§ 13F · FUND PROFILE
Tandem Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $269M (13F)Positions · 89Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$158M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 65K | $42M | 13.5% | +17284% |
| 2 | BIV | VANGUARD BD INDEX FDS | 304K | $23M | 7.5% | NEW |
| 3 | QQQ | INVESCO QQQ TR | 30K | $17M | 5.5% | NEW |
| 4 | GDX | VANECK ETF TRUST | 167K | $15M | 4.9% | −25% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 208K | $13M | 4.2% | NEW |
| 6 | FNDE | SCHWAB STRATEGIC TR | 329K | $13M | 4.0% | NEW |
| 7 | QQQ | INVESCO QQQ TR | 21K | $12M | 3.8% | — |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 17K | $11M | 3.6% | +126% |
| 9 | IMCG | ISHARES TR | 107K | $8M | 2.7% | +64% |
| 10 | JQUA | J P MORGAN EXCHANGE TRADED F | 128K | $8M | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TANDEM SIGNAL
AC read
Tandem Financial, LLC is a Other fund managing $269 million in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed