Tenon Financial LLC
RIA/Wealth
Tenon Financial LLC is a RIA/Wealth based in Metuchen, NJ led by Andrew David Panko, managing $194.7M across 48 long positions as of Q3 2025 with 93% ETF concentration, 87% concentrated in top 10 holdings, and 25% allocation to VOO.
OwnerAndrew David Panko
- Portfolio Value
- $194.7M
- Positions
- 48
- Top Holding
- VOO at 25%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Tenon Financial LLC's portfolio (87% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $48.7M | 25.00% | +$2.4M Bought | — 79.6K shares | |
ETF ETF | $37.1M | 19.04% | -$32.9M Sold | — 177.2K shares | |
ETF ETF | $25.6M | 13.15% | -$22.7M Sold | — 348.8K shares | |
ETF ETF | $23.7M | 12.15% | +$734.1K Bought | — 318.2K shares | |
ETF ETF | $13.4M | 6.89% | -$77.5K Sold | — 223.8K shares | |
ETF ETF | $8.1M | 4.15% | -$131.6K Sold | — 24.6K shares | |
ETF ETF | $3.8M | 1.93% | +$375.6K Bought | — 192.1K shares | |
ETF ETF | $3.3M | 1.69% | — | — 22.5K shares | |
ETF ETF | $3.0M | 1.54% | +$275.8K Bought | — 151.7K shares | |
Consumer Electronics Technology | $3.0M | 1.52% | — | 0.00% 11.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Tenon Financial LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+103.73% | |
+31.61% | |
+11.1% | |
+10.16% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-50.03% | |
-49.88% | |
-47.04% | |
-47.02% |
Analytics
Portfolio insights and performance metrics for Tenon Financial LLC
GthenA