Tenon Financial Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total International Stock ETF
VXUS
|
+$5.06M |
| 2 |
Vanguard Extended Market ETF
VXF
|
+$4.82M |
| 3 |
Vanguard Total Bond Market
BND
|
+$3.77M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.59M |
| 5 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$1.67M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walt Disney
DIS
|
+$221K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$216K |
| 3 |
S&P Global
SPGI
|
+$183K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$142K |
| 5 |
Tyler Technologies
TYL
|
+$58.4K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 2.94% |
| 2 | Industrials | 1.22% |
| 3 | Healthcare | 1.01% |
| 4 | Consumer Discretionary | 0.67% |
| 5 | Communication Services | 0.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.5B
| $236K | 0.09% |
3,002
| – | – |
|
52
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
| $236K | 0.09% |
+1,085
| New | +$243K |
|
|
53
S&P Global
SPGI
$121B
| $227K | 0.09% |
534
-394
| -42% | -$183K |
|
54
iShares Core MSCI EAFE ETF
IEFA
$190B
| $218K | 0.09% |
+2,412
| New | +$225K |
|
|
55
Walt Disney
DIS
$167B
| – | – |
-1,942
| Closed | -$221K |
|
Similar funds
Tenon Financial's Q1 2026 Portfolio in Review
As of Q1 2026, Tenon Financial held 55 positions worth $255M, up 7.3% from $237M the previous quarter. Its ten largest holdings account for 89% of the portfolio.
Tenon Financial deployed $22.2M of net new capital in Q1 2026, opening 6 new positions and adding to 25 existing holdings. Its largest new stake was Vanguard Total International Bond ETF: 8,498 shares worth $408K.
By sector, the portfolio is most concentrated in Technology at 2.9% of assets, down from 3.2% a quarter earlier, followed by Industrials and Healthcare.
On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $216K trimmed.
- Tenon Financial's largest Q1 2026 buy was Vanguard Total International Bond ETF: 8,498 shares worth $408K.
- Tenon Financial added most to Vanguard Total International Stock ETF in Q1 2026, an estimated $5.06M increase.
- Tenon Financial's biggest Q1 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $216K.
- Tenon Financial fully exited Walt Disney in Q1 2026, selling an estimated $221K.
- Tenon Financial's ten largest holdings make up 89% of its $255M portfolio in Q1 2026.
- Tenon Financial opened 6 new positions and closed 1 in Q1 2026.
- Tenon Financial's portfolio value rose 7.3% quarter-over-quarter to $255M.
Based on Tenon Financial's 13F filing for Q1 2026, filed 21 Apr 2026.