Tandem Financial, LLC

Q1 2025 13F Holdings

  • Location
    greenwood village, CO
  • Num holdings

    50

  • Value ($000)

    $92,471

  • Date Filed
    05/08/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GDX
GDX

VANECK ETF TRUST

GOLD MINERS ETF
$10.24 M
11 %

222,761

---

VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
$8.56 M
9 %

148,527

IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
$7.06 M
8 %

37,504

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$6.85 M
7 %

18,970

---

FIRST TR EXCHANGE-TRADED FD

FT VEST S&P 500
$6.78 M
7 %

134,139

IMCG
IMCG

ISHARES TR

MRGSTR MD CP GRW
$4.74 M
5 %

66,428

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$4.58 M
5 %

8,165

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$3.86 M
4 %

8,225

VBK
VBK

VANGUARD INDEX FDS

SML CP GRW ETF
$3.24 M
4 %

12,876

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
$2.98 M
3 %

10,331

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