Tanager Wealth Management LLP
Annual return '25
+13.4%
SPY '25
+17.7%
Alpha
-4.3ptsvs SPY
Invested
$830.9M
Holdings
532
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +25.2% (16.0k → 20.0k shares)
5.4%
02
$AAPL
APPLE INC
Q1 2026: Increased +2.4% (77.6k → 79.5k shares)
3.9%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 6.4% (3.0k → 2.8k shares)
3.0%
04
$CLIP
GLOBAL X FDS
Held since at least Q1 2024
2.2%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +73.2% (25.4k → 44.0k shares)
1.8%
06
$AMZN
AMAZON COM INC
Q1 2026: Sold 6.3% (24.0k → 22.5k shares)
1.7%
07
$PG
PROCTER & GAMBLE CO
Q3 2025: Sold 6.1% (6.6k → 6.2k shares)
1.6%
08
$FTSM
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
1.5%
09
$TSLA
TESLA INC
Q1 2026: Increased +45.8% (811 → 1.2k shares)
1.5%
10
$XOM
EXXON MOBIL CORP
Q1 2026: Increased +3.6% (6.8k → 7.1k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:46 UTC.