Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 80.23% of Tenon Financial's stock portfolio.
Added to shares of these 10 stocks: VOO (+$5.8M), VXF (+$5.5M), VXUS, BND, VUG, BRK.B, FNDX, VYM, VTV, RSP.
Started 10 new stock positions in AVGO, VGT, IJH, BRK.B, FNDX, JNJ, JPM, S&p Global, MRK, PANW.
Reduced shares in these 10 stocks: BNDX, AAPL, PLTR, SPGI, RKLB, TT, MSFT, VTI, AMZN, IEFA.
Sold out of its positions in PLTR, SPGI, BNDX.
Tenon Financial was a net buyer of stock by $27M.
Tenon Financial has $311M in assets under management (AUM), dropping by 22.12%.
Central Index Key (CIK): 0002020781

Tip: Access up to 7 years of quarterly data

Positions held by Tenon Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Tenon Financial

Tenon Financial holds 61 positions in its portfolio as reported in the June 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)	23.8	$74M	+8%	108k	686.81	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	21.7	$67M	+8%	274k	246.21	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	17.2	$53M	+10%	624k	85.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	12.8	$40M	+13%	544k	73.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.7	$15M		207k	71.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.2	$9.8M		27k	370.05	View chart
Apple (AAPL)	1.3	$4.1M	-7%	14k	289.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.3	$3.9M	+2%	200k	19.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$3.7M		23k	164.27	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.1	$3.6M		181k	19.61	View chart
Eli Lilly & Co. (LLY)	0.9	$2.8M		2.3k	1199.43	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.6	$2.0M		98k	20.36	View chart
Amazon (AMZN)	0.6	$1.9M	-3%	8.0k	238.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$1.8M	+815%	20k	86.14	View chart
Trane Technologies SHS (TT)	0.5	$1.4M	-12%	2.9k	491.16	View chart
Microsoft Corporation (MSFT)	0.5	$1.4M	-6%	3.9k	373.05	View chart
NVIDIA Corporation (NVDA)	0.5	$1.4M	+19%	7.2k	200.10	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$1.3M		23k	58.98	View chart
Xpo Logistics Inc equity (XPO)	0.4	$1.2M		5.8k	205.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$1.2M	+6%	23k	50.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.1M	+42%	5.1k	212.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.1M	+9%	1.5k	748.75	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$1.1M	+4%	8.6k	124.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.0M	+46%	4.8k	217.94	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.0M	+149%	6.4k	158.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$881k	NEW	1.8k	500.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$836k		1.1k	736.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$734k	+55%	23k	31.71	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$694k	+4%	12k	59.69	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$686k	NEW	22k	31.10	View chart
Applied Materials (AMAT)	0.2	$658k		910.00	723.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$572k	+6%	1.6k	357.48	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$550k	+41%	736.00	746.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$529k	+9%	1.8k	300.45	View chart
Exxon Mobil Corporation (XOM)	0.2	$480k		3.5k	136.72	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$470k		4.9k	95.44	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$461k		11k	42.59	View chart
Meta Platforms Cl A (META)	0.1	$455k		808.00	563.56	View chart
Tyler Technologies (TYL)	0.1	$436k		1.5k	292.46	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$424k		9.6k	44.36	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$396k		966.00	409.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$376k	+23%	2.5k	148.29	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$360k		1.9k	190.47	View chart
Hca Holdings (HCA)	0.1	$347k		891.00	389.89	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$316k		895.00	353.33	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$308k		3.0k	102.31	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$303k	+14%	1.2k	242.99	View chart
Johnson & Johnson (JNJ)	0.1	$284k	NEW	1.1k	253.93	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$283k	+4%	5.4k	52.76	View chart
Qxo Com New (QXO)	0.1	$275k		16k	17.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$270k	+297%	3.4k	80.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$259k	NEW	3.4k	77.12	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$250k		3.2k	77.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$241k	NEW	2.0k	119.52	View chart
S&p Global Com Shs	0.1	$222k	NEW	546.00	407.26	View chart
Broadcom (AVGO)	0.1	$220k	NEW	581.00	378.03	View chart
Palo Alto Networks (PANW)	0.1	$214k	NEW	628.00	341.02	View chart
JPMorgan Chase & Co. (JPM)	0.1	$208k	NEW	636.00	327.09	View chart
Merck & Co (MRK)	0.1	$205k	NEW	1.6k	128.50	View chart
Rocket Lab Corp (RKLB)	0.1	$203k	-50%	2.0k	101.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$203k	-13%	2.1k	96.59	View chart

Past Filings by Tenon Financial

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

Tenon Financial 2026 Q2 filed July 24, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z