Tandem Financial, LLC
Q2 2025 13F Holdings
- Locationgreenwood village, CO
- Num holdings
50
- Value ($000)
$107,207
- Date Filed08/13/2025
- Form type13F-HR
- CIK0002049157
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GDX VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | $9.45M | 9 % | 181,429 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $9.26M | 9 % | 14,950 | ||
FNDE SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $8.44M | 8 % | 255,799 | ||
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | $7.47M | 7 % | 133,132 | ||
IMCG ISHARES TR | MRGSTR MD CP GRW | 464288307 | $7.15M | 7 % | 89,169 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.92M | 6 % | 10,712 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $4.35M | 4 % | 10,251 | ||
PWR QUANTA SVCS INC | COM | 74762E102 | $4.25M | 4 % | 11,238 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $3.97M | 4 % | 20,453 | ||
FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | 33739Q705 | $3.79M | 4 % | 77,238 |
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