Tenet Wealth Partners, LLC reported 48 positions worth $34.38M for the quarter ended Sep 30, 2026, up 6.7% on the prior quarter. It opened 5 new positions, added to 19, trimmed 21 and exited 4. Its largest holding is Microsoft Corp at 13.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PLTR Palantir Technologies Inc. | +1,306 | – | $244.29K | 0.711% |
| RKLB Rocket Lab Corp | +3,500 | – | $243.88K | 0.709% |
| INTC Intel Corp | +1,935 | – | $232.65K | 0.677% |
| CVX Chevron Corp | +1,028 | – | $209.93K | 0.611% |
| CRWD CrowdStrike Holdings, Inc. | +758 | – | $200.68K | 0.584% |
| IBIT iShares Bitcoin Trust ETF | +2,362 | +12.0% | $111.82K | 3.03% |
| WMT Walmart Inc. | +630 | +15.3% | $65.47K | 1.44% |
| PM Philip Morris International Inc. | +322 | +16.8% | $61.44K | 1.24% |
| IAU Ishares Gold Trust | +713 | +2.0% | $55.69K | 8.17% |
| KO Coca Cola Co | +402 | +11.5% | $34.60K | 0.974% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BITB Bitwise Bitcoin ETF | -6,141 | -100.0% | $216.35K | Exited |
| NFLX Netflix Inc | -3,004 | -100.0% | $211.48K | Exited |
| HD Home Depot, Inc. | -617 | -100.0% | $207.37K | Exited |
| MMM 3M Co | -1,145 | -100.0% | $204.07K | Exited |
| GOOGL Alphabet Inc. | -189 | -7.3% | $65.03K | 2.41% |
| PG PROCTER & GAMBLE Co | -435 | -10.3% | $63.20K | 1.61% |
| META Meta Platforms, Inc. | -83 | -5.1% | $60.19K | 3.28% |
| MSFT Microsoft Corp | -86 | -0.9% | $44.11K | 13.77% |
| NVDA Nvidia Corp | -132 | -0.8% | $30.15K | 10.76% |
| TSLA Tesla, Inc. | -77 | -3.3% | $27.32K | 2.3% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 9,230 | $4.73M | 13.77% | -86 | -0.9% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 16.2K | $3.70M | 10.76% | -132 | -0.8% | Reduced | 0% |
| 3 | IAU Ishares Gold Trust | Others | 36.0K | $2.81M | 8.17% | +713 | +2.0% | Added | 0% |
| 4 | GOOG Alphabet Inc. | Technology | 6,477 | $2.21M | 6.42% | -64 | -1.0% | Reduced | 0% |
| 5 | LLY ELI LILLY & Co | Healthcare | 1,386 | $1.60M | 4.67% | -16 | -1.1% | Reduced | 0% |
| 6 | META Meta Platforms, Inc. | Technology | 1,556 | $1.13M | 3.28% | -83 | -5.1% | Reduced | 0% |
| 7 | IBIT iShares Bitcoin Trust ETF | Others | 22.0K | $1.04M | 3.03% | +2,362 | +12.0% | Added | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 3,118 | $1.03M | 3% | 0 | 0.0% | Unchanged | 0% |
| 9 | AVGO Broadcom Inc. | Technology | 2,808 | $986.14K | 2.87% | -25 | -0.9% | Reduced | 0% |
| 10 | GOOGL Alphabet Inc. | Technology | 2,407 | $828.20K | 2.41% | -189 | -7.3% | Reduced | 0% |
| 11 | TSLA Tesla, Inc. | Consumer Discretionary | 2,229 | $790.87K | 2.3% | -77 | -3.3% | Reduced | 0% |
| 12 | JNJ Johnson & Johnson | Healthcare | 2,940 | $778.34K | 2.26% | -13 | -0.4% | Reduced | 0% |
| 13 | CAT Caterpillar Inc | Industrials | 946 | $767.01K | 2.23% | +4 | +0.4% | Added | 0% |
| 14 | DE Deere & Co | Industrials | 829 | $556.72K | 1.62% | +3 | +0.4% | Added | 0% |
| 15 | PG PROCTER & GAMBLE Co | Consumer Staples | 3,802 | $552.36K | 1.61% | -435 | -10.3% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Tenet Wealth Partners.
As of its Q3 2026 13F filing, Tenet Wealth Partners, LLC’s five largest positions were Microsoft Corp (MSFT) at 13.8%, Nvidia Corp (NVDA) at 10.8%, Ishares Gold Trust (IAU) at 8.2%, Alphabet Inc. (GOOG) at 6.4%, ELI LILLY & Co (LLY) at 4.7% of the reported portfolio.
Tenet Wealth Partners, LLC reported a 13F portfolio worth $34.38M across 48 positions for Q3 2026. That is up 6.7% from the previous quarter.
Its largest purchases by value were Palantir Technologies Inc. ($244.29K), Rocket Lab Corp ($243.88K), Intel Corp ($232.65K). It opened 5 new positions.
Its largest sales by value were Bitwise Bitcoin ETF ($216.35K), Netflix Inc ($211.48K), Home Depot, Inc. ($207.37K). It exited 4 positions entirely.
From the Form 13F-HR reports Tenet Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.