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Tenon Financial Portfolio holdings
AUM
$311M
1-Year Est. Return
20.13%
This Fund
S&P 500
This Quarter
Est. Return
+12.67%
1 Year Est. Return
+20.13%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$311M
AUM Growth
+$56.3M
(+22%)
Cap. Flow
+$24.7M
Cap. Flow
% of AUM
7.95%
Top 10 Holdings %
Top 10 Hldgs %
88.29%
Holding
64
New
10
Increased
29
Reduced
12
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$5.66M |
| 2 |
Vanguard Extended Market ETF
VXF
|
+$5.12M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
+$4.82M |
| 4 |
Vanguard Total Bond Market
BND
|
+$4.62M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$846K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$408K |
| 2 |
Apple
AAPL
|
+$302K |
| 3 |
Palantir
PLTR
|
+$249K |
| 4 |
S&P Global
SPGI
|
+$227K |
| 5 |
Rocket Lab Corp
RKLB
|
+$203K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.72% |
| 2 | Healthcare | 1.17% |
| 3 | Industrials | 1.01% |
| 4 | Consumer Discretionary | 0.61% |
| 5 | Financials | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $270K | 0.09% |
3,356
-24
| -0.7% | -$1.86K |
|
52
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $259K | 0.08% |
+3,360
| New | +$247K |
|
53
Vanguard Short-Term Bond ETF
BSV
$44.7B
| $250K | 0.08% |
3,214
+38
| +1% | +$2.97K |
|
54
Vanguard Information Technology ETF
VGT
$139B
| $241K | 0.08% |
+2,016
| New | +$221K |
|
55
Broadcom
AVGO
$1.85T
| $220K | 0.07% |
+581
| New | +$233K |
|
56
Palo Alto Networks
PANW
$270B
| $214K | 0.07% |
+628
| New | +$144K |
|
57
JPMorgan Chase
JPM
$935B
| $208K | 0.07% |
+636
| New | +$198K |
|
58
Merck
MRK
$322B
| $205K | 0.07% |
+1,598
| New | +$187K |
|
|
59
Rocket Lab Corp
RKLB
$40.6B
| $203K | 0.07% |
2,000
-2,033
| -50% | -$203K |
|
60
iShares Core MSCI EAFE ETF
IEFA
$190B
| $202K | 0.07% |
2,096
-316
| -13% | -$30.4K |
|
|
61
Vanguard Total International Bond ETF
BNDX
$81.9B
| – | – |
-8,498
| Closed | -$408K |
|
|
62
Palantir
PLTR
$295B
| – | – |
-1,705
| Closed | -$249K |
|
|
63
S&P Global
SPGI
$121B
| – | – |
-534
| Closed | -$227K |
|
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Tenon Financial's Q2 2026 Portfolio in Review
As of Q2 2026, Tenon Financial held 64 positions worth $311M, up 22% from $255M the previous quarter. Its ten largest holdings account for 88% of the portfolio.
Tenon Financial deployed $24.7M of net new capital in Q2 2026, opening 10 new positions and adding to 29 existing holdings. Its largest new stake was Berkshire Hathaway Class B: 1,760 shares worth $881K.
By sector, the portfolio is most concentrated in Technology at 2.7% of assets, down from 2.9% a quarter earlier, followed by Healthcare and Industrials.
On the sell side, the largest reduction was Apple, an estimated $302K trimmed.
- Tenon Financial's largest Q2 2026 buy was Berkshire Hathaway Class B: 1,760 shares worth $881K.
- Tenon Financial added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $5.66M increase.
- Tenon Financial's biggest Q2 2026 reduction was Apple, cutting an estimated $302K.
- Tenon Financial fully exited Vanguard Total International Bond ETF in Q2 2026, selling an estimated $408K.
- Tenon Financial's ten largest holdings make up 88% of its $311M portfolio in Q2 2026.
- Tenon Financial opened 10 new positions and closed 3 in Q2 2026.
- Tenon Financial's portfolio value rose 22% quarter-over-quarter to $311M.
Based on Tenon Financial's 13F filing for Q2 2026, filed 24 Jul 2026.