Tenet Wealth Partners, LLC ETF holdings
Champaign, IL
Reported $106.1M in 58 ETFs in its Form 13F for June 30, 2026.
ETF value
$106.1M
ETFs held
58
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
78.9%
of $134.5M
Top 10 of 58 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $34.5M | 46,469 | New position |
| JBND | Jpmorgan Active Bond ETF | $7.0M | 131,606 | New position |
| PAVE | Global X U.S. Infrastructure Development ETF | $5.9M | 103,461 | New position |
| BIV | Vanguard Intermediate-Term Bond ETF | $5.4M | 70,835 | New position |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $4.2M | 82,197 | New position |
| DFAI | Dimensional International Core Equity Market ETF | $3.9M | 93,061 | New position |
| IDEV | iShares Core MSCI International Developed Markets ETF | $3.0M | 34,046 | New position |
| IAU | iShares Gold Trust | $2.7M | 35,252 | New position |
| DFAS | Dimensional U.S. Small Cap ETF | $2.5M | 30,567 | New position |
| SPY | State Street SPDR S&P 500 ETF Trust | $2.2M | 2,936 | New position |
48 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002149209. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Tenet Wealth Partners, LLC own?
Tenet Wealth Partners, LLC reported 58 ETF positions worth $106.1M in its Form 13F for June 30, 2026. The largest was IVV, at $34.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.