BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Tandem Financial, LLC

· CIK 0002049157
13F Portfolio $332M AUM 101 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 101 New
Page 5 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ANNALY CAPITAL MANAGEMENT IN 14,441.0 $334K 0.10% NEW $23.11
82 XLK SELECT SECTOR SPDR TR 1,682.0 $320K 0.10% NEW $190.49 -2.1%
83 AVGO BROADCOM INC Technology 832.0 $314K 0.10% NEW $377.77 -2.0%
84 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 621.0 $297K 0.09% NEW $478.51 -13.2%
85 VBR VANGUARD INDEX FDS 1,205.0 $293K 0.09% NEW $242.99 +0.9%
86 ESGV VANGUARD WORLD FD 2,164.0 $286K 0.09% NEW $132.21 +3.0%
87 AMD ADVANCED MICRO DEVICES INC Technology 492.0 $286K 0.09% NEW $580.91 -19.0%
88 PZA INVESCO EXCH TRADED FD TR II 11,967.0 $281K 0.09% NEW $23.52 -3.9%
89 TLT ISHARES TR 3,084.0 $267K 0.08% NEW $86.42 -4.5%
90 VT VANGUARD INTL EQUITY INDEX F 1,688.0 $265K 0.08% NEW $156.95 +2.3%
91 VCTR VICTORY CAP HLDGS INC DEL Financial Services 3,033.0 $255K 0.08% NEW $84.06 +40.4%
92 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 260.0 $243K 0.07% NEW $935.97 +0.8%
93 WMT WALMART INC Consumer Defensive 2,083.0 $236K 0.07% NEW $113.26 -7.4%
94 JNJ JOHNSON & JOHNSON Healthcare 887.0 $225K 0.07% NEW $253.97 +4.7%
95 MUB ISHARES TR 2,093.0 $225K 0.07% NEW $107.62 -2.3%
96 TSLA TESLA INC Consumer Cyclical 532.0 $224K 0.07% NEW $420.60 -12.5%
97 QQQM INVESCO EXCH TRADED FD TR II 732.0 $222K 0.07% NEW $302.80 -2.5%
98 MLN VANECK ETF TRUST 12,371.0 $220K 0.07% NEW $17.78 -3.0%
99 VTI VANGUARD INDEX FDS 546.0 $202K 0.06% NEW $370.03 +2.2%
100 HACK AMPLIFY ETF TR 1,918.0 $201K 0.06% NEW $104.93 +11.5%
Page 5 of 6  ·  101 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 57.2%
Industrials 13.0%
Technology 11.7%
Basic Materials 6.3%
Consumer Defensive 5.7%
Communication Services 2.5%
Energy 1.9%
Consumer Cyclical 1.3%
Healthcare 0.4%
Real Estate 0.0%