Tenon Financial LLC

Q4 2025 13F-HR Holdings

Location
Metuchen, NJ
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$237,226
Net value change ($000)
+42,485 (21.8%)
New positions
7
Sold out positions
6
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VXUS 12,286 48.0%
VXF 10,746 29.0%
VOO 10,065 20.7%
BND 8,190 34.6%
BSCS 973 155.2%
AAPL 953 32.2%
AMZN 903 98.6%
LLY 714 40.2%
NVDA 443 178.6%
GOOGL 369 NEW
Top Reduces (Value $000, Stocks/ETFs)
BSCP -2,644 -100.0%
VTI -773 -9.6%
VEA -426 -3.2%
BSCQ -323 -8.6%
VIG -289 -100.0%
GOOGL -265 -100.0%
VTIP -256 -100.0%
VCSH -249 -100.0%
MGK -214 -100.0%
TYL -114 -13.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type