TENET WEALTH PARTNERS, LLC

CIK

2149209

Location

CHAMPAIGN, IL

Portfolio Value

Micro $41,267,701

Diversification

Diversified

Filing Date

Jun 30, 2026

Global Rank

#7,355 / 8,633

Top Industry

Semiconductors 16.9%

Period ended 51 days ago

Filed Aug 7, 2026 · 13d

Clone Performance

Aug 2026–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

-0.5%

SPY

-0.9%

Annualised alpha

—

Max drawdown

−1.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.

Portfolio Concentration

49 tracked positions · as of Jun 30, 2026

Top Position

13.2%

of portfolio value

Top 5

43.8%

of portfolio value

Top 10

60.7%

of portfolio value

HHI

522

Diversified

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.5%	$12,180,021	7
Technology	24.9%	$10,262,370	8
Communication Services	11.2%	$4,642,518	4
Healthcare	7.7%	$3,164,510	4
Financial Services	6.8%	$2,802,420	6
Consumer Defensive	6.7%	$2,762,986	7
Industrials	5.6%	$2,314,745	5
Consumer Cyclical	3.8%	$1,561,898	3
Utilities	2.4%	$975,095	3
Energy	0.9%	$391,976	1
Basic Materials	0.5%	$209,162	1

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $41,267,701 total · filing declares 101 positions · $134,483,215 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BIV	Vanguard Intermediate-Term Bond ETF	First	70,835	—	$5,433,044	—	13.17%
MSFT	Microsoft Corp Technology	First	9,316	—	$3,475,054	—	8.42%
NVDA	Nvidia Corp Technology	First	16,330	—	$3,267,469	—	7.92%
GOOGL	Alphabet Inc. Communication Services	First	9,137	—	$3,238,863	—	7.85%
IAU	Ishares Gold Trust	First	35,252	—	$2,661,878	—	6.45%
SPY	Spdr S&P 500 ETF Trust	First	2,936	—	$2,192,516	—	5.31%
LLY	ELI LILLY & Co Healthcare	First	1,402	—	$1,681,601	—	4.07%
AVGO	Broadcom Inc. Technology	First	2,833	—	$1,070,165	—	2.59%
JPM	Jpmorgan Chase & Co Financial Services	First	3,118	—	$1,020,614	—	2.47%
CAT	Caterpillar Inc Industrials	First	942	—	$1,003,135	—	2.43%
TSLA	Tesla, Inc. Consumer Cyclical	First	2,306	—	$969,903	—	2.35%
META	Meta Platforms, Inc. Communication Services	First	1,639	—	$923,232	—	2.24%
VEA	Vanguard FTSE Developed Markets ETF	First	11,641	—	$829,421	—	2.01%
JNJ	Johnson & Johnson Healthcare	First	2,953	—	$749,973	—	1.82%
IBIT	iShares Bitcoin Trust ETF	First	19,630	—	$653,482	—	1.58%
PG	PROCTER & GAMBLE Co Consumer Defensive	First	4,237	—	$621,313	—	1.51%
MU	Micron Technology Inc Technology	First	494	—	$570,219	—	1.38%
KLAC	Kla Corp Technology	First	1,762	—	$531,613	—	1.29%
DE	Deere & Co Industrials	First	826	—	$523,956	—	1.27%
ABBV	AbbVie Inc. Healthcare	First	2,019	—	$508,061	—	1.23%
CSCO	Cisco Systems, Inc. Technology	First	4,187	—	$491,805	—	1.19%
WMT	Walmart Inc. Consumer Defensive	First	4,130	—	$467,763	—	1.13%
ORCL	Oracle Corp Technology	First	3,121	—	$457,382	—	1.11%
MA	Mastercard Inc Financial Services	First	877	—	$450,427	—	1.09%
GS	Goldman Sachs Group Inc Financial Services	First	423	—	$427,809	—	1.04%
LRCX	Lam Research Corp Technology	First	920	—	$398,663	—	0.97%
WEC	Wec Energy Group, Inc. Utilities	First	3,363	—	$392,697	—	0.95%
XOM	ExxonMobil Holdings Corp Energy	First	2,867	—	$391,976	—	0.95%
PEP	Pepsico Inc Consumer Defensive	First	2,816	—	$381,286	—	0.92%
LOW	Lowes Companies Inc Consumer Cyclical	First	1,698	—	$374,392	—	0.91%
SO	Southern Co Utilities	First	3,708	—	$354,892	—	0.86%
ETN	Eaton Corp plc Industrials	First	824	—	$351,122	—	0.85%
MO	Altria Group, Inc. Consumer Defensive	First	4,878	—	$350,972	—	0.85%
PM	Philip Morris International Inc. Consumer Defensive	First	1,912	—	$345,899	—	0.84%
WFC	Wells Fargo & Company/Mn Financial Services	First	4,148	—	$342,790	—	0.83%
COST	Costco Wholesale Corp /New Consumer Defensive	First	334	—	$312,446	—	0.76%
V	Visa Inc. Financial Services	First	845	—	$289,911	—	0.70%
KO	Coca Cola Co Consumer Defensive	First	3,486	—	$283,307	—	0.69%
BUSE	First Busey Corp /Nv/ Financial Services	First	9,182	—	$270,869	—	0.66%
DIS	Walt Disney Co Communication Services	First	2,763	—	$265,938	—	0.64%
GE	General Electric Co Industrials	First	672	—	$251,146	—	0.61%
CEG	Constellation Energy Corp Utilities	First	916	—	$227,506	—	0.55%
MRK	Merck & Co., Inc. Healthcare	First	1,750	—	$224,875	—	0.54%
HD	Home Depot, Inc. Consumer Cyclical	First	617	—	$217,603	—	0.53%
NFLX	Netflix Inc Communication Services	First	3,004	—	$214,485	—	0.52%
GLD	Spdr Gold Trust	First	581	—	$214,028	—	0.52%
NUE	Nucor Corp Basic Materials	First	939	—	$209,162	—	0.51%
BITB	Bitwise Bitcoin ETF	First	6,141	—	$195,652	—	0.47%
MMM	3M Co Industrials	First	1,145	—	$185,386	—	0.45%

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.