Institutions / Tandem Financial, LLC
Tandem Financial, LLC
CIK 2049157 · Institution · as of Dec 31, 2025
Portfolio value
$82.80M
Positions
47
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 47 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Scottsdale Fds | $8.49M | 10.3% |
| VanEck ETF Trust | $7.57M | 9.1% |
| iShares Tr | $7.46M | 9.0% |
| iShares Tr | $6.82M | 8.2% |
| First Tr Exchange-Traded Fd | $6.67M | 8.1% |
| iShares Tr | $4.94M | 6.0% |
| SPDR S&P 500 ETF Tr | $4.69M | 5.7% |
| Vanguard Index Fds | $3.60M | 4.4% |
| SPDR Gold Tr | $2.49M | 3.0% |
| Philip Morris International Inc. | $2.17M | 2.6% |
| Apple Inc. | $2.16M | 2.6% |
| iShares Tr | $2.14M | 2.6% |
| Microsoft Corp | $2.12M | 2.6% |
| Tcw ETF Trust | $1.59M | 1.9% |
| Sprott Fds Tr | $1.42M | 1.7% |
| CoreCivic Inc | $1.34M | 1.6% |
| Global X Fds | $1.30M | 1.6% |
| Nuveen Municipal Value Fund IncNUV | $1.10M | 1.3% |
| iShares Tr | $1.02M | 1.2% |
| SPDR Series Trust | $1.00M | 1.2% |
| First Tr Exchange-Traded Fd | $910.4K | 1.1% |
| CARRIER GLOBAL Corp | $839.2K | 1.0% |
| J P Morgan Exchange Traded F | $756.7K | 0.9% |
| Alphabet Inc. | $752.5K | 0.9% |
| J P Morgan Exchange Traded F | $728.7K | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.