Tanager Wealth Management LLP

13F filer · CIK 0001892929

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$1.15BU.S. long equity reported on 13F

Positions9422 new · 8 closed

Net flow last quarter+$28.1MBuys minus sells

Top 10 positions weight16.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 202694 positions
GOOGAlphabet Inc.	$47.2M	4.11%	Not reported	+10.6%	Q4 2021
XONEExOne Co	$46.6M	4.06%	4.21%	+69.4%	Q1 2023
VPLInvesco Pennsylvania Value Municipal Income Trust	$30.5M	2.66%	Not reported	+4.7%	Q4 2021
AAPLApple Inc.	$19.5M	1.70%	0.00%	-15.1%	Q4 2021
MSFTMicrosoft Corp	$16.5M	1.43%	0.00%	+0.3%	Q4 2021
GOOGLAlphabet Inc.	$12.7M	1.11%	0.00%	+3.8%	Q4 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$6.1M	0.53%	Not reported	+1.1%	Q2 2025
AMZNAmazon Com Inc	$4.83M	0.42%	0.00%	-9.8%	Q4 2021
METAMeta Platforms, Inc.	$4.6M	0.40%	Not reported	+9.3%	Q4 2021
NVDANvidia Corp	$4.39M	0.38%	0.00%	+9.6%	Q4 2022
PMPhilip Morris International Inc.	$3.21M	0.28%	0.00%	+1.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.65M	0.23%	Not reported	+2.1%	Q4 2022
MUMicron Technology Inc	$2.42M	0.21%	0.00%	+10.3%	Q3 2025
CADLCandel Therapeutics, Inc.	$2.04M	0.18%	0.26%	Not reported	Q2 2025
SPYSPDR S&P 500 ETF Trust	$2.02M	0.18%	Not reported	-1.1%	Q4 2021
AVGOBroadcom Inc.	$1.69M	0.15%	0.00%	+8.4%	Q1 2025
CVXChevron Corp	$1.58M	0.14%	0.00%	-0.6%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.37M	0.12%	Not reported	-0.6%	Q4 2022
AMDAdvanced Micro Devices Inc	$1.29M	0.11%	0.00%	+20.3%	Q1 2024
JPMJPMorgan Chase & Co	$1.27M	0.11%	0.00%	+4.8%	Q4 2021
XOMExxonMobil Holdings Corp	$1.12M	0.10%	0.00%	+15.0%	Q4 2022
ABBVAbbVie Inc.	$1.04M	0.09%	0.00%	+5.3%	Q4 2021
DELLDell Technologies Inc.	$1.04M	0.09%	0.00%	-53.0%	Q1 2024
AXPAmerican Express Co	$1.04M	0.09%	0.00%	+46.0%	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$914K	0.08%	0.00%	-1.9%	Q2 2024
COPConocophillips	$909K	0.08%	0.00%	+2.0%	Q2 2022
PGPROCTER & GAMBLE Co	$898K	0.08%	0.00%	-2.2%	Q4 2021
GSGoldman Sachs Group Inc	$875K	0.08%	0.00%	+9.6%	Q4 2022
FCNCAFirst Citizens Bancshares Inc	$866K	0.08%	Not reported	+0.5%	Q1 2026
RDDTReddit, Inc.	$854K	0.07%	Not reported	+0.3%	Q3 2025
COSTCostco Wholesale Corp	$850K	0.07%	0.00%	-7.0%	Q3 2023
KLACKla Corp	$843K	0.07%	0.00%	+17.4%	Q3 2025
MOAltria Group, Inc.	$833K	0.07%	0.00%	+0.2%	Q1 2026
HDHome Depot, Inc.	$769K	0.07%	0.00%	+78.8%	Q4 2022
VANIVivani Medical, Inc.	$753K	0.07%	0.68%	-5.3%	Q3 2022
LLYELI LILLY & Co	$732K	0.06%	0.00%	+9.1%	Q1 2025
MDYSPDR S&P Midcap 400 ETF Trust	$695K	0.06%	Not reported	Not reported	Q2 2023
MSMorgan Stanley	$687K	0.06%	0.00%	+6.0%	Q4 2021
ASMLAsml Holding NV	$649K	0.06%	0.00%	+6.9%	Q4 2025
TSLATesla, Inc.	$643K	0.06%	0.00%	+29.3%	Q4 2024
VVisa Inc.	$634K	0.06%	0.00%	+5.1%	Q4 2022
AMATApplied Materials Inc	$615K	0.05%	0.00%	+12.6%	Q1 2026
MARMarriott International Inc	$609K	0.05%	0.00%	+5.7%	Q3 2022
WMTWalmart Inc.	$596K	0.05%	0.00%	+11.9%	Q2 2025
CATCaterpillar Inc	$589K	0.05%	0.00%	+8.6%	Q4 2025
JNJJohnson & Johnson	$570K	0.05%	0.00%	-5.0%	Q1 2024
PSXPhillips 66	$565K	0.05%	0.00%	+0.5%	Q2 2022
LRCXLam Research Corp	$534K	0.05%	0.00%	+13.2%	Q1 2026
DEODiageo PLC	$523K	0.05%	0.00%	-47.7%	Q4 2022
NFLXNetflix Inc	$508K	0.04%	0.00%	+18.0%	Q4 2022

Q1 2026Reported Apr 20, 202680 positions
GOOGAlphabet Inc.	$34.7M	3.36%	Not reported	+2.2%	Q4 2021
XONEExOne Co	$27.6M	2.67%	2.49%	+45.8%	Q1 2023
VPLInvesco Pennsylvania Value Municipal Income Trust	$24.6M	2.38%	Not reported	+8.8%	Q4 2021
AAPLApple Inc.	$20.2M	1.95%	0.00%	+2.4%	Q4 2021
MSFTMicrosoft Corp	$16.3M	1.57%	0.00%	+73.2%	Q4 2021
GOOGLAlphabet Inc.	$9.88M	0.96%	0.00%	+2.9%	Q4 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$5.67M	0.55%	Not reported	-3.0%	Q2 2025
AMZNAmazon Com Inc	$4.68M	0.45%	0.00%	-6.3%	Q4 2021
METAMeta Platforms, Inc.	$4.28M	0.41%	Not reported	+26.8%	Q4 2021
NVDANvidia Corp	$3.49M	0.34%	0.00%	+25.2%	Q4 2022
PMPhilip Morris International Inc.	$2.88M	0.28%	0.00%	-10.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.48M	0.24%	Not reported	-2.2%	Q4 2022
CVXChevron Corp	$1.98M	0.19%	0.00%	-14.9%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$1.78M	0.17%	Not reported	-2.4%	Q4 2021
AVGOBroadcom Inc.	$1.28M	0.12%	0.00%	+18.0%	Q1 2025
XOMExxonMobil Holdings Corp	$1.2M	0.12%	0.00%	+3.7%	Q4 2022
COPConocophillips	$1.13M	0.11%	0.00%	+1.7%	Q2 2022
JPMJPMorgan Chase & Co	$1.09M	0.11%	0.00%	-4.5%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.08M	0.10%	Not reported	-16.7%	Q4 2022
COSTCostco Wholesale Corp	$974K	0.09%	0.00%	+1.7%	Q3 2023
CADLCandel Therapeutics, Inc.	$971K	0.09%	0.27%	Not reported	Q2 2025
DEODiageo PLC	$927K	0.09%	0.00%	+0.3%	Q4 2022
PGPROCTER & GAMBLE Co	$904K	0.09%	0.00%	+1.3%	Q4 2021
ABBVAbbVie Inc.	$857K	0.08%	0.00%	+1.8%	Q4 2021
DELLDell Technologies Inc.	$841K	0.08%	0.00%	+9.1%	Q1 2024
FCNCAFirst Citizens Bancshares Inc	$780K	0.08%	Not reported	New	Q1 2026
MOAltria Group, Inc.	$762K	0.07%	0.00%	New	Q1 2026
GSGoldman Sachs Group Inc	$667K	0.06%	0.00%	+8.5%	Q4 2022
RDDTReddit, Inc.	$660K	0.06%	Not reported	+0.5%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$660K	0.06%	0.00%	+9.5%	Q2 2024
MUMicron Technology Inc	$643K	0.06%	0.00%	+5.8%	Q3 2025
VANIVivani Medical, Inc.	$641K	0.06%	0.76%	-13.3%	Q3 2022
AXPAmerican Express Co	$634K	0.06%	0.00%	+3.9%	Q3 2022
MDYSPDR S&P Midcap 400 ETF Trust	$609K	0.06%	Not reported	Not reported	Q2 2023
PSXPhillips 66	$606K	0.06%	0.00%	Not reported	Q2 2022
WMTWalmart Inc.	$584K	0.06%	0.00%	+12.8%	Q2 2025
NFLXNetflix Inc	$580K	0.06%	0.00%	-10.5%	Q4 2022
JNJJohnson & Johnson	$577K	0.06%	0.00%	+2.7%	Q1 2024
VVisa Inc.	$532K	0.05%	0.00%	+12.8%	Q4 2022
LLYELI LILLY & Co	$514K	0.05%	0.00%	+41.5%	Q1 2025
MSMorgan Stanley	$511K	0.05%	0.00%	+7.0%	Q4 2021
MARMarriott International Inc	$508K	0.05%	0.00%	+0.8%	Q3 2022
GLDSPDR Gold Trust	$486K	0.05%	0.00%	+21.4%	Q3 2024
ORCLOracle Corp	$474K	0.05%	0.00%	+16.9%	Q4 2022
NEENextera Energy Inc	$449K	0.04%	0.00%	+0.5%	Q4 2021
MCDMcdonalds Corp	$440K	0.04%	0.00%	+1.7%	Q4 2022
TSLATesla, Inc.	$439K	0.04%	0.00%	+45.8%	Q4 2024
ASMLAsml Holding NV	$403K	0.04%	0.00%	+29.8%	Q4 2025
HDHome Depot, Inc.	$401K	0.04%	0.00%	+25.9%	Q4 2022
LOWLowes Companies Inc	$399K	0.04%	0.00%	+0.7%	Q1 2023

Q4 2025Reported Jan 26, 202678 positions
GOOGAlphabet Inc.	$37.1M	3.70%	Not reported	+17.8%	Q4 2021
AAPLApple Inc.	$21.1M	2.11%	0.00%	-3.2%	Q4 2021
VPLInvesco Pennsylvania Value Municipal Income Trust	$20.9M	2.09%	Not reported	-4.4%	Q4 2021
XONEExOne Co	$18.9M	1.89%	1.70%	+18.7%	Q1 2023
MSFTMicrosoft Corp	$12.3M	1.23%	0.00%	+4.1%	Q4 2021
GOOGLAlphabet Inc.	$10.4M	1.04%	0.00%	+16.8%	Q4 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$5.77M	0.58%	Not reported	+4.2%	Q2 2025
AMZNAmazon Com Inc	$5.53M	0.55%	0.00%	-3.4%	Q4 2021
METAMeta Platforms, Inc.	$3.89M	0.39%	Not reported	-4.0%	Q4 2021
PMPhilip Morris International Inc.	$3.11M	0.31%	0.00%	-0.6%	Q4 2024
NVDANvidia Corp	$2.98M	0.30%	0.00%	+7.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.67M	0.27%	Not reported	+2.3%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.91M	0.19%	Not reported	-6.4%	Q4 2021
CVXChevron Corp	$1.72M	0.17%	0.00%	+40.0%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$1.38M	0.14%	Not reported	-0.1%	Q4 2022
JPMJPMorgan Chase & Co	$1.25M	0.12%	0.00%	+6.9%	Q4 2021
AVGOBroadcom Inc.	$1.21M	0.12%	0.00%	+7.9%	Q1 2025
RDDTReddit, Inc.	$1.12M	0.11%	Not reported	-69.2%	Q3 2025
CADLCandel Therapeutics, Inc.	$1.12M	0.11%	0.36%	Not reported	Q2 2025
DEODiageo PLC	$1.07M	0.11%	0.00%	-63.8%	Q4 2022
VANIVivani Medical, Inc.	$909K	0.09%	0.97%	-27.6%	Q3 2022
PGPROCTER & GAMBLE Co	$887K	0.09%	0.00%	+0.2%	Q4 2021
ABBVAbbVie Inc.	$884K	0.09%	0.00%	-1.5%	Q4 2021
COSTCostco Wholesale Corp	$829K	0.08%	0.00%	+4.0%	Q3 2023
XOMExxonMobil Holdings Corp	$824K	0.08%	0.00%	0.0%	Q4 2022
COPConocophillips	$789K	0.08%	0.00%	-1.8%	Q2 2022
AXPAmerican Express Co	$747K	0.07%	0.00%	-7.8%	Q3 2022
GSGoldman Sachs Group Inc	$639K	0.06%	0.00%	+11.3%	Q4 2022
NFLXNetflix Inc	$632K	0.06%	0.00%	+0.8%	Q4 2022
MDYSPDR S&P Midcap 400 ETF Trust	$596K	0.06%	Not reported	Not reported	Q2 2023
DELLDell Technologies Inc.	$592K	0.06%	0.00%	+186.9%	Q1 2024
VVisa Inc.	$547K	0.05%	0.00%	-5.1%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$542K	0.05%	0.00%	+15.4%	Q2 2024
ORCLOracle Corp	$537K	0.05%	0.00%	-2.2%	Q4 2022
MSMorgan Stanley	$515K	0.05%	0.00%	+4.4%	Q4 2021
MUMicron Technology Inc	$513K	0.05%	0.00%	+2.3%	Q3 2025
TMOThermo Fisher Scientific Inc.	$504K	0.05%	0.00%	+0.6%	Q4 2022
MARMarriott International Inc	$478K	0.05%	0.00%	-2.9%	Q3 2022
JNJJohnson & Johnson	$476K	0.05%	0.00%	+60.8%	Q1 2024
BSXBoston Scientific Corp	$470K	0.05%	0.00%	-0.9%	Q4 2022
WMTWalmart Inc.	$464K	0.05%	0.00%	+89.8%	Q2 2025
PSXPhillips 66	$429K	0.04%	0.00%	+0.3%	Q2 2022
MCDMcdonalds Corp	$426K	0.04%	0.00%	+1.5%	Q4 2022
LLYELI LILLY & Co	$424K	0.04%	0.00%	+2.6%	Q1 2025
ABTAbbott Laboratories	$414K	0.04%	0.00%	+0.7%	Q4 2021
LOWLowes Companies Inc	$404K	0.04%	0.00%	-9.6%	Q1 2023
MDBMongoDB, Inc.	$395K	0.04%	0.00%	+1.4%	Q3 2023
NEENextera Energy Inc	$387K	0.04%	0.00%	-0.4%	Q4 2021
GLDSPDR Gold Trust	$369K	0.04%	0.00%	+0.1%	Q3 2024
TSLATesla, Inc.	$365K	0.04%	0.00%	+17.9%	Q4 2024

Q3 2025Reported Oct 24, 202576 positions
GOOGAlphabet Inc.	$24.5M	2.57%	Not reported	-11.6%	Q4 2021
VPLInvesco Pennsylvania Value Municipal Income Trust	$21.3M	2.23%	Not reported	-0.8%	Q4 2021
AAPLApple Inc.	$20.4M	2.14%	0.00%	+10.9%	Q4 2021
XONEExOne Co	$16M	1.68%	1.44%	+73.7%	Q1 2023
CNTACentessa Pharmaceuticals PLC	$14.5M	1.52%	0.44%	Not reported	Q4 2022
MSFTMicrosoft Corp	$12.6M	1.33%	0.00%	+2.6%	Q4 2021
GOOGLAlphabet Inc.	$6.95M	0.73%	0.00%	+4.3%	Q4 2021
AMZNAmazon Com Inc	$5.44M	0.57%	0.00%	+7.3%	Q4 2021
IDEVEndo Pharmaceuticals Solutions Inc.	$5.38M	0.56%	Not reported	+1.6%	Q2 2025
METAMeta Platforms, Inc.	$4.51M	0.47%	Not reported	-15.2%	Q4 2021
RDDTReddit, Inc.	$3.64M	0.38%	Not reported	New	Q3 2025
DEODiageo PLC	$3.27M	0.34%	0.00%	+0.8%	Q4 2022
PMPhilip Morris International Inc.	$3.17M	0.33%	0.00%	-2.9%	Q4 2024
NVDANvidia Corp	$2.77M	0.29%	0.00%	+47.4%	Q4 2022
BRK.BBerkshire Hathaway Inc	$2.61M	0.27%	Not reported	-0.5%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$2M	0.21%	Not reported	+53.3%	Q4 2021
VANIVivani Medical, Inc.	$1.44M	0.15%	1.66%	Not reported	Q3 2022
QQQInvesco QQQ Trust, Series 1	$1.35M	0.14%	Not reported	+8.5%	Q4 2022
CVXChevron Corp	$1.25M	0.13%	0.00%	+28.4%	Q4 2021
JPMJPMorgan Chase & Co	$1.15M	0.12%	0.00%	+5.2%	Q4 2021
AVGOBroadcom Inc.	$1.07M	0.11%	0.00%	+20.1%	Q1 2025
CADLCandel Therapeutics, Inc.	$1.01M	0.11%	0.36%	+0.8%	Q2 2025
PGPROCTER & GAMBLE Co	$949K	0.10%	0.00%	-6.1%	Q4 2021
ABBVAbbVie Inc.	$909K	0.10%	0.00%	-9.5%	Q4 2021
COSTCostco Wholesale Corp	$855K	0.09%	0.00%	+1.7%	Q3 2023
COPConocophillips	$812K	0.09%	0.00%	+2.2%	Q2 2022
NFLXNetflix Inc	$802K	0.08%	0.00%	+86.9%	Q4 2022
ORCLOracle Corp	$792K	0.08%	0.00%	-0.5%	Q4 2022
XOMExxonMobil Holdings Corp	$772K	0.08%	0.00%	+4.6%	Q4 2022
AXPAmerican Express Co	$727K	0.08%	0.00%	-3.2%	Q3 2022
MDYSPDR S&P Midcap 400 ETF Trust	$589K	0.06%	Not reported	Not reported	Q2 2023
MSTRStrategy Inc	$576K	0.06%	Not reported	+7.1%	Q2 2025
VVisa Inc.	$561K	0.06%	0.00%	+74.4%	Q4 2022
GSGoldman Sachs Group Inc	$520K	0.05%	0.00%	+11.6%	Q4 2022
BSXBoston Scientific Corp	$486K	0.05%	0.00%	+6.8%	Q4 2022
LOWLowes Companies Inc	$466K	0.05%	0.00%	+3.1%	Q1 2023
PSXPhillips 66	$451K	0.05%	0.00%	-2.8%	Q2 2022
MSMorgan Stanley	$442K	0.05%	0.00%	+4.3%	Q4 2021
ABTAbbott Laboratories	$439K	0.05%	0.00%	-10.5%	Q4 2021
HDHome Depot, Inc.	$436K	0.05%	0.00%	+41.1%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$431K	0.05%	0.00%	Not reported	Q2 2024
TMOThermo Fisher Scientific Inc.	$419K	0.04%	0.00%	+3.0%	Q4 2022
MCDMcdonalds Corp	$418K	0.04%	0.00%	+13.7%	Q4 2022
MARMarriott International Inc	$414K	0.04%	0.00%	-40.6%	Q3 2022
ADPAutomatic Data Processing Inc	$376K	0.04%	0.00%	-2.0%	Q1 2023
NEENextera Energy Inc	$366K	0.04%	0.00%	+46.8%	Q4 2021
INTUIntuit Inc.	$333K	0.03%	0.00%	+5.0%	Q3 2022
GLDSPDR Gold Trust	$330K	0.03%	0.00%	-44.9%	Q3 2024
MAMastercard Inc	$316K	0.03%	0.00%	+22.0%	Q1 2025
AONAon plc	$309K	0.03%	0.00%	-0.7%	Q3 2024

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