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Portfolio (Quarterly) Guide ↗

Tenon Financial LLC

· CIK 0002020781
13F Portfolio $311M AUM 61 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 15 New 30 Added 6 Reduced 3 Exited
Page 1 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 107,907.0 $74.1M 23.84% +14K +15.2% $686.81 +2.0%
2 VXF VANGUARD INDEX FDS 273,536.0 $67.3M 21.66% +45K +19.6% $246.21 -3.3%
3 VXUS VANGUARD STAR FDS 623,658.0 $53.3M 17.15% +121K +24.2% $85.49 +1.4%
4 BND VANGUARD BD INDEX FDS 543,763.0 $39.9M 12.84% +114K +26.4% $73.41 -2.2%
5 VEA VANGUARD TAX-MANAGED FDS 206,582.0 $14.7M 4.74% -1K -0.6% $71.25 +1.2%
6 VTI VANGUARD INDEX FDS 26,489.0 $9.8M 3.15% +5K +21.6% $370.05 +1.4%
7 AAPL APPLE INC Technology 14,002.0 $4.1M 1.30% -390.0 -2.7% $289.37 +12.4%
8 BSCQ INVESCO EXCH TRD SLF IDX FD 200,257.0 $3.9M 1.26% +25K +14.1% $19.52 -0.0%
9 ITOT ISHARES TR 22,685.0 $3.7M 1.20% +145.0 +0.6% $164.27 +1.4%
10 BSCR INVESCO EXCH TRD SLF IDX FD 181,415.0 $3.6M 1.15% +22K +13.7% $19.61 -0.1%
11 LLY ELI LILLY & CO Healthcare 2,330.0 $2.8M 0.90% +13.0 +0.6% $1199.43 -3.3%
12 BSCS INVESCO EXCH TRD SLF IDX FD 98,023.0 $2.0M 0.64% +20K +26.2% $20.36 -0.4%
13 AMZN AMAZON COM INC Consumer Cyclical 7,978.0 $1.9M 0.61% +98.0 +1.2% $238.34 +7.0%
14 VUG VANGUARD INDEX FDS 20,427.0 $1.8M 0.57% +18K +805.5% $86.14 +1.4%
15 TT TRANE TECHNOLOGIES PLC Industrials 2,947.0 $1.4M 0.47% -408.0 -12.2% $491.16 -10.4%
16 MSFT MICROSOFT CORP Technology 3,869.0 $1.4M 0.46% +108.0 +2.9% $373.05 +34.3%
17 NVDA NVIDIA CORPORATION Technology 7,180.0 $1.4M 0.46% +3K +93.8% $200.10 +8.7%
18 VGIT VANGUARD SCOTTSDALE FDS 22,655.0 $1.3M 0.43% $58.98 -1.9%
19 XPO XPO INC Industrials 5,844.0 $1.2M 0.39% $205.29 -9.8%
20 VTEB VANGUARD MUN BD FDS 23,085.0 $1.2M 0.38% +1K +6.1% $50.58 -3.2%
Page 1 of 4  ·  61 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 40.9%
Healthcare 17.6%
Industrials 15.1%
Financial Services 9.9%
Consumer Cyclical 9.2%
Communication Services 5.0%
Energy 2.3%