Q3 2026 13F · SEC CIK 2149209

Tenet Wealth Partners, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $142.3M
Reported positions: 107
Holdings vs S&P 500, 3 yrs: —
Assets under management: $246.9M

Tenet Wealth Partners, LLC is a wealth manager that reported 107 positions worth $142.3M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Ishares Tr (IVV, 25.9%), J P Morgan Exchange Traded F (JBND, 4.9%), Global X U.s. Infrastructure Development (PAVE, 3.8%).

Tenet Wealth Partners, LLC holdings largest 50 of 107 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tenet Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	25.9%	25.7%	48,059	+3.4%	$36.8M
JBNDJ P Morgan Exchange Traded F	4.9%	5.2%	136,415	+3.7%	$7.0M
PAVEGlobal X U.s. Infrastructure Development	3.8%	4.4%	102,352	-1.1%	$5.4M
BIVVanguard Bd Index Fds	3.8%	4.0%	73,372	+3.6%	$5.3M
MSFTMicrosoft Corp	3.3%	2.7%	9,230	-0.9%	$4.7M
SPEMSpdr Index Shs Fds	3.1%	3.1%	84,522	+2.8%	$4.4M
DFAIDimensional ETF Trust	2.7%	2.9%	93,107	+0.0%	$3.9M
NVDANvidia Corporation	2.6%	2.4%	16,198	-0.8%	$3.7M
IDEVIshares Tr	2.2%	2.3%	35,412	+4.0%	$3.2M
IAUIshares Gold Tr	2.0%	2.0%	35,965	+2.0%	$2.8M
DFASDimensional ETF Trust	1.7%	1.8%	31,637	+3.5%	$2.4M
SPYState Str Spdr S&p 500 ETF T	1.6%	1.6%	2,911	-0.9%	$2.2M
GOOGAlphabet Inc	1.6%	1.6%	6,477	-1.0%	$2.2M
VOOVanguard Index Fds	1.5%	1.4%	3,052	+11.4%	$2.1M
AGGIshares Tr	1.3%	1.4%	20,192	+2.7%	$1.9M
MLPXGlobal X Fds	1.3%	1.4%	26,460	+2.4%	$1.8M
USRTIshares Tr	1.2%	1.5%	27,774	-6.3%	$1.7M
VTEBVanguard Mun Bd Fds	1.2%	1.3%	35,003	+0.7%	$1.7M
LLYEli Lilly & Co	1.1%	1.2%	1,386	-1.1%	$1.6M
JPSTJ P Morgan Exchange Traded F	1.0%	—	27,504	—	$1.4M
GPIXGoldman Sachs ETF Tr	0.9%	0.8%	23,484	+20.2%	$1.3M
UITBVictory Portfolios II	0.9%	0.9%	27,566	+7.1%	$1.2M
ITOTIshares Tr	0.8%	0.9%	7,012	-3.5%	$1.2M
EWXSpdr Index Shs Fds	0.8%	0.8%	16,265	+2.4%	$1.2M
IDMOInvesco Exch Traded Fd Tr II	0.8%	0.8%	18,593	+8.2%	$1.1M
METAMeta Platforms Inc	0.8%	0.7%	1,556	-5.1%	$1.1M
SPHYSpdr Series Trust	0.8%	0.8%	47,471	+4.7%	$1.1M
SPHQInvesco Exchange Traded Fd T	0.7%	0.6%	12,647	+23.6%	$1.1M
IBITIshares Bitcoin Trust ETF	0.7%	0.5%	21,992	+12.0%	$1.0M
DFIVDimensional ETF Trust	0.7%	0.8%	18,630	+3.6%	$1.0M
JPMJpmorgan Chase & Co	0.7%	0.8%	3,118	+0.0%	$1.0M
AVGOBroadcom Inc	0.7%	0.8%	2,808	-0.9%	$986K
IGIBIshares Tr	0.7%	0.7%	19,408	+6.3%	$977K
PZAInvesco Exch Traded Fd Tr II	0.7%	—	44,166	—	$945K
IVWIshares Tr	0.6%	0.6%	6,440	-0.8%	$916K
VOVanguard Index Fds	0.6%	0.7%	11,495	+2.5%	$901K
FMDEFidelity Covington Trust	0.6%	0.6%	21,099	+3.5%	$852K
QEFASpdr Index Shs Fds	0.6%	0.6%	8,623	+0.0%	$841K
GOOGLAlphabet Inc	0.6%	0.6%	2,407	-7.3%	$828K
VEAVanguard Ftse Developed Markets Index Fu	0.6%	0.6%	11,413	-2.0%	$806K
TSLATesla Inc	0.6%	0.5%	2,229	-3.3%	$791K
JNJJohnson & Johnson	0.5%	0.6%	2,940	-0.4%	$778K
CATCaterpillar Inc	0.5%	0.6%	946	+0.4%	$767K
IJHIshares Tr	0.5%	0.5%	9,077	-0.0%	$653K
JMSTJ P Morgan Exchange Traded F	0.5%	0.6%	12,762	-18.0%	$645K
DFATDimensional ETF Trust	0.4%	0.5%	9,085	+0.0%	$604K
JHMMJohn Hancock Exchange Traded	0.4%	0.5%	8,191	-0.2%	$586K
DEDeere & Co	0.4%	—	829	—	$557K
PGProcter & Gamble Co	0.4%	0.5%	3,802	-10.3%	$552K
MUMicron Technology Inc	0.4%	—	497	—	$529K

What Tenet Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

SPHQ Invesco Exchange Traded Fd T+23.6% shares
GPIX Goldman Sachs ETF Tr+20.2% shares
IBIT Ishares Bitcoin Trust ETF+12.0% shares
VOO Vanguard Index Fds+11.4% shares
IDMO Invesco Exch Traded Fd Tr II+8.2% shares
UITB Victory Portfolios II+7.1% shares
IGIB Ishares Tr+6.3% shares

Reduced

JMST J P Morgan Exchange Traded F-18.0% shares
PG Procter & Gamble Co-10.3% shares
GOOGL Alphabet Inc-7.3% shares
USRT Ishares Tr-6.3% shares
META Meta Platforms Inc-5.1% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$142.3M	107
Q2 2026	$134.5M	101

Questions about Tenet Wealth Partners, LLC's portfolio

What stocks does Tenet Wealth Partners, LLC own?

Tenet Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 107 positions worth $142.3M. The largest are Ishares Tr (IVV) at 25.9%, J P Morgan Exchange Traded F (JBND) at 4.9%, Global X U.s. Infrastructure Development (PAVE) at 3.8%, Vanguard Bd Index Fds (BIV) at 3.8% and Microsoft Corp (MSFT) at 3.3%.

What did Tenet Wealth Partners, LLC buy last quarter?

In Q3 2026, Tenet Wealth Partners, LLC added Invesco Exchange Traded Fd T (SPHQ) (+23.6% shares), Goldman Sachs ETF Tr (GPIX) (+20.2% shares) and Ishares Bitcoin Trust ETF (IBIT) (+12.0% shares), compared with its Q2 2026 filing.

What did Tenet Wealth Partners, LLC sell last quarter?

In Q3 2026, Tenet Wealth Partners, LLC cut from its top 50 Ishares Tr (IUSB), cut from its top 50 Ishares Tr (IJT), cut from its top 50 Ishares Tr (MUB), cut from its top 50 Abbvie Inc (ABBV), J P Morgan Exchange Traded F (JMST) (-18.0% shares), Procter & Gamble Co (PG) (-10.3% shares) and Alphabet Inc (GOOGL) (-7.3% shares), compared with its Q2 2026 filing.

When is Tenet Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tenet Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Tenet Wealth Partners, LLC manage?

Tenet Wealth Partners, LLC reported $246.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $142.3M.