TENET WEALTH PARTNERS, LLC: 13F holdings
CIK 21492092026Q2
| Positions | 101 |
|---|---|
| Reported value | $134.5m |
| Filed | 2026-08-07 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 46,469 | $34.5m | 25.7% |
| JBND J P MORGAN EXCHANGE TRADED F | 131,606 | $7.0m | 5.2% |
| PAVE GLOBAL X FDS | 103,461 | $5.9m | 4.4% |
| BIV VANGUARD BD INDEX FDS | 70,835 | $5.4m | 4.0% |
| SPEM SPDR INDEX SHS FDS | 82,197 | $4.2m | 3.1% |
| DFAI DIMENSIONAL ETF TRUST | 93,061 | $3.9m | 2.9% |
| MSFT MICROSOFT CORP | 9,316 | $3.6m | 2.7% |
| NVDA NVIDIA CORPORATION | 16,330 | $3.2m | 2.4% |
| VGK ISHARES TR | 34,046 | $3.0m | 2.3% |
| IAU ISHARES GOLD TR | 35,252 | $2.7m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2149209")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.