Holdings of Tanager Wealth Management LLP
128 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 65.2 % of the equity sleeve
Sector breakdown
- Communication 5.9 %
- Technology 5.5 %
- Funds 1.6 %
- Consumer discretionary 0.9 %
- Consumer staples 0.9 %
- Financials 0.8 %
- Health care 0.4 %
- Energy 0.4 %
- Industrials 0.1 %
- Materials 0.1 %
- Utilities 0.1 %
- Unattributed 83.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- GB 0.1 %
- TW 0.1 %
- NL 0.0 %
- IN 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 122 | 836.7M $ | 99.74 % |
| 2 | GB | 3 | 1.1M $ | 0.13 % |
| 3 | TW | 1 | 659.6K $ | 0.08 % |
| 4 | NL | 1 | 402.9K $ | 0.05 % |
| 5 | IN | 1 | 27.5K $ | 0.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Fifth Third Bancorp | 6,154 | 286.9K $ | |
| 102 | Coca-Cola Co/The | 3,673 | 279.4K $ | |
| 103 | Newmont Corp | 2,514 | 272.1K $ | |
| 104 | PPG Industries Inc | 2,546 | 272.1K $ | |
| 105 | Starbucks Corp | 3,021 | 270.7K $ | |
| 106 | iShares Trust | 4,928 | 259K $ | |
| 107 | Applied Materials Inc | 756 | 258.4K $ | |
| 108 | Vanguard High Dividend Yield E | 1,744 | 258.3K $ | |
| 109 | iShares 0-1 Year Treasury Bond ETF | 2,300 | 253.9K $ | |
| 110 | Howmet Aerospace Inc | 1,095 | 252.4K $ | |
| 111 | iShares Trust | 1,924 | 246.5K $ | |
| 112 | Vanguard Index Funds | 1,327 | 244.5K $ | |
| 113 | International Business Machines Corp. | 991 | 240.2K $ | |
| 114 | Norfolk Southern Corp | 831 | 238.2K $ | |
| 115 | Vanguard Large-Cap ETF | 795 | 237.6K $ | |
| 116 | Lam Research Corp | 1,088 | 232.5K $ | |
| 117 | MongoDB Inc | 945 | 231.3K $ | |
| 118 | Intuit Inc | 529 | 228.7K $ | |
| 119 | iShares 0-5 Year TIPS Bond ETF | 2,118 | 219.1K $ | |
| 120 | VanEck J. P. Morgan EM Local Currency Bond ETF | 8,710 | 218.7K $ | |
| 121 | Strategy Inc | 1,731 | 216K $ | |
| 122 | Schwab Strategic Trust | 7,323 | 213.3K $ | |
| 123 | State Street SPDR Portfolio Developed World ex-US ETF | 4,669 | 213.1K $ | |
| 124 | Intuitive Surgical Inc | 440 | 202.8K $ | |
| 125 | VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF | 2,530 | 200.6K $ | |
| 126 | Haleon PLC | 13,603 | 136.2K $ | |
| 127 | Lloyds Banking Group PLC | 13,170 | 66.2K $ | |
| 128 | Wipro Ltd | 12,987 | 27.5K $ | |