Tenon Financial

METUCHEN, NJfiles as Tenon Financial LLC

$311m in 61 US stocks at the end of 30 June 2026. The top 10 are 88.3% of the money. It changed about 3.9% of the portfolio this quarter.

Value

$311m

Stocks

Top 10 share

88.3%

Turnover

3.9%

What changed this quarter

New

Bought for the first time this quarter.

Berkshire HathawayBRK-B
0.3% of the fund
Schwab Strategic TRFNDX
0.2% of the fund
Johnson & JohnsonJNJ
<0.1% of the fund
Ishares TRIJH
<0.1% of the fund
Vanguard World FDVGT
<0.1% of the fund
S&P Global
<0.1% of the fund
BroadcomAVGO
<0.1% of the fund
Palo Alto NetworksPANW
<0.1% of the fund
JPMorgan ChaseJPM
<0.1% of the fund
MerckMRK
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVOO
23.8% of the fund
+9%
Vanguard Index FDSVXF
21.7% of the fund
+9%
Vanguard Star FDSVXUS
17.2% of the fund
+10%
Vanguard BD Index FDSBND
12.8% of the fund
+13%
Invesco Exch TRD SLF IDX FDBSCQ
1.3% of the fund
+3%
Vanguard Index FDSVUG
0.6% of the fund
+53%
NvidiaNVDA
0.5% of the fund
+19%
Vanguard MUN BD FDSVTEB
0.4% of the fund
+6%
Invesco Exchange Traded FD TRSP
0.4% of the fund
+43%
Ishares TRIVV
0.4% of the fund
+10%
American Centy ETF TRAVUV
0.3% of the fund
+4%
Vanguard Index FDSVTV
0.3% of the fund
+46%
Vanguard Whitehall FDSVYM
0.3% of the fund
+149%
Schwab Strategic TRSCHD
0.2% of the fund
+55%
Vanguard Intl Equity Index FVWO
0.2% of the fund
+4%
AlphabetGOOGL
0.2% of the fund
+6%
State STR Spdr S&P 500 ETF TSPY
0.2% of the fund
+41%
Ishares TRIWM
0.2% of the fund
+9%
Ishares TRIJR
0.1% of the fund
+24%
Vanguard Index FDSVBR
<0.1% of the fund
+15%
Schwab Strategic TRFNDF
<0.1% of the fund
+5%

Cut

Sold some of their stake.

AppleAAPL
1.3% of the fund
-7%
Amazon.comAMZN
0.6% of the fund
-3%
Trane TechnologiesTT
0.5% of the fund
-12%
MicrosoftMSFT
0.5% of the fund
-6%
Rocket LabRKLB
<0.1% of the fund
-50%
Ishares TRIEFA
<0.1% of the fund
-13%

Sold out

Sold their entire stake.

Vanguard Charlotte FDSBNDX
-100%
Palantir TechnologiesPLTR
-100%
S&P GlobalSPGI
-100%

Holdings

Vanguard Index FDSVOO
Share
23.8%
Value
$74m
Shares
107,907
+9%
Vanguard Index FDSVXF
Share
21.7%
Value
$67m
Shares
273,536
+9%
Vanguard Star FDSVXUS
Share
17.2%
Value
$53m
Shares
623,658
+10%
Vanguard BD Index FDSBND
Share
12.8%
Value
$40m
Shares
543,763
+13%
Vanguard Tax-Managed FDSVEA
Share
4.7%
Value
$15m
Shares
206,582
Held
Vanguard Index FDSVTI
Share
3.2%
Value
$10m
Shares
26,489
Held
AppleAAPL
Share
1.3%
Value
$4m
Shares
14,002
-7%
Invesco Exch TRD SLF IDX FDBSCQ
Share
1.3%
Value
$4m
Shares
200,257
+3%
Ishares TRITOT
Share
1.2%
Value
$4m
Shares
22,685
Held
Invesco Exch TRD SLF IDX FDBSCR
Share
1.1%
Value
$4m
Shares
181,415
Held
Eli LillyLLY
Share
0.9%
Value
$3m
Shares
2,330
Held
Invesco Exch TRD SLF IDX FDBSCS
Share
0.6%
Value
$2m
Shares
98,023
Held
Amazon.comAMZN
Share
0.6%
Value
$2m
Shares
7,978
-3%
Vanguard Index FDSVUG
Share
0.6%
Value
$2m
Shares
20,427
+53%
Trane TechnologiesTT
Share
0.5%
Value
$1m
Shares
2,947
-12%
MicrosoftMSFT
Share
0.5%
Value
$1m
Shares
3,869
-6%
NvidiaNVDA
Share
0.5%
Value
$1m
Shares
7,180
+19%
Vanguard Scottsdale FDSVGIT
Share
0.4%
Value
$1m
Shares
22,655
Held
XPOXPO
Share
0.4%
Value
$1m
Shares
5,844
Held
Vanguard MUN BD FDSVTEB
Share
0.4%
Value
$1m
Shares
23,085
+6%
Invesco Exchange Traded FD TRSP
Share
0.4%
Value
$1m
Shares
5,135
+43%
Ishares TRIVV
Share
0.4%
Value
$1m
Shares
1,457
+10%
American Centy ETF TRAVUV
Share
0.3%
Value
$1m
Shares
8,579
+4%
Vanguard Index FDSVTV
Share
0.3%
Value
$1m
Shares
4,795
+46%
Vanguard Whitehall FDSVYM
Share
0.3%
Value
$1m
Shares
6,356
+149%
Berkshire HathawayBRK-B
Share
0.3%
Value
$880,686
Shares
1,760
New
Invesco QQQ TRQQQ
Share
0.3%
Value
$836,243
Shares
1,136
Held
Schwab Strategic TRSCHD
Share
0.2%
Value
$733,518
Shares
23,132
+55%
Vanguard Intl Equity Index FVWO
Share
0.2%
Value
$693,610
Shares
11,620
+4%
Schwab Strategic TRFNDX
Share
0.2%
Value
$685,748
Shares
22,050
New
Applied MaterialsAMAT
Share
0.2%
Value
$657,930
Shares
910
Held
AlphabetGOOGL
Share
0.2%
Value
$572,320
Shares
1,601
+6%
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$549,489
Shares
736
+41%
Ishares TRIWM
Share
0.2%
Value
$529,098
Shares
1,761
+9%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$479,477
Shares
3,507
Held
Ishares TRIXUS
Share
0.2%
Value
$470,042
Shares
4,925
Held
BrookfieldBN
Share
0.1%
Value
$460,483
Shares
10,812
Held
Meta PlatformsMETA
Share
0.1%
Value
$455,356
Shares
808
Held
Tyler TechnologiesTYL
Share
0.1%
Value
$436,350
Shares
1,492
Held
Dimensional ETF TrustDFAC
Share
0.1%
Value
$424,348
Shares
9,566
Held
Ishares TRIWB
Share
0.1%
Value
$395,577
Shares
966
Held
Ishares TRIJR
Share
0.1%
Value
$375,621
Shares
2,533
+24%
Select Sector Spdr TRXLK
Share
0.1%
Value
$359,613
Shares
1,888
Held
HCA HealthcareHCA
Share
0.1%
Value
$347,392
Shares
891
Held
AlphabetGOOG
Share
0.1%
Value
$316,230
Shares
895
Held
IsharesEMXC
Share
<0.1%
Value
$307,641
Shares
3,007
Held
Vanguard Index FDSVBR
Share
<0.1%
Value
$302,762
Shares
1,246
+15%
Johnson & JohnsonJNJ
Share
<0.1%
Value
$284,149
Shares
1,119
New
Schwab Strategic TRFNDF
Share
<0.1%
Value
$282,933
Shares
5,363
+5%
QXOQXO
Share
<0.1%
Value
$275,270
Shares
15,930
Held
Vanguard Index FDSVO
Share
<0.1%
Value
$270,393
Shares
3,356
Held
Ishares TRIJH
Share
<0.1%
Value
$259,112
Shares
3,360
New
Vanguard BD Index FDSBSV
Share
<0.1%
Value
$250,418
Shares
3,214
Held
Vanguard World FDVGT
Share
<0.1%
Value
$240,952
Shares
2,016
New
S&P Global
Share
<0.1%
Value
$222,364
Shares
546
New
BroadcomAVGO
Share
<0.1%
Value
$219,635
Shares
581
New
Palo Alto NetworksPANW
Share
<0.1%
Value
$214,161
Shares
628
New
JPMorgan ChaseJPM
Share
<0.1%
Value
$208,027
Shares
636
New
MerckMRK
Share
<0.1%
Value
$205,343
Shares
1,598
New
Rocket LabRKLB
Share
<0.1%
Value
$203,300
Shares
2,000
-50%
Ishares TRIEFA
Share
<0.1%
Value
$202,460
Shares
2,096
-13%

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	23.8%	$74m	107,907	+9%
Vanguard Index FDSVXF	21.7%	$67m	273,536	+9%
Vanguard Star FDSVXUS	17.2%	$53m	623,658	+10%
Vanguard BD Index FDSBND	12.8%	$40m	543,763	+13%
Vanguard Tax-Managed FDSVEA	4.7%	$15m	206,582	Held
Vanguard Index FDSVTI	3.2%	$10m	26,489	Held
AppleAAPL	1.3%	$4m	14,002	-7%
Invesco Exch TRD SLF IDX FDBSCQ	1.3%	$4m	200,257	+3%
Ishares TRITOT	1.2%	$4m	22,685	Held
Invesco Exch TRD SLF IDX FDBSCR	1.1%	$4m	181,415	Held
Eli LillyLLY	0.9%	$3m	2,330	Held
Invesco Exch TRD SLF IDX FDBSCS	0.6%	$2m	98,023	Held
Amazon.comAMZN	0.6%	$2m	7,978	-3%
Vanguard Index FDSVUG	0.6%	$2m	20,427	+53%
Trane TechnologiesTT	0.5%	$1m	2,947	-12%
MicrosoftMSFT	0.5%	$1m	3,869	-6%
NvidiaNVDA	0.5%	$1m	7,180	+19%
Vanguard Scottsdale FDSVGIT	0.4%	$1m	22,655	Held
XPOXPO	0.4%	$1m	5,844	Held
Vanguard MUN BD FDSVTEB	0.4%	$1m	23,085	+6%
Invesco Exchange Traded FD TRSP	0.4%	$1m	5,135	+43%
Ishares TRIVV	0.4%	$1m	1,457	+10%
American Centy ETF TRAVUV	0.3%	$1m	8,579	+4%
Vanguard Index FDSVTV	0.3%	$1m	4,795	+46%
Vanguard Whitehall FDSVYM	0.3%	$1m	6,356	+149%
Berkshire HathawayBRK-B	0.3%	$880,686	1,760	New
Invesco QQQ TRQQQ	0.3%	$836,243	1,136	Held
Schwab Strategic TRSCHD	0.2%	$733,518	23,132	+55%
Vanguard Intl Equity Index FVWO	0.2%	$693,610	11,620	+4%
Schwab Strategic TRFNDX	0.2%	$685,748	22,050	New
Applied MaterialsAMAT	0.2%	$657,930	910	Held
AlphabetGOOGL	0.2%	$572,320	1,601	+6%
State STR Spdr S&P 500 ETF TSPY	0.2%	$549,489	736	+41%
Ishares TRIWM	0.2%	$529,098	1,761	+9%
ExxonMobil HoldingsXOM	0.2%	$479,477	3,507	Held
Ishares TRIXUS	0.2%	$470,042	4,925	Held
BrookfieldBN	0.1%	$460,483	10,812	Held
Meta PlatformsMETA	0.1%	$455,356	808	Held
Tyler TechnologiesTYL	0.1%	$436,350	1,492	Held
Dimensional ETF TrustDFAC	0.1%	$424,348	9,566	Held
Ishares TRIWB	0.1%	$395,577	966	Held
Ishares TRIJR	0.1%	$375,621	2,533	+24%
Select Sector Spdr TRXLK	0.1%	$359,613	1,888	Held
HCA HealthcareHCA	0.1%	$347,392	891	Held
AlphabetGOOG	0.1%	$316,230	895	Held
IsharesEMXC	<0.1%	$307,641	3,007	Held
Vanguard Index FDSVBR	<0.1%	$302,762	1,246	+15%
Johnson & JohnsonJNJ	<0.1%	$284,149	1,119	New
Schwab Strategic TRFNDF	<0.1%	$282,933	5,363	+5%
QXOQXO	<0.1%	$275,270	15,930	Held
Vanguard Index FDSVO	<0.1%	$270,393	3,356	Held
Ishares TRIJH	<0.1%	$259,112	3,360	New
Vanguard BD Index FDSBSV	<0.1%	$250,418	3,214	Held
Vanguard World FDVGT	<0.1%	$240,952	2,016	New
S&P Global	<0.1%	$222,364	546	New
BroadcomAVGO	<0.1%	$219,635	581	New
Palo Alto NetworksPANW	<0.1%	$214,161	628	New
JPMorgan ChaseJPM	<0.1%	$208,027	636	New
MerckMRK	<0.1%	$205,343	1,598	New
Rocket LabRKLB	<0.1%	$203,300	2,000	-50%
Ishares TRIEFA	<0.1%	$202,460	2,096	-13%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 37.3% since 30 June 2025.

Where the money is

Technology2.7%

Health care1.2%

Industrials1.0%

Retail & consumer0.6%

Media & telecom0.4%

Financial services0.4%

Energy0.2%

Real estate0.1%

Other93.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.