Tandem Financial, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Tandem Financial, LLC held in its portfolio 47 assets valued at $83,405,068 (i.e. $83.41M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($8.49M), VANECK ETF TRUST ($7.57M), and ISHARES TR ($7.47M).
The chart below shows the top 10 valuable assets, and the table below shows the top 47 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Tandem Financial, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 153416 | 8491557 | LONG TERM TREAS |
| VANECK ETF TRUST | 223196 | 7568583 | GOLD MINERS ETF |
| ISHARES TR | 18588 | 7464683 | RUS 1000 GRW ETF |
| ISHARES TR | 36825 | 6817488 | RUS 1000 VAL ETF |
| FIRST TR EXCHANGE-TRADED FD | 132836 | 6669692 | FT VEST S&P 500 |
| ISHARES TR | 65401 | 4939712 | MRGSTR MD CP GRW |
| SPDR S&P 500 ETF TR | 7975 | 4689256 | TR UNIT |
| VANGUARD INDEX FDS | 12867 | 3603533 | SML CP GRW ETF |
| SPDR GOLD TR | 10267 | 2485949 | GOLD SHS |
| PHILIP MORRIS INTL INC | 17838 | 2170885 | COM |
| APPLE INC | 8608 | 2155619 | COM |
| ISHARES TR | 14712 | 2138321 | US AER DEF ETF |
| MICROSOFT CORP | 5037 | 2123292 | COM |
| TCW ETF TRUST | 41234 | 1594932 | FLEXIBLE INCOME |
| SPROTT FDS TR | 35147 | 1416756 | URANIUM MINERS E |
| CORECIVIC INC | 61523 | 1337511 | COM |
| GLOBAL X FDS | 47373 | 1303918 | GLOBAL X URANIUM |
| NUVEEN MUN VALUE FD INC | 128097 | 1100354 | COM |
| ISHARES TR | 4608 | 1018203 | RUSSELL 2000 ETF |
| SPDR SERIES TRUST | 5309 | 1003205 | STATE STREET SPD |
| FIRST TR EXCHANGE-TRADED FD | 25538 | 910430 | NO AMER ENERGY |
| CARRIER GLOBAL CORPORATION | 12253 | 839177 | COM |
| J P MORGAN EXCHANGE TRADED F | 13064 | 756730 | EQUITY PREMIUM |
| ALPHABET INC | 3975 | 752468 | CAP STK CL A |
| J P MORGAN EXCHANGE TRADED F | 12821 | 728693 | NASDAQ EQT PREM |
| MP MATERIALS CORP | 44174 | 689115 | COM CL A |
| ALTRIA GROUP INC | 12884 | 686847 | COM |
| ALPS ETF TR | 13363 | 643563 | ALERIAN MLP |
| ALPHABET INC | 3167 | 603124 | CAP STK CL C |
| NVIDIA CORPORATION | 4433 | 595308 | COM |
| VANECK ETF TRUST | 32423 | 559297 | PREFERRED SECURT |
| VANGUARD INTL EQUITY INDEX F | 12085 | 532231 | FTSE EMR MKT ETF |
| EXXON MOBIL CORP | 3923 | 422037 | COM |
| ORACLE CORP | 2482 | 413601 | COM |
| HELMERICH & PAYNE INC | 12897 | 412959 | COM |
| AMAZON COM INC | 1864 | 408943 | COM |
| INCYTE CORP | 5078 | 350738 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 17254 | 326964 | COM NEW |
| ISHARES TR | 3139 | 274129 | 20 YR TR BD ETF |
| RIO TINTO PLC | 4542 | 267116 | SPONSORED ADR |
| VANGUARD INTL EQUITY INDEX F | 2177 | 255754 | TT WRLD ST ETF |
| NEWMONT CORP | 6139 | 228494 | COM |
| ISHARES TR | 374 | 220167 | CORE S&P500 ETF |
| BERKSHIRE HATHAWAY INC DEL | 476 | 215762 | CL B NEW |
| CHEVRON CORP NEW | 1411 | 204379 | COM |
| SK TELECOM CO LTD | 9712 | 204341 | SPONSORED ADR |
| COSTCO WHSL CORP NEW | 220 | 201673 | COM |
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