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Portfolio (Quarterly) Guide ↗

Tenon Financial LLC

· CIK 0002020781
13F Portfolio $237M AUM 49 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 19 Added 7 Reduced 6 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XPO XPO INC Industrials 5,844.0 $794K 0.34% $135.91 +55.1%
22 TYL TYLER TECHNOLOGIES INC Technology 1,649.0 $749K 0.32% $453.95 -30.1%
23 NVDA NVIDIA CORPORATION Technology 3,705.0 $691K 0.29% +2K +178.6% $186.50 +17.7%
24 RSP INVESCO EXCHANGE TRADED FD T 3,598.0 $689K 0.29% $191.58 +6.9%
25 VTV VANGUARD INDEX FDS 3,107.0 $593K 0.25% +597.0 +23.8% $190.99 +9.4%
26 VWO VANGUARD INTL EQUITY INDEX F 10,854.0 $584K 0.25% +343.0 +3.3% $53.76 +9.2%
27 META META PLATFORMS INC Communication Services 765.0 $505K 0.21% +272.0 +55.2% $660.51 -8.0%
28 BN BROOKFIELD CORP Financial Services 10,812.0 $496K 0.21% +4K +50.0% $45.89 -1.0%
29 QQQ INVESCO QQQ TR Financial Services 805.0 $494K 0.21% +17.0 +2.2% $614.00 +16.4%
30 SPGI S&P GLOBAL INC Financial Services 928.0 $485K 0.20% $522.59 -20.2%
31 IXUS ISHARES TR 4,925.0 $417K 0.18% $84.64 +12.4%
32 HCA HCA HEALTHCARE INC Healthcare 891.0 $416K 0.17% $466.86 -15.9%
33 XOM EXXON MOBIL CORP Energy 3,416.0 $411K 0.17% $120.34 +29.9%
34 SCHD SCHWAB STRATEGIC TR 14,907.0 $409K 0.17% -254.0 -1.7% $27.43 +17.6%
35 IWM ISHARES TR 1,614.0 $397K 0.17% $246.16 +14.8%
36 DFAC DIMENSIONAL ETF TRUST 9,566.0 $379K 0.16% +900.0 +10.4% $39.59 +9.5%
37 GOOGL ALPHABET INC Communication Services 1,180.0 $369K 0.16% NEW $313.00 +23.9%
38 VYM VANGUARD WHITEHALL FDS 2,551.0 $366K 0.15% NEW $143.52 +9.6%
39 IWB ISHARES TR 966.0 $361K 0.15% $373.44 +8.4%
40 SPY SPDR S&P 500 ETF TR Financial Services 520.0 $355K 0.15% NEW $681.92 +8.9%
Page 2 of 3  ·  49 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.8%
Healthcare 15.7%
Industrials 14.6%
Consumer Cyclical 9.9%
Financial Services 9.9%
Communication Services 5.9%
Energy 2.2%