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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 78.22% of Tenon Financial's stock portfolio.
Added to shares of these 10 stocks: VXUS, VOO, VXF, VTI, BND, VBR, AAPL, TSLA, BSCS, Exxon Mobil Corp.
Started 12 new stock positions in BNDX, DIS, PLTR, SPGI, VT, Exxon Mobil Corp, TMO, MGK, TSLA, VTIP. VB, VEU.
Reduced shares in these 10 stocks: VYM, , VUG, VEA, VTV, S&p Global, SPY, RKLB, TT, META.
Sold out of its positions in XOM, RKLB, S&p Global.
Tenon Financial was a net buyer of stock by $24M.
Tenon Financial has $331M in assets under management (AUM), dropping by 6.38%.
Central Index Key (CIK): 0002020781

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Portfolio Holdings for Tenon Financial

Tenon Financial holds 70 positions in its portfolio as reported in the September 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)	24.0	$79M	+4%	113k	700.86	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	20.2	$67M	+5%	289k	231.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	17.2	$57M	+7%	670k	84.96	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	12.4	$41M	+7%	587k	70.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.3	$14M	-2%	202k	70.61	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	4.0	$13M	+33%	35k	374.24	View chart
Apple (AAPL)	1.7	$5.6M	+19%	17k	333.01	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	1.2	$4.0M	+2%	205k	19.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.2	$3.9M	+10%	200k	19.55	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$3.8M		23k	166.28	View chart
Eli Lilly & Co. (LLY)	0.8	$2.7M		2.3k	1157.08	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.8	$2.6M	+33%	131k	20.12	View chart
Amazon (AMZN)	0.7	$2.3M	+14%	9.2k	249.15	View chart
Microsoft Corporation (MSFT)	0.6	$2.1M	+4%	4.0k	512.94	View chart
NVIDIA Corporation (NVDA)	0.5	$1.7M	+4%	7.5k	228.39	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.4	$1.5M	-19%	16k	90.11	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$1.4M	+6%	24k	56.66	View chart
Trane Technologies SHS (TT)	0.4	$1.3M		2.9k	451.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.3M	+16%	1.7k	766.03	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.4	$1.2M	+326%	5.3k	231.02	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.1M		23k	47.36	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$1.1M	+8%	9.3k	117.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.1M		5.2k	208.04	View chart
Xpo Logistics Inc equity (XPO)	0.3	$1.0M		5.8k	175.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$934k	+6%	1.9k	497.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$842k		1.1k	740.06	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$777k	+3%	24k	32.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$739k	+7%	13k	59.31	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.2	$737k	-28%	3.4k	216.10	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$697k		22k	31.47	View chart
Tesla Motors (TSLA)	0.2	$668k	NEW	1.9k	354.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$615k	+11%	1.8k	344.17	View chart
Exxonmobil Holdings Corp Com Shs	0.2	$597k	NEW	3.7k	162.75	View chart
Meta Platforms Cl A (META)	0.2	$583k		803.00	725.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$572k	NEW	3.6k	157.85	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$489k		1.8k	277.89	View chart
JPMorgan Chase & Co. (JPM)	0.1	$488k	+132%	1.5k	330.72	View chart
Tyler Technologies (TYL)	0.1	$475k		1.5k	318.60	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$468k		4.9k	94.99	View chart
Applied Materials (AMAT)	0.1	$465k		910.00	511.38	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$447k	NEW	5.4k	82.98	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$425k		9.6k	44.45	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$419k	NEW	8.5k	49.22	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$402k		966.00	416.13	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$399k	-59%	2.6k	155.20	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$394k		11k	36.46	View chart
Hca Holdings (HCA)	0.1	$380k		891.00	426.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$374k	+22%	1.1k	340.74	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$370k		1.9k	195.74	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$351k	-37%	461.00	762.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$345k		2.5k	136.06	View chart
Palantir Technologies Cl A (PLTR)	0.1	$342k	NEW	1.8k	187.05	View chart
Johnson & Johnson (JNJ)	0.1	$316k	+6%	1.2k	264.70	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$298k		3.0k	99.09	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$288k		5.4k	53.75	View chart
Broadcom (AVGO)	0.1	$276k	+35%	785.00	351.38	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$263k		3.4k	78.42	View chart
Palo Alto Networks (PANW)	0.1	$263k	+5%	661.00	397.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$253k		2.0k	125.67	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$247k		3.2k	76.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$242k		3.4k	71.94	View chart
Merck & Co (MRK)	0.1	$240k	+3%	1.7k	145.31	View chart
S&p Global (SPGI)	0.1	$237k	NEW	600.00	394.47	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$220k	NEW	4.7k	46.87	View chart
Thermo Fisher Scientific (TMO)	0.1	$211k	NEW	312.00	675.05	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.1	$210k	NEW	2.3k	92.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$203k		2.1k	96.89	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$202k	NEW	711.00	284.50	View chart
Walt Disney Company (DIS)	0.1	$202k	NEW	1.9k	104.91	View chart
Qxo Com New (QXO)	0.1	$186k		16k	11.69	View chart

Past Filings by Tenon Financial

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

Tenon Financial 2026 Q3 filed Oct. 14, 2026
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

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