Tenon Financial LLC

Q1 2026 13F-HR Holdings

Location
Metuchen, NJ
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$254,556
Net value change ($000)
+17,330 (7.3%)
New positions
6
Sold out positions
1
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 5,758 15.2%
VXF 3,878 8.1%
BND 3,555 11.2%
VTI 1,279 17.5%
VOO 657 1.1%
BNDX 408 NEW
BSCS 385 24.1%
BSCQ 372 10.8%
BSCR 360 11.4%
NVDA 358 51.8%
Top Reduces (Value $000, Stocks/ETFs)
LLY -346 -13.9%
MSFT -288 -15.8%
SPGI -258 -53.2%
IVV -258 -23.0%
TYL -238 -31.8%
DIS -221 -100.0%
ITOT -141 -4.2%
VUG -126 -11.4%
AMZN -102 -5.6%
AAPL -91 -2.3%
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