Tandem Financial, LLC
Q3 2025 13F Holdings
- Locationgreenwood village, CO
- Num holdings
89
- Value ($000)
$268,836
- Date Filed 10/31/2025
- Form type13F-HR
- CIK 0002049157
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | CORE S&P500 ETF | 464287200 | $53.23M | 20 % | 79,529 | ||
B VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $21.41M | 8 % | 274,110 | ||
G VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | $14.42M | 5 % | 188,762 | ||
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $10.87M | 4 % | 16,270 | ||
F SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $10.18M | 4 % | 281,461 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $9.81M | 4 % | 16,329 | ||
I ISHARES TR | MRGSTR MD CP GRW | 464288307 | $7.79M | 3 % | 94,217 | ||
J J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $7.36M | 3 % | 116,943 | ||
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | $7.19M | 3 % | 126,534 | ||
A GOLDMAN SACHS PHYSICAL GOLD | UNIT | 38150K103 | $6.22M | 2 % | 163,270 |
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