Tenon Financial LLC
CIK: 0002020781SEC EDGAR →
Portfolio Value
$237.2M
Holdings
49
As of
Q4 2025
New Positions
3
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 93,676 | $58.7M | 24.76% |
| 2 | VANGUARD INDEX FDS | 228,681 | $47.8M | 20.16% |
| 3 | VANGUARD STAR FDS | 502,297 | $37.9M | 15.97% |
| 4 | VANGUARD BD INDEX FDS | 430,069 | $31.9M | 13.43% |
| 5 | VANGUARD TAX-MANAGED FDS | 207,832 | $13.0M | 5.47% |
| 6 | VANGUARD INDEX FDS | 21,781 | $7.3M | 3.08% |
| 7 | APPLE INC | 14,392 | $3.9M | 1.65% |
| 8 | INVESCO EXCH TRD SLF IDX FD | 175,486 | $3.4M | 1.45% |
| 9 | ISHARES TR | 22,540 | $3.4M | 1.41% |
| 10 | INVESCO EXCH TRD SLF IDX FD | 159,595 | $3.1M | 1.33% |
Quarterly Changes
Top Buys
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 31 | $220.1M | 92.8% |
| Technology | 6 | $7.7M | 3.2% |
| Healthcare | 2 | $2.9M | 1.2% |
| Industrials | 3 | $2.4M | 1.0% |
| Consumer Cyclical | 1 | $1.8M | 0.8% |
| Communication Services | 3 | $1.1M | 0.5% |
| Unknown | 2 | $773K | 0.3% |
| Energy | 1 | $411K | 0.2% |