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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 79.88% of Tenon Financial's stock portfolio.
Added to shares of these 10 stocks: VXUS, VXF, BND, VOO, VTI, BNDX, NVDA, BSCS, BSCQ, BSCR.
Started 6 new stock positions in VO, BNDX, IEFA, XLK, GOOG, VBR.
Reduced shares in these 6 stocks: DIS, IVV, SPGI, VEA, TYL, VUG.
Sold out of its position in DIS.
Tenon Financial was a net buyer of stock by $22M.
Tenon Financial has $255M in assets under management (AUM), dropping by 7.31%.
Central Index Key (CIK): 0002020781

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Portfolio Holdings for Tenon Financial

Tenon Financial holds 54 positions in its portfolio as reported in the March 2026 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)	23.3	$59M	+6%	99k	597.55	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	20.3	$52M	+9%	251k	205.80	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	17.1	$44M	+12%	566k	77.11	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	13.9	$35M	+11%	481k	73.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.2	$13M		206k	64.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.4	$8.6M	+22%	27k	320.81	View chart
Apple (AAPL)	1.5	$3.8M	+4%	15k	253.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.5	$3.8M	+11%	195k	19.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.4	$3.5M	+12%	179k	19.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.3	$3.2M		23k	142.43	View chart
Eli Lilly & Co. (LLY)	0.8	$2.1M		2.3k	919.80	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.8	$2.0M	+25%	97k	20.42	View chart
Amazon (AMZN)	0.7	$1.7M	+4%	8.2k	208.27	View chart
Microsoft Corporation (MSFT)	0.6	$1.5M	+9%	4.1k	370.19	View chart
Trane Technologies SHS (TT)	0.5	$1.4M		3.4k	416.74	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.5	$1.3M		23k	59.55	View chart
Xpo Logistics Inc equity (XPO)	0.4	$1.1M		5.8k	194.55	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$1.1M		22k	49.89	View chart
NVIDIA Corporation (NVDA)	0.4	$1.0M	+62%	6.0k	174.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$975k		2.2k	436.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$908k		8.2k	110.48	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$866k	-19%	1.3k	653.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$691k		3.6k	191.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$651k	+40%	1.1k	576.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$643k	+5%	3.3k	196.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$604k	+2%	11k	54.05	View chart
Exxon Mobil Corporation (XOM)	0.2	$598k	+3%	3.5k	169.66	View chart
Tyler Technologies (TYL)	0.2	$511k	-9%	1.5k	342.38	View chart
Meta Platforms Cl A (META)	0.2	$466k	+6%	814.00	572.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$457k		15k	30.68	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$438k		11k	40.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$434k	+27%	1.5k	287.65	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$427k		4.9k	86.64	View chart
Hca Holdings (HCA)	0.2	$422k		891.00	473.24	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$408k	NEW	8.5k	48.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$400k		1.6k	248.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$378k		2.6k	148.10	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$372k		9.6k	38.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$344k		966.00	356.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$339k		521.00	650.34	View chart
Applied Materials (AMAT)	0.1	$311k		910.00	341.79	View chart
Qxo Com New (QXO)	0.1	$309k		16k	19.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$260k	NEW	905.00	286.86	View chart
Rocket Lab Corp (RKLB)	0.1	$259k		4.0k	64.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$255k		2.1k	124.33	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$251k	NEW	1.9k	132.91	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$250k	+11%	5.1k	48.93	View chart
Palantir Technologies Cl A (PLTR)	0.1	$249k		1.7k	146.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$249k		3.2k	78.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$243k	NEW	845.00	287.18	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$236k		3.0k	78.66	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$236k	NEW	1.1k	217.26	View chart
S&p Global (SPGI)	0.1	$227k	-42%	534.00	425.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$218k	NEW	2.4k	90.54	View chart

Past Filings by Tenon Financial

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

Tenon Financial 2026 Q1 filed April 21, 2026
Tenon Financial 2025 Q4 filed Jan. 16, 2026
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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