAL STK MKT | $76.4M | 206.4K | 6.7% | ▼−0.2% Reduced · −374 sh | |
| 5 | Bondbloxx ETF Trust BLOOMBERG SIX MN | $48.8M | 970.3K | 4.3% | ▼−34% Reduced · −492K sh | |
| 6 | Alphabet Inc CAP STK CL C | $47.2M | 133.6K | 4.1% | ▲+11% Added · +13K sh | |
| 7 | Bondbloxx ETF Trust BLOOMBERG ONE YR | $46.6M | 943.5K | 4.1% | ▲+69% Added · +387K sh | |
| 8 | Bny Mellon ETF Trust CORE BOND ETF | $42.7M | 1.02M | 3.7% | ▼−15% Reduced · −186K sh | |
| 9 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $35.9M | 405.8K | 3.1% | ▲+2.5% Added · +10K sh | |
| 10 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $32.2M | 538.7K | 2.8% | ▼~0% Reduced · −186 sh | |
| 11 | Vanguard Intl Equity Index F FTSE PACIFIC ETF | $30.5M | 263.7K | 2.7% | ▲+4.7% Added · +12K sh | |
| 12 | Dimensional ETF Trust US SMALL CAP ETF | $30.2M | 366.5K | 2.6% | ▼−5.9% Reduced · −23K sh | |
| 13 | Bondbloxx ETF Trust BBB RATED 1 5 YE | $29.1M | 570.5K | 2.5% | ▲+179% Added · +366K sh | |
| 14 | Vaneck ETF Trust PREFERRED SECURT | $27.3M | 1.53M | 2.4% | ▼−3.6% Reduced · −57K sh | |
| 15 | Ishares TR CORE US AGGBD ET | $22.5M | 227.3K | 2.0% | ▼−10% Reduced · −25K sh | |
| 16 | American Centy ETF TR US EQT ETF | $22.4M | 175.0K | 2.0% | ▼−2.0% Reduced · −4K sh | |
| 17 | Apple Inc COM | $19.5M | 67.5K | 1.7% | ▼−15% Reduced · −12K sh | |
| 18 | Dimensional ETF Trust INTL SMALL CAP E | $17.6M | 502.3K | 1.5% | ▲+0.6% Added · +3K sh | |
| 19 | Microsoft Corp COM | $16.5M | 44.1K | 1.4% | ▲+0.3% Added · +149 sh | |
| 20 | Ishares TR RUSSELL 3000 ETF | $15.3M | 35.8K | 1.3% | ▲+2.0% Added · +706 sh | |
| 21 | Vaneck ETF Trust MRNGSTR WDE MOAT | $13.9M | 134.1K | 1.2% | ▼−10% Reduced · −15K sh | |
| 22 | Ishares TR CORE MSCI EURO | $13.2M | 176.0K | 1.2% | ▲+15% Added · +22K sh | |
| 23 | Alphabet Inc CAP STK CL A | $12.7M | 35.6K | 1.1% | ▲+3.8% Added · +1K sh | |
| 24 | Ishares TR CORE UNIVRSL USD | $12.6M | 272.4K | 1.1% | ▼−9.7% Reduced · −29K sh | |
| 25 | Bondbloxx ETF Trust IR M TAXAWARE | $11.9M | 234.7K | 1.0% | ▲+1.9% Added · +4K sh | |
| 26 | Ishares TR CORE MSCI EAFE | $11.0M | 114.0K | 1.0% | ▼−2.2% Reduced · −3K sh | |
| 27 | Ishares TR PFD AND INCM SEC | $9.1M | 297.2K | 0.8% | ▲+59% Added · +110K sh | |
| 28 | Vanguard Index FDS S&P 500 ETF SHS | $8.7M | 12.7K | 0.8% | ▼−0.3% Reduced · −37 sh | |
| 29 | Vanguard BD Index FDS TOTAL BND MRKT | $7.8M | 106.6K | 0.7% | ▼−35% Reduced · −56K sh | |
| 30 | Vanguard Star FDS VG TL INTL STK F | $7.2M | 83.7K | 0.6% | ▲+4.8% Added · +4K sh | |
| 31 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $6.6M | 42.8K | 0.6% | ▼−4.7% Reduced · −2K sh | |
| 32 | Ishares TR CORE MSCI INTL | $6.1M | 68.6K | 0.5% | ▲+1.1% Added · +743 sh | |
| 33 | Amazon Com Inc COM | $4.8M | 20.3K | 0.4% | ▼−9.8% Reduced · −2K sh | |
| 34 | Meta Platforms Inc CL A | $4.6M | 8.2K | 0.4% | ▲+9.3% Added · +693 sh | |
| 35 | Nvidia Corporation COM | $4.4M | 21.9K | 0.4% | ▲+9.5% Added · +2K sh | |
| 36 | Vanguard Intl Equity Index F TT WRLD ST ETF | $3.8M | 24.3K | 0.3% | ▼−2.5% Reduced · −626 sh | |
| 37 | Series Portfolios TR ELM MAR NAV ETF | $3.8M | 129.1K | 0.3% | —Held | |
| 38 | Philip Morris Intl Inc COM | $3.2M | 17.8K | 0.3% | ▲+1.9% Added · +333 sh | |
| 39 | Vanguard Index FDS SMALL CP ETF | $3.2M | 10.6K | 0.3% | ▼−2.1% Reduced · −232 sh | |
| 40 | Ishares TR RUSSELL 2000 ETF | $2.8M | 9.2K | 0.2% | ▼−17% Reduced · −2K sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $2.7M | 5.3K | 0.2% | ▲+2.1% Added · +111 sh | |
| 42 | Micron Technology Inc COM | $2.4M | 2.1K | 0.2% | ▲+10% Added · +195 sh | |
| 43 | Ishares Inc CORE MSCI EMKT | $2.3M | 27.8K | 0.2% | ▼−0.7% Reduced · −208 sh | |
| 44 | Candel Therapeutics Inc COM | $2.0M | 198.2K | 0.2% | —Held | |
| 45 | State STR SPDR S&P 500 ETF T TR UNIT | $2.0M | 2.7K | 0.2% | ▼−1.1% Reduced · −31 sh | |
| 46 | Broadcom Inc COM | $1.7M | 4.5K | 0.1% | ▲+8.4% Added · +345 sh | |
| 47 | Chevron Corporation COM | $1.6M | 9.5K | 0.1% | ▼−0.6% Reduced · −56 sh | |
| 48 | Ishares TR RUS 1000 ETF | $1.6M | 3.9K | 0.1% | —Held | |
| 49 | Dimensional ETF Trust GLOBAL SUSTAINA | $1.4M | 27.4K | 0.1% | ▲+5.5% Added · +1K sh | |
| 50 | Invesco QQQ TR UNIT SER 1 | $1.4M | 1.9K | 0.1% | ▼−0.6% Reduced · −11 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 158 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 20, 2026 | 145 | $1.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 137 | $1.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 132 | $952.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 123 | $847.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 116 | $768.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 118 | $770.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 109 | $743.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.