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Tenon Financial

Latest statistics and disclosures from Tenon Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VXF, VXUS, BND, VEA, and represent 76.22% of Tenon Financial's stock portfolio.
Added to shares of these 10 stocks: VOO, BND, VGIT, BSCQ, BSCR, GOOG, NVDA, MGK, BSCS, BSCP.
Started 3 new stock positions in NVDA, GOOG, MGK.
Reduced shares in these 10 stocks: VXF (-$33M), VXUS (-$23M), VUG, CMF, VWO, TT, VTI, VEA, AMZN, DIS.
Sold out of its position in CMF.
Tenon Financial was a net seller of stock by $-53M.
Tenon Financial has $195M in assets under management (AUM), dropping by -13.98%.
Central Index Key (CIK): 0002020781

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Portfolio Holdings for Tenon Financial

Tenon Financial holds 48 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	25.0	$49M	+5%	80k	611.96	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	19.0	$37M	-47%	177k	209.20	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	13.1	$26M	-47%	349k	73.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	12.2	$24M	+3%	318k	74.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.9	$13M		224k	59.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.1	$8.1M		25k	328.16	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.9	$3.8M	+11%	192k	19.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.7	$3.3M		23k	145.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.5	$3.0M	+10%	152k	19.71	View chart
Apple (AAPL)	1.5	$3.0M		12k	253.55	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	1.4	$2.6M		128k	20.69	View chart
Microsoft Corporation (MSFT)	1.0	$1.9M		3.7k	516.65	View chart
Eli Lilly & Co. (LLY)	0.9	$1.8M		2.3k	763.01	View chart
Trane Technologies SHS (TT)	0.7	$1.4M	-13%	3.4k	421.96	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$1.4M	+103%	23k	60.03	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.2M	-50%	2.5k	477.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$1.1M		22k	50.07	View chart
Amazon (AMZN)	0.5	$916k		4.2k	220.03	View chart
Tyler Technologies (TYL)	0.4	$863k		1.6k	523.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$834k		1.2k	669.46	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$814k		8.2k	99.53	View chart
Xpo Logistics Inc equity (XPO)	0.4	$756k		5.8k	129.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$683k		3.6k	189.72	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.3	$627k	+31%	31k	20.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$570k	-49%	11k	54.18	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.3	$494k		7.2k	68.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$473k		788.00	600.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$468k		2.5k	186.49	View chart
S&p Global (SPGI)	0.2	$452k		928.00	486.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$414k		15k	27.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$407k		4.9k	82.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$391k		1.6k	241.96	View chart
Exxon Mobil Corporation (XOM)	0.2	$385k		3.4k	112.75	View chart
Hca Holdings (HCA)	0.2	$380k		891.00	426.20	View chart
Meta Platforms Cl A (META)	0.2	$367k		493.00	744.66	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$353k		966.00	365.48	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$334k		8.7k	38.57	View chart
Qxo Com New (QXO)	0.2	$304k		16k	19.06	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$300k		4.4k	67.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$289k		1.3k	215.89	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$265k	NEW	1.2k	213.78	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$256k		5.1k	50.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$249k		3.1k	79.95	View chart
NVIDIA Corporation (NVDA)	0.1	$248k	NEW	1.3k	186.60	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$246k		3.1k	78.92	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$242k		2.0k	118.84	View chart
Walt Disney Company (DIS)	0.1	$231k	-4%	2.0k	114.51	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$214k	NEW	531.00	402.42	View chart

Past Filings by Tenon Financial

SEC 13F filings are viewable for Tenon Financial going back to 2024

Tenon Financial 2025 Q3 filed Oct. 15, 2025
Tenon Financial 2025 Q2 filed July 15, 2025
Tenon Financial 2025 Q1 filed April 17, 2025
Tenon Financial 2024 Q4 filed Jan. 28, 2025
Tenon Financial 2024 Q3 filed Oct. 23, 2024
Tenon Financial 2024 Q2 filed July 26, 2024
Tenon Financial 2024 Q1 filed April 26, 2024

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