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Latest Tenon Financial LLC Stock Portfolio

Tenon Financial LLC Performance:
2026 Q1: -1.66%YTD: -1.66%2025: 12.61%
Performance for 2026 Q1 is -1.66%, and YTD is -1.66%, and 2025 is 12.61%.

About Tenon Financial LLC and 13F Hedge Fund Stock Holdings

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tenon Financial LLC reported an equity portfolio of $254.6 Millions as of 31 Mar, 2026.

The top stock holdings of Tenon Financial LLC are VB, VB, VXUS. The fund has invested 23.3% of it's portfolio in VANGUARD INDEX FDS and 20.3% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off DISNEY WALT CO (DIS) stocks. They significantly reduced their stock positions in S&P GLOBAL INC (SPGI), ISHARES TR (IJR) and TYLER TECHNOLOGIES INC (TYL). Tenon Financial LLC opened new stock positions in VANGUARD CHARLOTTE FDS (BNDX), ALPHABET INC (GOOG) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), INVESCO QQQ TR (QQQ) and ALPHABET INC (GOOG).

Tenon Financial LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Tenon Financial LLC made a return of -1.66% in the last quarter. In trailing 12 months, it's portfolio return was 13.32%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard charlotte fds408,329
alphabet inc259,608
select sector spdr tr250,799
vanguard index fds242,667
vanguard index fds235,727
ishares tr218,385
New stocks bought by Tenon Financial LLC

Additions

Ticker% Inc.
nvidia corporation62.32
invesco qqq tr40.25
alphabet inc27.71
invesco exch trd slf idx fd25.14
vanguard index fds22.82
vanguard star fds12.7
invesco exch trd slf idx fd12.08
vanguard bd index fds11.81
Additions to existing portfolio by Tenon Financial LLC

Reductions

Ticker% Reduced
s&p global inc-42.46
ishares tr-19.26
tyler technologies inc-9.52
vanguard index fds-1.06
vanguard tax-managed fds-1.04
Tenon Financial LLC reduced stake in above stock

Sold off

Ticker$ Sold
disney walt co-220,955
Tenon Financial LLC got rid off the above stocks

Sector Distribution

Tenon Financial LLC has about 93.5% of it's holdings in Others sector.

Sector%
Others93.5
Technology3.1

Market Cap. Distribution

Tenon Financial LLC has about 6.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED93.5
MEGA-CAP4.9
LARGE-CAP1.6

Stocks belong to which Index?

About 5.8% of the stocks held by Tenon Financial LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others94.2
S&P 5005.8
Top 5 Winners (%)%
XPO
xpo inc
43.1 %
XOM
exxon mobil corp
40.1 %
AMAT
applied matls inc
33.0 %
FNDA
schwab strategic tr
11.8 %
AEMB
american centy etf tr
8.3 %
Top 5 Winners ($)$
VXUS
vanguard star fds
0.9 M
XPO
xpo inc
0.3 M
VEA
vanguard tax-managed fds
0.3 M
XOM
exxon mobil corp
0.2 M
TT
trane technologies plc
0.1 M
Top 5 Losers (%)%
TYL
tyler technologies inc
-23.4 %
MSFT
microsoft corp
-22.6 %
PLTR
palantir technologies inc
-17.7 %
SPGI
s&p global inc
-14.7 %
LLY
eli lilly & co
-14.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-2.9 M
VB
vanguard index fds
-0.8 M
MSFT
microsoft corp
-0.4 M
LLY
eli lilly & co
-0.4 M
VB
vanguard index fds
-0.4 M

Tenon Financial LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tenon Financial LLC

Tenon Financial LLC has 54 stocks in it's portfolio. About 88.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VXUS was the most profitable stock for Tenon Financial LLC last quarter.

Last Reported on: 21 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions