Tandem Financial, LLC
Q1 2026 13F Holdings
- Locationgreenwood village, CO
- Num holdings
98
- Value ($000)
$314,314
- Date Filed 05/08/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $42.47M | 14 % | 65,017 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $23.49M | 8 % | 304,306 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $17.2M | 6 % | 29,800 | put | |
VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | $15.37M | 5 % | 167,482 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $13.35M | 4 % | 208,410 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $12.58M | 4 % | 328,742 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $11.99M | 4 % | 20,766 | ||
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $11.39M | 4 % | 17,460 | ||
ISHARES TR | MRGSTR MD CP GRW | 464288307 | $8.47M | 3 % | 107,479 | ||
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $7.86M | 3 % | 128,105 |
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