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Portfolio (Quarterly) Guide ↗

Tenon Financial LLC

· CIK 0002020781
13F Portfolio $237M AUM 49 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 19 Added 7 Reduced 6 Exited
Page 1 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 93,676.0 $58.7M 24.76% +14K +17.8% $627.13 +8.9%
2 VXF VANGUARD INDEX FDS 228,681.0 $47.8M 20.16% +51K +29.0% $209.12 +9.3%
3 VXUS VANGUARD STAR FDS 502,297.0 $37.9M 15.97% +154K +44.0% $75.44 +12.1%
4 BND VANGUARD BD INDEX FDS 430,069.0 $31.9M 13.43% +112K +35.1% $74.07 -1.5%
5 VEA VANGUARD TAX-MANAGED FDS 207,832.0 $13.0M 5.47% -16K -7.1% $62.47 +13.2%
6 VTI VANGUARD INDEX FDS 21,781.0 $7.3M 3.08% -3K -11.5% $335.28 +8.9%
7 AAPL APPLE INC Technology 14,392.0 $3.9M 1.65% +3K +23.3% $271.86 +12.2%
8 BSCQ INVESCO EXCH TRD SLF IDX FD 175,486.0 $3.4M 1.45% -17K -8.7% $19.57 -0.3%
9 ITOT ISHARES TR 22,540.0 $3.4M 1.41% $148.69 +9.1%
10 BSCR INVESCO EXCH TRD SLF IDX FD 159,595.0 $3.2M 1.33% +8K +5.2% $19.74 -0.7%
11 LLY ELI LILLY & CO Healthcare 2,317.0 $2.5M 1.05% $1074.68 -3.1%
12 MSFT MICROSOFT CORP Technology 3,761.0 $1.8M 0.77% +25.0 +0.7% $483.63 -13.3%
13 AMZN AMAZON COM INC Consumer Cyclical 7,880.0 $1.8M 0.77% +4K +89.2% $230.82 +16.3%
14 BSCS INVESCO EXCH TRD SLF IDX FD 77,675.0 $1.6M 0.68% +47K +154.3% $20.60 -1.2%
15 VGIT VANGUARD SCOTTSDALE FDS 22,655.0 $1.4M 0.57% $59.93 -2.0%
16 TT TRANE TECHNOLOGIES PLC Industrials 3,355.0 $1.3M 0.55% $389.20 +16.1%
17 IVV ISHARES TR 1,641.0 $1.1M 0.47% +395.0 +31.7% $684.98 +8.9%
18 VUG VANGUARD INDEX FDS 2,256.0 $1.1M 0.46% -257.0 -10.2% $487.87 -82.1%
19 VTEB VANGUARD MUN BD FDS 21,763.0 $1.1M 0.46% +117.0 +0.5% $50.29 -0.9%
20 AVUV AMERICAN CENTY ETF TR 8,203.0 $837K 0.35% $101.98 +16.9%
Page 1 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.8%
Healthcare 15.7%
Industrials 14.6%
Consumer Cyclical 9.9%
Financial Services 9.9%
Communication Services 5.9%
Energy 2.2%