AiSiWhale

AI & tech investing

Tanager Wealth Management LLP

CIK 1892929

13F filing for Q2 2026・No. 2,349

Holdings
US$1.15B
Quarter change
+US$115.05M
Entries
158
Net bought (estimate)
+US$21.88M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 26
  • Sold out 13
  • Cut 45
  • Added 74
  • Corporate actions 0
  • Unchanged 13

Largest holdings

158 stocks worth US$1.15B, options and bonds left out.

StockThis quarterValueWeight
ISHARES TRCORE S&P TTL STKCutUS$180.79M15.74%
INVESCO EXCH TRADED FD TR IIINTL CORP BDAddedUS$104.21M9.07%
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKTCutUS$76.53M6.66%
VANGUARD INDEX FDSTOTAL STK MKTCutUS$76.39M6.65%
BONDBLOXX ETF TRUSTBLOOMBERG SIX MNCutUS$48.81M4.25%
GOOGALPHABET INCCAP STK CL CAddedUS$47.21M4.11%
BONDBLOXX ETF TRUSTBLOOMBERG ONE YRAddedUS$46.58M4.06%
BNY MELLON ETF TRUSTCORE BOND ETFCutUS$42.73M3.72%
VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETFAddedUS$35.93M3.13%
VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETFCutUS$32.15M2.80%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.