BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Tanager Wealth Management LLP

· CIK 0001892929
13F Portfolio $1.0B AUM 145 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 70 Added 38 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 DFSD DIMENSIONAL ETF TRUST 10,748 $515K 0.05% SOLD
2 AON AON PLC Financial Services 871 $307K 0.03% SOLD
3 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,134 $292K 0.03% SOLD
4 APOS APOLLO GLOBAL MGMT INC Financial Services 1,644 $238K 0.02% SOLD
5 CANADIAN PACIFIC KANSAS CITY 3,151 $232K 0.02% SOLD
6 DIS DISNEY WALT CO Communication Services 1,846 $210K 0.02% SOLD
7 SPGI S&P GLOBAL INC Financial Services 402 $210K 0.02% SOLD
8 GTM ZOOMINFO TECHNOLOGIES INC Technology 20,123 $205K 0.02% SOLD
Sector Allocation
Communication Services 37.8%
Technology 35.0%
Financial Services 6.7%
Consumer Defensive 5.7%
Consumer Cyclical 5.4%
Healthcare 3.9%
Energy 3.7%
Industrials 1.0%
Basic Materials 0.4%
Utilities 0.3%