Tenon Financial LLC

CIK

2020781

Location

METUCHEN, NJ

Portfolio Value

Small $310,633,136

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,132 / 8,794 ▼ 136 · as of Jun 2026

Top Industry

Consumer Electronics 19.8%

Period ended 3 months ago

Filed Jul 24, 2026 · 2mo

10 quarters · since Mar 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

28.1%

+0.2 pts

Top 5

84.6%

−1.4 pts

Top 10

92.7%

−0.8 pts

HHI

1,764

Moderately concentrated−14

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.4%	$290,142,596	20
Technology	2.7%	$8,459,390	7
Healthcare	1.2%	$3,631,598	4
Industrials	1.0%	$3,125,732	4
Consumer Cyclical	0.6%	$1,901,476	1
Financial Services	0.5%	$1,549,350	3
Communication Services	0.4%	$1,343,517	2
Energy	0.2%	$479,477	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	+62,948	546,977	$40,168,043
VXUS	Vanguard Total International Stock ETF	+57,568	623,658	$53,316,522
VB	Vanguard Morningstar Small-Cap ETF	+30,618	164,220	$87,291,307
FNDA	Schwab Fundamental U.S. Small Company ETF	+30,521	50,545	$1,702,221
—		+22,323	273,536	$67,347,298
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	+8,711	479,695	$9,465,200
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+3,951	39,783	$7,049,496
VIGI	Vanguard International Dividend Appreciation ETF	+3,805	6,356	$1,004,438
ABI	VictoryShares Pioneer Asset-Based Income ETF	+1,537	5,135	$1,092,573
VCRM	Vanguard Core Tax-Exempt Bond ETF	+1,322	23,085	$1,167,639
NVDA	Nvidia Corp	+1,166	7,180	$1,436,646
VEA	Vanguard FTSE Developed Markets ETF	+903	206,582	$14,718,967
VEU	Vanguard FTSE All-World Ex-US ETF	+449	11,620	$693,597
ACSG	American Century Small Cap Growth Insights ETF	+358	8,579	$1,070,316
SPY	Spdr S&P 500 ETF Trust	+215	736	$549,622
GOOGL	Alphabet Inc.	+84	2,496	$888,379
QQQ	Invesco Qqq Trust, Series 1	+7	1,136	$836,550
BKF	iShares MSCI BIC ETF	+5	3,007	$307,616
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+1	1,888	$359,701
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
RKLB	Rocket Lab Corp	−2,033	2,000	$203,300
AAPL	Apple Inc.	−1,056	14,002	$4,051,618
TT	Trane Technologies plc	−408	2,947	$1,447,448
MSFT	Microsoft Corp	−268	3,869	$1,443,214
AMZN	Amazon Com Inc	−266	7,978	$1,901,476
XOM	ExxonMobil Holdings Corp	−17	3,507	$479,477
META	Meta Platforms, Inc.	−6	808	$455,138
LLY	ELI LILLY & Co	−1	2,330	$2,794,672
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
BRK-B	Berkshire Hathaway Inc	1,760	$880,686
JNJ	Johnson & Johnson	1,119	$284,192
EDV	Vanguard World Funds Extended Duration ETF	2,016	$240,952
AVGO	Broadcom Inc.	581	$219,472
PANW	Palo Alto Networks Inc	628	$214,160
JPM	Jpmorgan Chase & Co	636	$208,181
MRK	Merck & Co., Inc.	1,598	$205,343
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
BNDX	Vanguard Total International Bond ETF	8,498	$408,328
PLTR	Palantir Technologies Inc.	1,705	$249,407
SPGI	S&P Global Inc.	534	$227,131
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 tracked positions · $310,633,136 total · filing declares 61 positions · $310,855,127 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	164,220	+30,618	$87,291,307	+26.3%	28.10%
		Added	273,536	+22,323	$67,347,298	+30.3%	21.68%
VXUS	Vanguard Total International Stock ETF	Added	623,658	+57,568	$53,316,522	+22.1%	17.16%
BIV	Vanguard Intermediate-Term Bond ETF	Added	546,977	+62,948	$40,168,043	+12.6%	12.93%
VEA	Vanguard FTSE Developed Markets ETF	Added	206,582	+903	$14,718,967	+11.7%	4.74%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Added	479,695	+8,711	$9,465,200	+1.8%	3.05%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	39,783	+3,951	$7,049,496	—	2.27%
AAPL	Apple Inc. Technology	Reduced	14,002	-1,056	$4,051,618	+6.0%	1.30%
LLY	ELI LILLY & Co Healthcare	Reduced	2,330	-1	$2,794,672	+30.3%	0.90%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	7,978	-266	$1,901,476	+10.7%	0.61%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	50,545	+30,521	$1,702,221	+140.5%	0.55%
TT	Trane Technologies plc Industrials	Reduced	2,947	-408	$1,447,448	+3.5%	0.47%
MSFT	Microsoft Corp Technology	Reduced	3,869	-268	$1,443,214	−5.8%	0.46%
NVDA	Nvidia Corp Technology	Added	7,180	+1,166	$1,436,646	+37.0%	0.46%
BNDW	Vanguard Total World Bond ETF	Held	22,655	0	$1,336,191	−1.0%	0.43%
XPO	XPO, Inc. Industrials	Held	5,844	0	$1,199,714	+5.5%	0.39%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	23,085	+1,322	$1,167,639	+7.5%	0.38%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	5,135	+1,537	$1,092,573	+58.2%	0.35%
ACSG	American Century Small Cap Growth Insights ETF	Added	8,579	+358	$1,070,316	+17.9%	0.34%
VIGI	Vanguard International Dividend Appreciation ETF	Added	6,356	+3,805	$1,004,438	+165.9%	0.32%
GOOGL	Alphabet Inc. Communication Services	Added	2,496	+84	$888,379	+28.2%	0.29%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	1,760	NEW	$880,686	NEW	0.28%
QQQ	Invesco Qqq Trust, Series 1	Added	1,136	+7	$836,550	+28.4%	0.27%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	11,620	+449	$693,597	+14.9%	0.22%
AMAT	Applied Materials Inc /De Technology	Held	910	0	$657,930	+111.5%	0.21%
SPY	Spdr S&P 500 ETF Trust	Added	736	+215	$549,622	+62.2%	0.18%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,507	-17	$479,477	−19.8%	0.15%
BN	BROOKFIELD Corp /ON/ Financial Services	Held	10,812	0	$460,483	+5.2%	0.15%
META	Meta Platforms, Inc. Communication Services	Reduced	808	-6	$455,138	−2.3%	0.15%
TYL	Tyler Technologies Inc Technology	Held	1,492	0	$436,350	−14.6%	0.14%
DCOR	Dimensional US Core Equity 1 ETF	Held	9,566	0	$424,347	+14.2%	0.14%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	1,888	+1	$359,701	+43.4%	0.12%
HCA	HCA Healthcare, Inc. Healthcare	Held	891	0	$347,391	−17.6%	0.11%
BKF	iShares MSCI BIC ETF	Added	3,007	+5	$307,616	+30.3%	0.10%
JNJ	Johnson & Johnson Healthcare	NEW	1,119	NEW	$284,192	NEW	0.09%
QXO	QXO, Inc. Industrials	Held	15,930	0	$275,270	−11.0%	0.09%
EDV	Vanguard World Funds Extended Duration ETF	NEW	2,016	NEW	$240,952	NEW	0.08%
AVGO	Broadcom Inc. Technology	NEW	581	NEW	$219,472	NEW	0.07%
PANW	Palo Alto Networks Inc Technology	NEW	628	NEW	$214,160	NEW	0.07%
JPM	Jpmorgan Chase & Co Financial Services	NEW	636	NEW	$208,181	NEW	0.07%
MRK	Merck & Co., Inc. Healthcare	NEW	1,598	NEW	$205,343	NEW	0.07%
RKLB	Rocket Lab Corp Industrials	Reduced	2,000	-2,033	$203,300	−21.5%	0.07%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.