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Portfolio (Quarterly) Guide ↗

TENET WEALTH PARTNERS, LLC

· CIK 0002149209
13F Portfolio $134M AUM 101 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 101 New
Page 4 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLE SELECT SECTOR SPDR TR 6,910.0 $403K 0.30% NEW $58.36 +7.4%
62 PEP PEPSICO INC Consumer Defensive 2,816.0 $394K 0.29% NEW $139.79 +0.9%
63 WEC WEC ENERGY GROUP INC Utilities 3,363.0 $383K 0.28% NEW $113.82 -6.7%
64 HYD VANECK ETF TRUST 7,535.0 $380K 0.28% NEW $50.41 -0.7%
65 ORCL ORACLE CORP Technology 3,121.0 $374K 0.28% NEW $119.90 +25.7%
66 PM PHILIP MORRIS INTL INC Consumer Defensive 1,912.0 $374K 0.28% NEW $195.66 -1.9%
67 OEF ISHARES TR 1,025.0 $372K 0.28% NEW $363.22 +4.9%
68 WFC WELLS FARGO & CO Financial Services 4,148.0 $362K 0.27% NEW $87.27 -0.7%
69 IWL ISHARES TR 1,980.0 $361K 0.27% NEW $182.27 +4.6%
70 IWM ISHARES TR 1,230.0 $360K 0.27% NEW $292.91 +1.0%
71 LOW LOWES COS INC Consumer Cyclical 1,698.0 $359K 0.27% NEW $211.55 -1.7%
72 KLAC KLA CORP Technology 1,762.0 $358K 0.27% NEW $203.36 -13.7%
73 SO SOUTHERN CO Utilities 3,708.0 $358K 0.27% NEW $96.48 -8.5%
74 IFRA ISHARES TR 5,774.0 $357K 0.27% NEW $61.89 -4.3%
75 MO ALTRIA GROUP INC Consumer Defensive 4,878.0 $356K 0.26% NEW $72.89 -5.8%
76 IXN ISHARES TR 2,639.0 $348K 0.26% NEW $131.89 +6.6%
77 ETN EATON CORP PLC Industrials 824.0 $328K 0.24% NEW $398.64 +1.0%
78 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 334.0 $318K 0.24% NEW $951.58 -0.6%
79 FELG FIDELITY COVINGTON TRUST 7,399.0 $311K 0.23% NEW $41.97 +5.0%
80 V VISA INC Financial Services 845.0 $306K 0.23% NEW $362.53 +5.3%
Page 4 of 6  ·  101 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 30.5%
Financial Services 27.9%
Healthcare 10.0%
Consumer Defensive 8.8%
Communication Services 7.1%
Industrials 6.6%
Consumer Cyclical 4.0%
Utilities 3.1%
Energy 1.4%
Basic Materials 0.7%