Tanager Wealth Management LLP holds a focused book of 158 stocks worth $1.1B as of Q2 2026 (disclosed Jul 23, 2026, a ~23-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.
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 |
| Integrated Wealth Concepts LLC | 75 / 80 | $4.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Tanager Wealth Management LLP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.