Tandem Financial, LLC

Q4 2025 13F Holdings

  • Location
    greenwood village, CO
  • Num holdings

    49

  • Value ($000)

    $83,405

  • Date Filed
    02/10/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
$8.49M
10 %

153,416

GDX

VANECK ETF TRUST

GOLD MINERS ETF
$7.57M
9 %

223,196

IWF

ISHARES TR

RUS 1000 GRW ETF
$7.46M
9 %

18,588

IWD

ISHARES TR

RUS 1000 VAL ETF
$6.82M
8 %

36,825

---

FIRST TR EXCHANGE-TRADED FD

FT VEST S&P 500
$6.67M
8 %

132,836

IMCG

ISHARES TR

MRGSTR MD CP GRW
$4.94M
6 %

65,401

SPY

SPDR S&P 500 ETF TR

TR UNIT
$4.69M
6 %

7,975

VBK

VANGUARD INDEX FDS

SML CP GRW ETF
$3.6M
4 %

12,867

GQ9

SPDR GOLD TR

GOLD SHS
$2.49M
3 %

10,267

PM

PHILIP MORRIS INTL INC

COM
$2.17M
3 %

17,838

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