TENET WEALTH PARTNERS, LLC

Registered adviser

CIK

2149209

Location

CHAMPAIGN, IL

Portfolio Value

Micro $80,990,025

Diversification

Diversified

Filing Date

Global Rank

#7,607 / 8,811 · as of Jun 2026

Top Industry

Software - Infrastructure 18.5%

Period ended 21 days ago

Filed Oct 19, 2026 · 2d

2 quarters · since Jun 2026

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 339818

Roster of Oct 1, 2026

Regulatory AUM

$246,867,155

Main clients

Individuals and high net worth (88% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Jun 2026 to Oct 2026	$246,867,155	Individuals and high net worth (88%)
Feb 2026 to May 2026	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 72.5% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 1.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 74.6%; sector active share 68.3% against the combined 13F book's sector weights.

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

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

View clone backtest

Portfolio Concentration

107 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.1%

−26.0 pts

Top 5

41.2%

−17.9 pts

Top 10

59.5%

−13.0 pts

HHI

469

Diversified−1,088

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	62.6%	$50,686,433	61
Technology	15.0%	$12,157,108	11
Communication Services	5.5%	$4,445,942	4
Healthcare	3.9%	$3,165,883	4
Consumer Defensive	3.4%	$2,769,294	7
Financial Services	3.4%	$2,764,008	7
Industrials	2.6%	$2,123,538	5
Consumer Cyclical	1.4%	$1,114,115	2
Utilities	1.1%	$855,639	3
Energy	0.9%	$688,574	2
Basic Materials	0.3%	$219,491	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JBND	JPMorgan Active Bond ETF	+4,809	136,415	$6,973,534
GPIX	Goldman Sachs S&P 500 Premium Income ETF	+3,950	23,484	$1,311,111
IFRA	iShares U.S. Infrastructure ETF	+3,365	9,139	$0
PULS	PGIM Ultra Short Bond ETF	+3,304	7,912	$391,327
BIV	Vanguard Bond Index Funds	+2,537	73,372	$5,345,883
SPHQ	Invesco S&P 500 Quality ETF	+2,414	12,647	$1,063,359
IBIT	iShares Bitcoin Trust ETF	+2,362	21,992	$1,041,101
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	+2,325	84,522	$4,374,858
HYD	VanEck High Yield Muni ETF	+2,279	9,814	$471,366
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	+2,131	47,471	$1,072,369
UITB	VictoryShares Core Intermediate Bond ETF	+1,818	27,566	$1,230,656
IVV	iShares Core S&P 500 ETF	+1,590	48,059	$0
IDMO	Invesco Ltd.	+1,410	18,593	$0
IDEV	iShares Core MSCI International Developed Markets ETF	+1,366	35,412	$0
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	+1,147	19,408	$0
DFAS	Dimensional U.S. Small Cap ETF	+1,070	31,637	$2,449,336
IAU	Ishares Gold Trust	+713	35,965	$2,808,866
FMDE	Fidelity Enhanced Mid Cap Core ETF	+705	21,099	$851,977
DFIV	Dimensional International Value ETF	+649	18,630	$1,040,671
WMT	Walmart Inc.	+630	4,760	$494,659
MLPX	Global X MLP and Energy Infrastructure ETF	+619	26,460	$0
AGG	iShares Core U.S. Aggregate Bond ETF	+531	20,192	$0
KO	Coca Cola Co	+402	3,888	$334,679
EWX	State Street(R) SPDR(R) S&P(R) Emerging Markets Small Cap ETF	+374	16,265	$1,156,441
PM	Philip Morris International Inc.	+322	2,234	$426,291
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IUSB	iShares Core Universal USD Bond ETF	−3,452	9,010	$0
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	−2,910	13,593	$319,027
JMST	JPMorgan Ultra-Short Municipal Income ETF	−2,799	12,762	$645,246
USRT	iShares Core U.S. REIT ETF	−1,858	27,774	$0
PAVE	Global X U.S. Infrastructure Development ETF	−1,109	102,352	$0
BUSE	First Busey Corp /Nv/	−633	8,549	$249,032
PG	PROCTER & GAMBLE Co	−435	3,802	$552,354
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−257	7,012	$0
VEA	Vanguard FTSE Developed Markets ETF	−228	11,413	$805,871
MUB	iShares National Muni Bond ETF	−217	4,725	$0
GOOGL	Alphabet Inc.	−189	2,407	$828,200
PEP	Pepsico Inc	−139	2,677	$339,229
NVDA	Nvidia Corp	−132	16,198	$3,699,299
IJT	iShares S&P Small-Cap 600 Growth ETF	−109	2,957	$0
MSFT	Microsoft Corp	−86	9,230	$4,734,067
META	Meta Platforms, Inc.	−83	1,556	$1,128,380
TSLA	Tesla, Inc.	−77	2,229	$790,871
CEG	Constellation Energy Corp	−73	843	$214,138
DIS	Walt Disney Co	−71	2,692	$282,390
SO	Southern Co	−71	3,637	$301,470
GOOG	Alphabet Inc.	−64	6,477	$2,206,972
IVW	iShares S&P 500 Growth ETF	−52	6,440	$0
ORCL	Oracle Corp	−44	3,077	$422,472
VNQ	VANGUARD REAL ESTATE INDEX FUND	−32	2,804	$251,322
MA	Mastercard Inc	−30	847	$467,095
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
JPST	JPMorgan Ultra-Short Income ETF	27,504	$1,385,376
PZA	Invesco National AMT-Free Municipal Bond ETF	44,166	$944,710
PLTR	Palantir Technologies Inc.	1,306	$244,287
RKLB	Rocket Lab Corp	3,500	$243,880
INTC	Intel Corp	1,935	$232,645
CVX	Chevron Corp	1,028	$209,927
CGUS	Capital Group Core Equity ETF	4,607	$205,011
CRWD	CrowdStrike Holdings, Inc.	758	$200,680
—		9,192	$0
ICF	iShares Select U.S. REIT ETF	4,402	$0
MTUM	iShares MSCI USA Momentum Factor ETF	783	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
SPMO	Invesco Ltd.	1,688	$272,679
HD	Home Depot, Inc.	617	$217,603
NFLX	Netflix Inc	3,004	$214,485
BITB	Bitwise Bitcoin ETF	6,141	$195,652
MMM	3M Co	1,145	$185,386
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

107 tracked positions · $80,990,025 total · filing declares 107 positions · $142,332,367 · as of Sep 30, 2026

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

Showing 1–50 of 107 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JBND	JPMorgan Active Bond ETF	Added	136,415	+4,809	$6,973,534	−1.0%	8.61%
BIV	Vanguard Bond Index Funds	Added	73,372	+2,537	$5,345,883	−1.6%	6.60%
MSFT	Microsoft Corp Technology	Reduced	9,230	-86	$4,734,067	+36.2%	5.85%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Added	84,522	+2,325	$4,374,858	+2.8%	5.40%
DFAI	Dimensional International Core Equity Market ETF	Added	93,107	+46	$3,857,423	+0.5%	4.76%
NVDA	Nvidia Corp Technology	Reduced	16,198	-132	$3,699,299	+13.2%	4.57%
IAU	Ishares Gold Trust	Added	35,965	+713	$2,808,866	+5.5%	3.47%
DFAS	Dimensional U.S. Small Cap ETF	Added	31,637	+1,070	$2,449,336	−2.7%	3.02%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,911	-25	$2,220,015	+1.3%	2.74%
GOOG	Alphabet Inc. Communication Services	Reduced	6,477	-64	$2,206,972	−4.5%	2.72%
VOO	VANGUARD 500 INDEX FUND	Added	3,052	+313	$2,139,024	+13.7%	2.64%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	35,003	+258	$1,657,742	−5.7%	2.05%
LLY	ELI LILLY & Co Healthcare	Reduced	1,386	-16	$1,603,712	−4.6%	1.98%
JPST	JPMorgan Ultra-Short Income ETF	NEW	27,504	NEW	$1,385,376	NEW	1.71%
GPIX	Goldman Sachs S&P 500 Premium Income ETF	Added	23,484	+3,950	$1,311,111	+20.8%	1.62%
UITB	VictoryShares Core Intermediate Bond ETF	Added	27,566	+1,818	$1,230,656	+2.0%	1.52%
EWX	State Street(R) SPDR(R) S&P(R) Emerging Markets Small Cap ETF	Added	16,265	+374	$1,156,441	−2.1%	1.43%
META	Meta Platforms, Inc. Communication Services	Reduced	1,556	-83	$1,128,380	+22.2%	1.39%
SPHY	State Street(R) SPDR(R) Portfolio High Yield Bond ETF	Added	47,471	+2,131	$1,072,369	+0.9%	1.32%
SPHQ	Invesco S&P 500 Quality ETF	Added	12,647	+2,414	$1,063,359	+15.3%	1.31%
IBIT	iShares Bitcoin Trust ETF	Added	21,992	+2,362	$1,041,101	+59.3%	1.29%
DFIV	Dimensional International Value ETF	Added	18,630	+649	$1,040,671	+7.1%	1.28%
JPM	Jpmorgan Chase & Co Financial Services	Held	3,118	0	$1,031,527	+1.1%	1.27%
AVGO	Broadcom Inc. Technology	Reduced	2,808	-25	$986,141	−7.9%	1.22%
PZA	Invesco National AMT-Free Municipal Bond ETF	NEW	44,166	NEW	$944,710	NEW	1.17%
VO	VANGUARD MID-CAP INDEX FUND	Added	11,495	+275	$901,437	−0.3%	1.11%
FMDE	Fidelity Enhanced Mid Cap Core ETF	Added	21,099	+705	$851,977	+2.9%	1.05%
QEFA	State Street(R) SPDR(R) MSCI EAFE StrategicFactors(SM) ETF	Held	8,623	0	$841,001	+1.6%	1.04%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,407	-189	$828,200	−10.7%	1.02%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	11,413	-228	$805,871	−2.8%	1.00%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,229	-77	$790,871	−18.5%	0.98%
JNJ	Johnson & Johnson Healthcare	Reduced	2,940	-13	$778,335	+3.8%	0.96%
CAT	Caterpillar Inc Industrials	Added	946	+4	$767,007	−23.5%	0.95%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Reduced	12,762	-2,799	$645,246	−18.7%	0.80%
DFAT	Dimensional U.S. Targeted Value ETF	Held	9,085	0	$603,607	−4.9%	0.75%
JHMM	John Hancock Multifactor Mid Cap ETF	Reduced	8,191	-20	$585,656	−4.8%	0.72%
DE	Deere & Co Industrials	Added	829	+3	$556,714	+6.3%	0.69%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,802	-435	$552,354	−11.1%	0.68%
MU	Micron Technology Inc Technology	Added	497	+3	$529,359	−7.2%	0.65%
ABBV	AbbVie Inc. Healthcare	Reduced	1,991	-28	$520,825	+2.5%	0.64%
WMT	Walmart Inc. Consumer Defensive	Added	4,760	+630	$494,659	+5.7%	0.61%
XOM	ExxonMobil Holdings Corp Energy	Added	2,941	+74	$478,647	+22.1%	0.59%
HYD	VanEck High Yield Muni ETF	Added	9,814	+2,279	$471,366	+21.4%	0.58%
MA	Mastercard Inc Financial Services	Reduced	847	-30	$467,095	+3.7%	0.58%
CSCO	Cisco Systems, Inc. Technology	Added	4,233	+46	$455,597	−7.4%	0.56%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,234	+322	$426,291	+23.2%	0.53%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Held	6,910	0	$424,965	+15.8%	0.52%
ORCL	Oracle Corp Technology	Reduced	3,077	-44	$422,472	−7.6%	0.52%
PULS	PGIM Ultra Short Bond ETF	Added	7,912	+3,304	$391,327	+71.4%	0.48%
GS	Goldman Sachs Group Inc Financial Services	Added	424	+1	$381,752	−10.8%	0.47%

Showing the top 50 of 107 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.