Tenet Wealth Partners, LLC holds a focused book of 101 reported positions worth $134.5M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). Their largest long position is Ishares Core S&P 500 ETF at 26% of the reported non-option book.
Tenet Wealth Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
24% mapped to company sectors
+4 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Tenet Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 30 / 80 | $1.0B |
| Uhlmann Price Securities, LLC | 29 / 80 | $2.5B |
| Ramsey Quantitative Systems | 8 / 80 | $98.1M |
| Trans-Canada Capital Inc. | 8 / 80 | $1.6B |
| Emerald Advisors, LLC | 26 / 80 | $634.6M |
| Outlook Capital Management, LLC | 11 / 80 | $241.1M |
| Consolidated Portfolio Review Corp | 14 / 80 | $888.2M |
| Marest Capital, LLC | 11 / 80 | $147.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Tenet Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $34.5M | 46.5K | 25.7% | ▲New New position | |
| 2 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $7.0M | 131.6K | 5.2% | ▲New New position | |
| 3 | Global X FDS US INFR DEV ETF | $5.9M | 103.5K | 4.4% | ▲New New position | |
| 4 | Vanguard BD Index FDS INTERMED TERM | $5.4M | 70.8K | 4.0% | ▲New New position | |
| 5 | SPDR Index SHS FDS ST PORT MARK ETF | $4.2M | 82.2K | 3.1% | ▲New New position | |
| 6 | Dimensional ETF Trust INTL CORE EQT MK | $3.9M | 93.1K | 2.9% | ▲New New position | |
| 7 | Microsoft Corp COM | $3.6M | 9.3K | 2.7% | ▲New New position | |
| 8 | Nvidia Corporation COM | $3.2M | 16.3K | 2.4% | ▲New New position | |
| 9 | Ishares TR CORE MSCI INTL | $3.0M | 34.0K | 2.3% | ▲New New position | |
| 10 | Ishares Gold TR ISHARES NEW | $2.7M | 35.3K | 2.0% | ▲New New position | |
| 11 | Dimensional ETF Trust US SMALL CAP ETF | $2.5M | 30.6K | 1.8% | ▲New New position | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $2.2M | 2.9K | 1.6% | ▲New New position | |
| 13 | Alphabet Inc CAP STK CL C | $2.1M | 6.5K | 1.6% | ▲New New position | |
| 14 | Ishares TR CRE U S REIT ETF | $2.1M | 29.6K | 1.5% | ▲New New position | |
| 15 | Global X FDS GLB X MLP ENRG I | $1.9M | 25.8K | 1.4% | ▲New New position | |
| 16 | Ishares TR CORE US AGGBD ET | $1.9M | 19.7K | 1.4% | ▲New New position | |
| 17 | Vanguard Index FDS S&P 500 ETF SHS | $1.9M | 2.7K | 1.4% | ▲New New position | |
| 18 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.7M | 34.7K | 1.3% | ▲New New position | |
| 19 | Eli Lilly & Co COM | $1.7M | 1.4K | 1.2% | ▲New New position | |
| 20 | Victory Portfolios II CORE BD ETF | $1.2M | 25.7K | 0.9% | ▲New New position | |
| 21 | Ishares TR CORE S&P TTL STK | $1.2M | 7.3K | 0.9% | ▲New New position | |
| 22 | JPMorgan Chase & Co COM | $1.1M | 3.1K | 0.8% | ▲New New position | |
| 23 | SPDR Index SHS FDS ST MARKE CAP ETF | $1.1M | 15.9K | 0.8% | ▲New New position | |
| 24 | Broadcom Inc COM | $1.1M | 2.8K | 0.8% | ▲New New position | |
| 25 | Goldman Sachs ETF TR S&P 500 PREMIUM | $1.1M | 19.5K | 0.8% | ▲New New position | |
| 26 | SPDR Series Trust ST PORT HIGH ETF | $1.1M | 45.3K | 0.8% | ▲New New position | |
| 27 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $1.0M | 17.2K | 0.8% | ▲New New position | |
| 28 | Dimensional ETF Trust INTERNATNAL VAL | $1.0M | 18.0K | 0.8% | ▲New New position | |
| 29 | Meta Platforms Inc CL A | $973K | 1.6K | 0.7% | ▲New New position | |
| 30 | Ishares TR ISHS 5-10YR INVT | $956K | 18.3K | 0.7% | ▲New New position | |
| 31 | Vanguard Index FDS MID CAP ETF | $909K | 11.2K | 0.7% | ▲New New position | |
| 32 | Invesco Exchange Traded FD T S&P500 QUALITY | $870K | 10.2K | 0.6% | ▲New New position | |
| 33 | Ishares TR S&P 500 GRWT ETF | $859K | 6.5K | 0.6% | ▲New New position | |
| 34 | Alphabet Inc CAP STK CL A | $848K | 2.6K | 0.6% | ▲New New position | |
| 35 | SPDR Index SHS FDS ST STR MSCI EAFE | $842K | 8.6K | 0.6% | ▲New New position | |
| 36 | Fidelity Covington Trust ENH MID COR ETF | $834K | 20.4K | 0.6% | ▲New New position | |
| 37 | Caterpillar Inc COM | $823K | 942 | 0.6% | ▲New New position | |
| 38 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $815K | 11.6K | 0.6% | ▲New New position | |
| 39 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $792K | 15.6K | 0.6% | ▲New New position | |
| 40 | Johnson & Johnson COM | $785K | 3.0K | 0.6% | ▲New New position | |
| 41 | Ishares Bitcoin Trust ETF SHS BEN INT | $722K | 19.6K | 0.5% | ▲New New position | |
| 42 | Tesla Inc COM | $713K | 2.3K | 0.5% | ▲New New position | |
| 43 | Ishares TR CORE S&P MCP ETF | $690K | 9.1K | 0.5% | ▲New New position | |
| 44 | Dimensional ETF Trust US TARGETED VLU | $643K | 9.1K | 0.5% | ▲New New position | |
| 45 | Procter & Gamble Co COM | $630K | 4.2K | 0.5% | ▲New New position | |
| 46 | John Hancock Exchange Traded MULTIFACTOR MI | $610K | 8.2K | 0.5% | ▲New New position | |
| 47 | Ishares TR CORE UNIVRSL USD | $568K | 12.5K | 0.4% | ▲New New position | |
| 48 | Ishares TR S&P SML 600 GWT | $529K | 3.1K | 0.4% | ▲New New position | |
| 49 | Ishares TR NATIONAL MUN ETF | $523K | 4.9K | 0.4% | ▲New New position | |
| 50 | Abbvie Inc COM | $519K | 2.0K | 0.4% | ▲New New position |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show TENET WEALTH PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 38d | 101 | $134.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.