Tandem Financial, LLC: 13F holdings
CIK 20491572026Q2
| Positions | 100 |
|---|
| Reported value | $332.4m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 100 (+6 vs prior quarter) |
|---|
| Reported value | $332.4m (+5.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 50,823 | $38.1m | 11.4% |
| BIV VANGUARD BD INDEX FDS | 308,414 | $23.7m | 7.1% |
| VEA VANGUARD TAX-MANAGED FDS | 251,962 | $18.0m | 5.4% |
| FNDE SCHWAB STRATEGIC TR | 354,450 | $14.1m | 4.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 18,217 | $13.6m | 4.1% |
| QQQ INVESCO QQQ TR | 18,293 | $13.5m | 4.1% |
| GDX VANECK ETF TRUST | 170,681 | $12.9m | 3.9% |
| IMCG ISHARES TR | 112,506 | $11.1m | 3.3% |
| CLOI VANECK ETF TRUST | 177,333 | $9.4m | 2.8% |
| PWR QUANTA SVCS INC | 10,242 | $7.4m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2049157")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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