DOSSIER · 13F-HR · Q1 2026

Tenzing Financial LLC

Tenzing Financial's family office based in Stamford, CT $133M in tracked AUM across 70 positions as of Q1 2026.

TF
Tenzing Financial·Stamford, CT·Family Office
CIK 0002111360 · last filed Mar 31, 2026
Total AUM
$133M
11.1%
vs prior
Holdings
70
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Tenzing Financial LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JEPI
J P MORGAN EXCHANGE TRADED F
$18M308K13.4%
02
IDEV
ISHARES TR
$12M140K9.3%
03
SPAB
SPDR SERIES TRUST
$9M335K6.5%
04
JQUA
J P MORGAN EXCHANGE TRADED F
$8M124K5.9%
05
SCHG
SCHWAB STRATEGIC TR
$8M251K5.8%
06
SMTH
ALPS ETF TR
$8M293K5.7%
07
IDOG
ALPS ETF TR
$5M125K4.1%
08
IJH
ISHARES TR
$5M68K3.6%
09
AVLV
AMERICAN CENTY ETF TR
$5M54K3.4%
10
SCHD
SCHWAB STRATEGIC TR
$4M118K2.7%

Filing history

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