Tandem Financial, LLC

Q3 2025 13F Holdings

  • Location
    greenwood village, CO
  • Num holdings

    89

  • Value ($000)

    $268,836

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0002049157
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$53.23 M
20 %

79,529

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$21.41 M
8 %

274,110

GDX
GDX

VANECK ETF TRUST

GOLD MINERS ETF
$14.42 M
5 %

188,762

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$10.87 M
4 %

16,270

FNDE
FNDE

SCHWAB STRATEGIC TR

FUNDAMENTAL EMER
$10.18 M
4 %

281,461

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$9.81 M
4 %

16,329

IMCG
IMCG

ISHARES TR

MRGSTR MD CP GRW
$7.79 M
3 %

94,217

JQUA
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
$7.36 M
3 %

116,943

---

VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
$7.19 M
3 %

126,534

AAAU
AAAU

GOLDMAN SACHS PHYSICAL GOLD

UNIT
$6.22 M
2 %

163,270

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