13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002020781
Total reported value
$310.9M
$310.9M
54 檔
65.4%
The Q1 2026 SEC filing reveals that Tenon Financial LLC held a total portfolio value of $310.9M, covering 54 public equity positions.
In Q1 2026, Tenon Financial LLC displayed an active expansion posture, initiating 6 new positions and adding to 25 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VXF, VXUS) accounted for 65.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.34% | +0.50% | +6.12% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-Other | 20.31% | +1.36% | +9.85% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 17.15% | — | +12.70% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 13.91% | -1.07% | +11.81% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.18% | -0.44% | -1.04% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.37% | -0.22% | +22.82% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.50% | -0.20% | +4.63% | |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.50% | -0.24% | +11.07% | |
| 9 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.38% | -0.24% | +12.08% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.26% | -0.06% | — | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.06% | +0.60% | |
| 12 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.78% | -0.14% | +25.14% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | -0.06% | +4.62% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.14% | +10.00% | |
| 15 | TT | Trane Technologies plc | Stock-Industrials | 0.55% | -0.08% | — | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.53% | -0.10% | — | |
| 17 | XPO | Xpo Inc | Stock-Industrials | 0.45% | -0.06% | — | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.43% | -0.05% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | +0.05% | +62.32% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.38% | +0.19% | -1.06% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.36% | -0.02% | +0.22% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.01% | -19.26% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.27% | +0.08% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.01% | +40.25% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.25% | +0.09% | +5.47% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.24% | -0.02% | +2.92% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | -0.08% | +3.16% | |
| 28 | TYL | Tyler Technologies Inc | Stock-Tech | 0.20% | -0.06% | -9.52% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.03% | +6.41% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.18% | +0.06% | — | |
| 31 | BN | Brookfield CORP | Stock-Financials | 0.17% | -0.02% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.01% | +27.71% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.17% | -0.02% | — | |
| 34 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.17% | -0.06% | — | |
| 35 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.16% | -0.16% | EXIT | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.16% | +0.01% | — | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.15% | +0.17% | — | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.15% | -0.01% | — | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.14% | -0.01% | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | +0.05% | +0.19% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.12% | +0.09% | — | |
| 42 | QXO | Qxo Inc | Stock-Industrials | 0.12% | -0.03% | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | — | — | |
| 44 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.10% | -0.03% | +0.82% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.10% | +0.02% | — | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.10% | +0.02% | — | |
| 47 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.10% | -0.01% | +11.05% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.10% | -0.10% | EXIT | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.10% | -0.02% | +0.57% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.10% | -0.01% | — |
According to official SEC Form 13F filings, Tenon Financial LLC reported a total U.S. public equity portfolio value of $310.9M across 54 disclosed positions in Q1 2026.
During Q1 2026, Tenon Financial LLC's top holdings by market value included VOO (23.3%)、VXF (20.3%)、VXUS (17.1%). The largest single position, VOO, represented 23.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BNDX
市值: $408.3K
Top Position Liquidated / Trimmed
DIS
前期市值: $221.0K
In Q1 2026, Tenon Financial LLC made 37 total portfolio adjustments, initiating 6 new buys, adding to 25 positions, trimming 5 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.