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CIK: 0002020781
Total reported value
$330.7M
$330.7M
61 檔
75.4%
According to the latest 13F quarterly dataset, Tenon Financial LLC managed an equity portfolio of $330.7M at the end of Q2 2026, spanning 61 distinct U.S. exchange-listed positions.
In Q2 2026, Tenon Financial LLC displayed an active expansion posture, initiating 10 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.84% | +0.17% | +8.55% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-Other | 21.67% | -1.44% | +8.89% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 17.15% | +0.07% | +10.17% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 12.84% | -0.39% | +13.08% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.73% | -0.42% | +0.44% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.15% | +0.85% | -0.98% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.38% | -7.01% | |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.26% | -0.05% | +2.75% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.20% | -0.06% | +0.64% | |
| 10 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.14% | +0.04% | +1.42% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | -0.08% | -0.04% | |
| 12 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.64% | +0.16% | +0.84% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.08% | -3.23% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | -0.12% | +815.19% | |
| 15 | TT | Trane Technologies plc | Stock-Industrials | 0.47% | -0.07% | -12.16% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | +0.16% | -6.48% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.06% | +19.39% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.43% | -0.02% | — | |
| 19 | XPO | Xpo Inc | Stock-Industrials | 0.39% | -0.08% | — | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.38% | -0.05% | +6.07% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.35% | -0.02% | +42.72% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.04% | +9.96% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.34% | -0.01% | +4.35% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.34% | -0.12% | +46.32% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.32% | -0.20% | +149.16% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.28% | — | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | -0.02% | +0.62% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.24% | -0.01% | +55.18% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.22% | — | +4.02% | |
| 30 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.22% | -0.01% | — | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 0.21% | -0.07% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.01% | +6.24% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | -0.07% | +41.27% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.17% | -0.02% | +9.11% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.15% | EXIT | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.15% | -0.01% | — | |
| 37 | BN | Brookfield CORP | Stock-Financials | 0.15% | -0.03% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | +0.03% | -0.74% | |
| 39 | TYL | Tyler Technologies Inc | Stock-Tech | 0.14% | — | — | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.14% | -0.01% | — | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.13% | -0.01% | — | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.12% | -0.02% | +23.56% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.12% | -0.01% | +0.05% | |
| 44 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.11% | +0.01% | — | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | +0.01% | -1.10% | |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.10% | -0.01% | +0.17% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.10% | +0.27% | +14.84% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | +0.01% | — | |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.09% | — | +4.81% | |
| 50 | QXO | Qxo Inc | Stock-Industrials | 0.09% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXF | Vanguard Extended Market ETF | +1.4% | +8.89% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.5% | +8.55% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | NEW | New buy |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | NEW | New buy |
| 5 | VUG | Vanguard Growth ETF | +0.2% | +815.19% | Add |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +149.16% | Add |
| 7 | VTV | Vanguard Value ETF | +0.1% | +46.32% | Add |
| 8 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 9 | JNJ | Johnson & Johnson | +0.1% | NEW | New buy |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +42.72% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.1% | NEW | New buy |
| 12 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 13 | ✓ | +0.1% | NEW | New buy | |
| 14 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 17 | MRK | Merck & Co. Inc. | +0.1% | NEW | New buy |
| 18 | LLY | Eli Lilly & Co | +0.1% | -0.04% | Trim |
| 19 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +55.18% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +19.39% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +41.27% | Add |
| 22 | IJR | Ishares Core S&p Small-cap E | 0% | +23.56% | Add |
| 23 | XLK | Ss Technology Select Sector | 0% | +0.05% | Add |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | +9.96% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.62% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | +6.24% | Add |
| 27 | IWM | Ishares Russell 2000 ETF | 0% | +9.11% | Add |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +0.17% | Add |
| 29 | VBR | Vanguard Small-cap Value ETF | 0% | +14.84% | Add |
| 30 | VXUS | Vanguard Total Intl Stock | — | +10.17% | Add |
| 31 | GOOG | Alphabet Inc-cl C | — | -1.10% | Trim |
| 32 | DFAC | Dimensional US Core Equity 2 | 0% | — | Unchanged |
| 33 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +4.81% | Add |
| 35 | VO | Vanguard Mid-cap ETF | 0% | +297.16% | Add |
| 36 | AVUV | Avantis US Small Cap Value | 0% | +4.35% | Add |
| 37 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.02% | Add |
| 38 | IXUS | Ishares Core Intl Stock ETF | 0% | — | Unchanged |
| 39 | BN | Brookfield CORP | 0% | — | Unchanged |
| 40 | IEFA | Ishares Core Msci Eafe ETF | 0% | -13.10% | Trim |
| 41 | BSV | Vanguard Short-term Bond ETF | 0% | +1.20% | Add |
| 42 | RKLB | Rocket Lab CORP | 0% | -50.41% | Trim |
| 43 | QXO | Qxo Inc | 0% | — | Unchanged |
| 44 | META | Meta Platforms Inc-class A | 0% | -0.74% | Trim |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | +6.07% | Add |
| 46 | ITOT | Ishares Core S&p Total U.s. | -0.1% | +0.64% | Add |
| 47 | AMZN | Amazon.com Inc | -0.1% | -3.23% | Trim |
| 48 | TYL | Tyler Technologies Inc | -0.1% | — | Unchanged |
| 49 | HCA | Hca Healthcare Inc | -0.1% | — | Unchanged |
| 50 | XPO | Xpo Inc | -0.1% | — | Unchanged |
According to official SEC Form 13F filings, Tenon Financial LLC reported a total U.S. public equity portfolio value of $330.7M across 61 disclosed positions in Q2 2026.
During Q2 2026, Tenon Financial LLC's top holdings by market value included VOO (23.8%)、VXF (21.7%)、VXUS (17.1%). The largest single position, VOO, represented 23.8% 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.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VXF, VXUS) accounted for 75.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
BRK-B
市值: $880.7K
Top Position Liquidated / Trimmed
BNDX
前期市值: $408.3K
In Q2 2026, Tenon Financial LLC made 54 total portfolio adjustments, initiating 10 new buys, adding to 30 positions, trimming 11 holdings, and fully liquidating 3 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.
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