Tenon Financial LLC holds a concentrated book of 61 stocks worth $310.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Berkshire Hathaway Inc-CL B and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard S&P 500 ETF at 24% of the equity book. Cloning the disclosed picks since 2024 would be +28% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2020781/holdings"
Use Arkolith to show Tenon Financial LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.0 points over this window.
Growth of $10,000 cloning Tenon Financial LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Tenon Financial LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 73 / 61 | $721.5B |
| MORGAN STANLEY | 73 / 61 | $572.9B |
| JPMORGAN CHASE & CO | 73 / 61 | $520.8B |
| BANK OF AMERICA CORP /DE/ | 73 / 61 | $475.8B |
| WELLS FARGO & COMPANY/MN | 73 / 61 | $185.8B |
| ROYAL BANK OF CANADA | 73 / 61 | $160.8B |
| UBS Group AG | 73 / 61 | $152.9B |
| ENVESTNET ASSET MANAGEMENT INC | 73 / 61 | $116.9B |
Ranked by how many of Tenon Financial LLC's top 61 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $74.1M | 107.9K | 23.8% | ▲+8.5% Added · +8K sh | |
| 2 | Vanguard Index FDS EXTEND MKT ETF | $67.3M | 273.5K | 21.7% | ▲+8.9% Added · +22K sh | |
| 3 | Vanguard Star FDS VG TL INTL STK F | $53.3M | 623.7K | 17.2% | ▲+10% Added · +58K sh | |
| 4 | Vanguard BD Index FDS TOTAL BND MRKT | $39.9M | 543.8K | 12.8% | ▲+13% Added · +63K sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $14.7M | 206.6K | 4.7% | ▲+0.4% Added · +903 sh | |
| 6 | Vanguard Index FDS TOTAL STK MKT | $9.8M | 26.5K | 3.2% | ▼−1.0% Reduced · −262 sh | |
| 7 | Apple Inc COM | $4.1M | 14.0K | 1.3% | ▼−7.0% Reduced · −1K sh | |
| 8 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $3.9M | 200.3K | 1.3% | ▲+2.7% Added · +5K sh | |
| 9 | Ishares TR CORE S&P TTL STK | $3.7M | 22.7K | 1.2% | ▲+0.6% Added · +145 sh | |
| 10 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $3.6M | 181.4K | 1.1% | ▲+1.4% Added · +3K sh | |
| 11 | Eli Lilly & Co COM | $2.8M | 2.3K | 0.9% | ▼~0% Reduced · −1 sh | |
| 12 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $2.0M | 98.0K | 0.6% | ▲+0.8% Added · +820 sh | |
| 13 | Amazon Com Inc COM | $1.9M | 8.0K | 0.6% | ▼−3.2% Reduced · −266 sh | |
| 14 | Vanguard Index FDS GROWTH ETF | $1.8M | 20.4K | 0.6% | ▲+815% Added · +18K sh | |
| 15 | Trane Technologies PLC SHS | $1.4M | 2.9K | 0.5% | ▼−12% Reduced · −408 sh | |
| 16 | Microsoft Corp COM | $1.4M | 3.9K | 0.5% | ▼−6.5% Reduced · −268 sh | |
| 17 | Nvidia Corporation COM | $1.4M | 7.2K | 0.5% | ▲+19% Added · +1K sh | |
| 18 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.3M | 22.7K | 0.4% | —Held | |
| 19 | Xpo Inc COM | $1.2M | 5.8K | 0.4% | —Held | |
| 20 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.2M | 23.1K | 0.4% | ▲+6.1% Added · +1K sh | |
| 21 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.1M | 5.1K | 0.4% | ▲+43% Added · +2K sh | |
| 22 | Ishares TR CORE S&P500 ETF | $1.1M | 1.5K | 0.4% | ▲+10.0% Added · +132 sh | |
| 23 | American Centy ETF TR US SML CP VALU | $1.1M | 8.6K | 0.3% | ▲+4.3% Added · +358 sh | |
| 24 | Vanguard Index FDS VALUE ETF | $1.0M | 4.8K | 0.3% | ▲+46% Added · +2K sh | |
| 25 | Vanguard Whitehall FDS HIGH DIV YLD | $1.0M | 6.4K | 0.3% | ▲+149% Added · +4K sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $881K | 1.8K | 0.3% | ▲New New position | |
| 27 | Invesco QQQ TR UNIT SER 1 | $836K | 1.1K | 0.3% | ▲+0.6% Added · +7 sh | |
| 28 | Schwab Strategic TR US DIVIDEND EQ | $734K | 23.1K | 0.2% | ▲+55% Added · +8K sh | |
| 29 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $694K | 11.6K | 0.2% | ▲+4.0% Added · +449 sh | |
| 30 | Schwab Strategic TR FUNDAMENTAL US L | $686K | 22.1K | 0.2% | ▲New New position | |
| 31 | Applied Matls Inc COM | $658K | 910 | 0.2% | —Held | |
| 32 | Alphabet Inc CAP STK CL A | $572K | 1.6K | 0.2% | ▲+6.2% Added · +94 sh | |
| 33 | State STR SPDR S&P 500 ETF T TR UNIT | $549K | 736 | 0.2% | ▲+41% Added · +215 sh | |
| 34 | Ishares TR RUSSELL 2000 ETF | $529K | 1.8K | 0.2% | ▲+9.1% Added · +147 sh | |
| 35 | Exxon Mobil Corp COM | $479K | 3.5K | 0.2% | ▼−0.5% Reduced · −17 sh | |
| 36 | Ishares TR CORE MSCI TOTAL | $470K | 4.9K | 0.2% | —Held | |
| 37 | Brookfield Corp CL A LTD VT SH | $460K | 10.8K | 0.1% | —Held | |
| 38 | Meta Platforms Inc CL A | $455K | 808 | 0.1% | ▼−0.7% Reduced · −6 sh | |
| 39 | Tyler Technologies Inc COM | $436K | 1.5K | 0.1% | —Held | |
| 40 | Dimensional ETF Trust US COR EQU 2 ETF | $424K | 9.6K | 0.1% | —Held | |
| 41 | Ishares TR RUS 1000 ETF | $396K | 966 | 0.1% | —Held | |
| 42 | Ishares TR CORE S&P SCP ETF | $376K | 2.5K | 0.1% | ▲+24% Added · +483 sh | |
| 43 | Select Sector SPDR TR ST STR TECHN ETF | $360K | 1.9K | 0.1% | ▲+0.1% Added · +1 sh | |
| 44 | Hca Healthcare Inc COM | $347K | 891 | 0.1% | —Held | |
| 45 | Alphabet Inc CAP STK CL C | $316K | 895 | 0.1% | ▼−1.1% Reduced · −10 sh | |
| 46 | Ishares Inc MSCI EMRG CHN | $308K | 3.0K | 0.1% | ▲+0.2% Added · +5 sh | |
| 47 | Vanguard Index FDS SM CP VAL ETF | $303K | 1.2K | 0.1% | ▲+15% Added · +161 sh | |
| 48 | Johnson & Johnson COM | $284K | 1.1K | 0.1% | ▲New New position | |
| 49 | Schwab Strategic TR FUNDAMENTAL INTL | $283K | 5.4K | 0.1% | ▲+4.8% Added · +246 sh | |
| 50 | Qxo Inc COM NEW | $275K | 15.9K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 61 | $310.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 54 | $254.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 49 | $237.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 48 | $194.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 46 | $226.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 46 | $161.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 46 | $154.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 44 | $151.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.