account_balance
Investment manager · 13F filer · SEC CIK 2111360
Tenzing Financial LLC
Reported value$147Mas of Sep 30, 2026
Positions78 3 new, 9 sold out
Top 10 weight58.2%JEPI alone is 13%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JEPIJ P Morgan Exchange Traded F
12.9%Added +6%
IDEViShares Tr
8.6%
JQUAJ P Morgan Exchange Traded F
6.4%Added +3%
SCHGSchwab Strategic Tr
6.2%Added +4%
SPABSPDR Series Trust
5.5%Added +3%
SMTHAlps ETF Tr
5.0%Added +4%
IDOGAlps ETF Tr
3.8%Added +4%
AVLVAmerican Centy ETF Tr
3.5%Added +5%
IJHiShares Tr
3.5%Added +5%
MNBDAlps ETF Tr
2.7%+8%
SCHDSchwab Strategic Tr
2.7%
IVViShares Tr
2.7%
JEPIJ P Morgan Exchange Traded F
12.9%Added +6%
IDEViShares Tr
8.6%
JQUAJ P Morgan Exchange Traded F
6.4%
SCHGSchwab Strategic Tr
6.2%
SPABSPDR Series Trust
5.5%+3%
SMTHAlps ETF Tr
5.0%
IDOGAlps ETF Tr
3.8%
AVLVAmerican Centy ETF Tr
3.5%
IJH3.5%
MNBD
SCHD2.7%
IVV2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JEPI J P Morgan Exchange Traded F 12.9% Added +6%
IDEV iShares Tr 8.6% Held
JQUA J P Morgan Exchange Traded F 6.4% Added +3%
SCHG Schwab Strategic Tr 6.2% Added +4%
SPAB SPDR Series Trust 5.5% Added +3%
SMTH Alps ETF Tr 5.0% Added +4%
IDOG Alps ETF Tr 3.8% Added +4%
AVLV American Centy ETF Tr 3.5% Added +5%
IJH iShares Tr 3.5% Added +5%
MNBD Alps ETF Tr 2.7% Added +8%
SCHD Schwab Strategic Tr 2.7% Held
IVV iShares Tr 2.7% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.