DOSSIER · 13F-HR · Q2 2026

TENET WEALTH PARTNERS, LLC

$134M in tracked AUM across 101 positions as of Q2 2026.

TW
CIK 0002149209 · last filed Jun 30, 2026
Total AUM
$134M
as of Q2 2026
Holdings
101
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

TENET WEALTH PARTNERS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$35M46K25.7%
02
JBND
J P MORGAN EXCHANGE TRADED F
$7M132K5.2%
03
PAVE
GLOBAL X FDS
$6M103K4.4%
04
BIV
VANGUARD BD INDEX FDS
$5M71K4.0%
05
SPEM
SPDR INDEX SHS FDS
$4M82K3.1%
06
DFAI
DIMENSIONAL ETF TRUST
$4M93K2.9%
07
MSFT
MICROSOFT CORP
$4M9K2.7%
08
NVDA
NVIDIA CORPORATION
$3M16K2.4%
09
IDEV
ISHARES TR
$3M34K2.3%
10
IAU
ISHARES GOLD TR
$3M35K2.0%

Filing history

2026Q2Jun 30
$134M
101 positionsView →