Tenon Financial LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Tenon Financial LLC held in its portfolio 49 assets valued at $237,225,557 (i.e. $237.23M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($58.75M), VANGUARD INDEX FDS ($47.82M), and VANGUARD STAR FDS ($37.89M).
The chart below shows the top 10 valuable assets, and the table below shows the top 49 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Tenon Financial LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 93676 | 58746988 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 228681 | 47821722 | EXTEND MKT ETF |
| VANGUARD STAR FDS | 502297 | 37893311 | VG TL INTL STK F |
| VANGUARD BD INDEX FDS | 430069 | 31855236 | TOTAL BND MRKT |
| VANGUARD TAX-MANAGED FDS | 207832 | 12983267 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 21781 | 7302678 | TOTAL STK MKT |
| APPLE INC | 14392 | 3912667 | COM |
| INVESCO EXCH TRD SLF IDX FD | 175486 | 3435135 | BULSHS 2026 CB |
| ISHARES TR | 22540 | 3351473 | CORE S&P TTL STK |
| INVESCO EXCH TRD SLF IDX FD | 159595 | 3150407 | BULSHS 2027 CB |
| ELI LILLY & CO | 2317 | 2490034 | COM |
| MICROSOFT CORP | 3761 | 1818951 | COM |
| AMAZON COM INC | 7880 | 1818862 | COM |
| INVESCO EXCH TRD SLF IDX FD | 77675 | 1600105 | INVSCO BLSH 28 |
| VANGUARD SCOTTSDALE FDS | 22655 | 1357714 | INTER TERM TREAS |
| TRANE TECHNOLOGIES PLC | 3355 | 1305766 | SHS |
| ISHARES TR | 1641 | 1124059 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 2256 | 1100626 | GROWTH ETF |
| VANGUARD MUN BD FDS | 21763 | 1094461 | TAX EXEMPT BD |
| AMERICAN CENTY ETF TR | 8203 | 836568 | US SML CP VALU |
| XPO INC | 5844 | 794258 | COM |
| TYLER TECHNOLOGIES INC | 1649 | 748564 | COM |
| NVIDIA CORPORATION | 3705 | 690987 | COM |
| INVESCO EXCHANGE TRADED FD T | 3598 | 689315 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 3107 | 593406 | VALUE ETF |
| VANGUARD INTL EQUITY INDEX F | 10854 | 583535 | FTSE EMR MKT ETF |
| META PLATFORMS INC | 765 | 505288 | CL A |
| BROOKFIELD CORP | 10812 | 496163 | CL A LTD VT SH |
| INVESCO QQQ TR | 805 | 494267 | UNIT SER 1 |
| S&P GLOBAL INC | 928 | 484964 | COM |
| ISHARES TR | 4925 | 416852 | CORE MSCI TOTAL |
| HCA HEALTHCARE INC | 891 | 415972 | COM |
| EXXON MOBIL CORP | 3416 | 411081 | COM |
| SCHWAB STRATEGIC TR | 14907 | 408899 | US DIVIDEND EQ |
| ISHARES TR | 1614 | 397306 | RUSSELL 2000 ETF |
| DIMENSIONAL ETF TRUST | 9566 | 378718 | US CORE EQUITY 2 |
| ALPHABET INC | 1180 | 369340 | CAP STK CL A |
| VANGUARD WHITEHALL FDS | 2551 | 366120 | HIGH DIV YLD |
| ISHARES TR | 966 | 360743 | RUS 1000 ETF |
| SPDR S&P 500 ETF TR | 520 | 354598 | TR UNIT |
| QXO INC | 15930 | 307290 | COM NEW |
| PALANTIR TECHNOLOGIES INC | 1700 | 302175 | CL A |
| ROCKET LAB CORP | 4000 | 279040 | COM |
| VANGUARD BD INDEX FDS | 3158 | 248911 | SHORT TRM BOND |
| ISHARES TR | 2050 | 246399 | CORE S&P SCP ETF |
| APPLIED MATLS INC | 910 | 233861 | COM |
| DISNEY WALT CO | 1942 | 220955 | COM |
| ISHARES INC | 3002 | 218192 | MSCI EMRG CHN |
| SCHWAB STRATEGIC TR | 4608 | 208328 | FUNDAMENTAL INTL |
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