SEC 13F Intelligence

Managers / Q1 2026

Tenret Co LLC

CIK 0001874146 · 515 WEST BAY STREET, 100, TAMPA, FL, 33606 · 17275996201

Reported Value
$207M
Q1 2026
Positions
33
Filings on Record
19
2019–present window
Filed
May 27, 2026
original filing

Summary

Tenret Co LLC reported $207M in U.S.-listed holdings across 33 positions for Q1 2026.

Its largest position, Vanguard Tax Managed Fds, represents 15.4% of the portfolio.

Compared with Q2 2025, the fund opened 0 new positions and exited 3.

Portfolio Metrics

Turnover
+0.7%
vs prior filed quarter
Top-10 Concentration
+75.9%
share of reported value
Largest Position
+15.4%
Vanguard Tax Managed Fds

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’21: $108MQ2 ’21Q3 ’21: $106MQ4 ’21: $112MQ1 ’22: $111MQ1 ’22Q2 ’22: $96MQ3 ’22: $91MQ4 ’22: $103MQ4 ’22Q1 ’23: $113MQ2 ’23: $119MQ4 ’23: $127MQ4 ’23Q1 ’24: $142MQ2 ’24: $144MQ3 ’24: $159MQ3 ’24Q4 ’24: $159MQ1 ’25: $165MQ2 ’25: $183MQ2 ’25Q1 ’26: $207Mfilingsflow.com

Portfolio Composition

By security type
ETP: 99.4%Common Stock: 0.6%
  • ETP · 99.4% · $206M
  • Common Stock · 0.6% · $1M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline) · note: prior filed quarter, not the immediately preceding one

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRADDED+27.1K33.5K+$1M$2M
BRK/BBERKSHIRE HATHAWAY INC DELSOLD OUT5110$248,228$0
WISDOMTREE TRSOLD OUT2.8K0$236,817$0
METAMETA PLATFORMS INCSOLD OUT2880$212,570$0
VANGUARD MUN BD FDSADDED+89.9K245.0K+$5M$12M
ISHARES TRADDED+3.1K16.8K+$356,672$2M
SCHWAB STRATEGIC TRTRIMMED35.2K200.2K$247,618$5M
SCHWAB STRATEGIC TRADDED+111.1K984.6K+$3M$23M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

13 positions
#IssuerClass% PortfolioValueShares
1VTVVANGUARD INDEX FDSVALUE ETF · GROWTH ETF · TOTAL STK MKT · MCAP VL IDXVIP · MCAP GR IDXVIP · SM CP VAL ETF · SML CP GRW ETF · S&P 500 ETF SHS · REAL ESTATE ETF35.11%$73M282.0K
2SCHWAB STRATEGIC TRUS AGGREGATE B · INTL EQTY ETF · US LRG CAP ETF · US LCAP GR ETF · EMRG MKTEQ ETF · US SML CAP ETF · US MID-CAP ETF · US LCAP VA ETF · US DIVIDEND EQ19.08%$39M1.60M
3VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT15.44%$32M498.8K
4VANGUARD CHARLOTTE FDSTOTAL INT BD ETF6.64%$14M285.9K
5VANGUARD MUN BD FDSTAX EXEMPT BD5.90%$12M245.0K
6VANGUARD STAR FDSVG TL INTL STK F5.56%$12M149.3K
7VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF4.14%$9M158.4K
8SPDR SERIES TRUSTSTATE STREET SPD3.08%$6M140.8K
9ISHARES TRNATIONAL MUN ETF · CORE INTL AGGR · CORE S&P500 ETF · CORE US AGGBD ET · RUSSELL 2000 ETF2.37%$5M55.7K
10VANGUARD BD INDEX FDSTOTAL BND MRKT1.49%$3M41.8K
11VANGUARD SPECIALIZED FUNDSDIV APP ETF0.63%$1M6.0K
12BRK/ABERKSHIRE HATHAWAY INC DELCL A0.35%$718,1401
13EXMOCEXXON MOBIL CORPCOM0.21%$437,8922.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$207M33May 27, 202613F-HRchanges · EDGAR ↗
Q2 2025$183M36Jul 16, 202513F-HRchanges · EDGAR ↗
Q1 2025$165M34May 20, 202513F-HRchanges · EDGAR ↗
Q4 2024$159M34Feb 4, 202513F-HRchanges · EDGAR ↗
Q3 2024$159M33Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$144M32Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$142M30Apr 24, 202413F-HRchanges · EDGAR ↗
Q4 2023$127M29Jan 22, 202413F-HRchanges · EDGAR ↗
Q2 2023$119M27Aug 16, 202313F-HRchanges · EDGAR ↗
Q1 2023$113M27May 1, 202313F-HRchanges · EDGAR ↗
Q4 2022$103M25Feb 6, 202313F-HRchanges · EDGAR ↗
Q3 2022$91M27Nov 1, 202213F-HRchanges · EDGAR ↗
Q2 2022$96M26Jul 19, 202213F-HRchanges · EDGAR ↗
Q1 2022$111M32May 9, 202213F-HRchanges · EDGAR ↗
Q4 2021$112M27Jan 18, 202213F-HRchanges · EDGAR ↗
Q3 2021$106M25Nov 1, 202113F-HRchanges · EDGAR ↗
Q2 2021$108M25Aug 2, 202113F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.