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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 1,760.0 $881K 0.28% NEW $500.39
2 FNDX SCHWAB STRATEGIC TR 22,050.0 $686K 0.22% NEW $31.10 +4.0%
3 XLK SELECT SECTOR SPDR TR 1,888.0 $360K 0.12% NEW $190.47 -3.6%
4 GOOG ALPHABET INC 895.0 $316K 0.10% NEW $353.33
5 VBR VANGUARD INDEX FDS 1,246.0 $303K 0.10% NEW $242.99 +0.3%
6 JNJ JOHNSON & JOHNSON Healthcare 1,119.0 $284K 0.09% NEW $253.93 +6.8%
7 VO VANGUARD INDEX FDS 3,356.0 $270K 0.09% NEW $80.57 +0.9%
8 IJH ISHARES TR 3,360.0 $259K 0.08% NEW $77.12 -3.3%
9 VGT VANGUARD WORLD FD 2,016.0 $241K 0.08% NEW $119.52 -0.5%
10 S&P GLOBAL INC 546.0 $222K 0.07% NEW $407.26
11 AVGO BROADCOM INC Technology 581.0 $220K 0.07% NEW $378.03 -2.2%
12 PANW PALO ALTO NETWORKS INC Technology 628.0 $214K 0.07% NEW $341.02 +6.2%
13 JPM JPMORGAN CHASE & CO Financial Services 636.0 $208K 0.07% NEW $327.09 +8.5%
14 MRK MERCK & CO INC Healthcare 1,598.0 $205K 0.07% NEW $128.50 +16.7%
15 IEFA ISHARES TR 2,096.0 $202K 0.07% NEW $96.59 +2.8%

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%