Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tandem Financial, LLC (CIK 2049157) reported $314.3M across 91 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($42.5M, 13.51%), QQQ ($29.4M, 9.36%), BIV ($23.5M, 7.47%), GDX ($15.4M, 4.89%), VEA ($13.4M, 4.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $42.5M | 13.51% | 65,017 | Added |
| 2 | QQQ | INVESCO QQQ TR | $29.4M | 9.36% | 50,966 | New |
| 3 | BIV | VANGUARD BD INDEX FDS | $23.5M | 7.47% | 304,306 | New |
| 4 | GDX | VANECK ETF TRUST | $15.4M | 4.89% | 167,482 | Trimmed |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $13.4M | 4.25% | 208,410 | New |
| 6 | FNDE | SCHWAB STRATEGIC TR | $12.6M | 4.00% | 328,742 | New |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $11.8M | 3.75% | 18,060 | Added |
| 8 | IMCG | ISHARES TR | $8.5M | 2.69% | 107,479 | Added |
| 9 | JQUA | J P MORGAN EXCHANGE TRADED F | $7.9M | 2.50% | 128,105 | New |
| 10 | ILCV | ISHARES TR | $7.5M | 2.40% | 80,837 | New |
| 11 | CLOI | VANECK ETF TRUST | $6.8M | 2.18% | 129,819 | New |
| 12 | VGLT | VANGUARD SCOTTSDALE FDS | $6.7M | 2.13% | 120,674 | Trimmed |
| 13 | JBND | J P MORGAN EXCHANGE TRADED F | $5.8M | 1.85% | 108,198 | New |
| 14 | PWR | QUANTA SVCS INC | $5.8M | 1.84% | 10,557 | New |
| 15 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $5.5M | 1.75% | 119,160 | New |
| 16 | IUS | INVESCO EXCH TRD SLF IDX FD | $5.1M | 1.63% | 88,623 | New |
| 17 | BNDX | VANGUARD CHARLOTTE FDS | $4.9M | 1.56% | 101,937 | New |
| 18 | GLD | SPDR GOLD TR | $4.3M | 1.38% | 10,090 | Trimmed |
| 19 | IWF | ISHARES TR | $4.3M | 1.37% | 10,081 | Trimmed |
| 20 | IWD | ISHARES TR | $4.1M | 1.32% | 19,361 | Trimmed |
| 21 | IWM | ISHARES TR | $3.9M | 1.25% | 15,799 | Added |
| 22 | DFAU | DIMENSIONAL ETF TRUST | $3.8M | 1.22% | 84,868 | New |
| 23 | GPIQ | GOLDMAN SACHS ETF TR | $3.4M | 1.07% | 67,944 | New |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $3.3M | 1.06% | 61,571 | Added |
| 25 | VB | VANGUARD INDEX FDS | $3.2M | 1.03% | 12,307 | New |
Source: SEC Form 13F filings · as of 2026-03-31