Tenon Financial LLC

Est. AUM

$254.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$59.4M	99412	23.34%	SOLE
2	VANGUARD INDEX FDS	EXTEND MKT ETF	$51.7M	251213	20.31%	SOLE
3	VANGUARD STAR FDS	VG TL INTL STK F	$43.7M	566090	17.15%	SOLE
4	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$35.4M	480853	13.91%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$13.2M	205679	5.18%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$8.6M	26751	3.37%	SOLE
7	APPLE INC	COM	$3.8M	15058	1.50%	SOLE
8	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$3.8M	194906	1.50%	SOLE
9	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$3.5M	178875	1.38%	SOLE
10	ISHARES TR	CORE S&P TTL STK	$3.2M	22540	1.26%	SOLE
11	ELI LILLY & CO	COM	$2.1M	2331	0.84%	SOLE
12	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$2.0M	97203	0.78%	SOLE
13	AMAZON COM INC	COM	$1.7M	8244	0.67%	SOLE
14	MICROSOFT CORP	COM	$1.5M	4137	0.60%	SOLE
15	TRANE TECHNOLOGIES PLC	SHS	$1.4M	3355	0.55%	SOLE
16	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$1.3M	22655	0.53%	SOLE
17	XPO INC	COM	$1.1M	5844	0.45%	SOLE
18	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.1M	21763	0.43%	SOLE
19	NVIDIA CORPORATION	COM	$1.0M	6014	0.41%	SOLE
20	VANGUARD INDEX FDS	GROWTH ETF	$975K	2232	0.38%	SOLE
21	AMERICAN CENTY ETF TR	US SML CP VALU	$908K	8221	0.36%	SOLE
22	ISHARES TR	CORE S&P500 ETF	$866K	1325	0.34%	SOLE
23	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$691K	3598	0.27%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$651K	1129	0.26%	SOLE
25	VANGUARD INDEX FDS	VALUE ETF	$643K	3277	0.25%	SOLE
26	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$604K	11171	0.24%	SOLE
27	EXXON MOBIL CORP	COM	$598K	3524	0.23%	SOLE
28	TYLER TECHNOLOGIES INC	COM	$511K	1492	0.20%	SOLE
29	META PLATFORMS INC	CL A	$466K	814	0.18%	SOLE
30	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$457K	14907	0.18%	SOLE
31	BROOKFIELD CORP	CL A LTD VT SH	$438K	10812	0.17%	SOLE
32	ALPHABET INC	CAP STK CL A	$433K	1507	0.17%	SOLE
33	ISHARES TR	CORE MSCI TOTAL	$427K	4925	0.17%	SOLE
34	HCA HEALTHCARE INC	COM	$422K	891	0.17%	SOLE
35	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$408K	8498	0.16%	SOLE
36	ISHARES TR	RUSSELL 2000 ETF	$400K	1614	0.16%	SOLE
37	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$378K	2551	0.15%	SOLE
38	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$372K	9566	0.15%	SOLE
39	ISHARES TR	RUS 1000 ETF	$344K	966	0.14%	SOLE
40	STATE STR SPDR S&P 500 ETF T	TR UNIT	$339K	521	0.13%	SOLE
41	APPLIED MATLS INC	COM	$311K	910	0.12%	SOLE
42	QXO INC	COM NEW	$309K	15930	0.12%	SOLE
43	ALPHABET INC	CAP STK CL C	$260K	905	0.10%	SOLE
44	ROCKET LAB CORP	COM	$259K	4033	0.10%	SOLE
45	ISHARES TR	CORE S&P SCP ETF	$255K	2050	0.10%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET TEC	$251K	1887	0.10%	SOLE
47	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$250K	5117	0.10%	SOLE
48	PALANTIR TECHNOLOGIES INC	CL A	$249K	1705	0.10%	SOLE
49	VANGUARD BD INDEX FDS	SHORT TRM BOND	$249K	3176	0.10%	SOLE
50	VANGUARD INDEX FDS	MID CAP ETF	$243K	845	0.10%	SOLE

1–50 of 54

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.