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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 1 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 50,823.0 $38.1M 11.45% NEW $748.90 +2.9%
2 BIV VANGUARD BD INDEX FDS 308,414.0 $23.7M 7.12% NEW $76.70 -1.7%
3 QQQ PUT INVESCO QQQ TR Financial Services 28,800.0 $21.2M 6.38% NEW $736.40 -2.7%
4 VEA VANGUARD TAX-MANAGED FDS 251,962.0 $18.0M 5.40% NEW $71.25 +2.3%
5 FNDE SCHWAB STRATEGIC TR 354,450.0 $14.1M 4.23% NEW $39.68 +6.1%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 18,217.0 $13.6M 4.10% NEW $748.66 +2.4%
7 QQQ INVESCO QQQ TR Financial Services 18,293.0 $13.5M 4.06% NEW $737.22 -2.8%
8 GDX VANECK ETF TRUST 170,681.0 $12.9M 3.87% NEW $75.45 +30.6%
9 IMCG ISHARES TR 112,506.0 $11.1M 3.33% NEW $98.30 -1.4%
10 CLOI VANECK ETF TRUST 177,333.0 $9.4M 2.83% NEW $52.95 +0.0%
11 PWR QUANTA SVCS INC Industrials 10,242.0 $7.4M 2.22% NEW $720.06 -15.7%
12 ILCV ISHARES TR 66,287.0 $6.7M 2.02% NEW $101.24 +6.9%
13 VGLT VANGUARD SCOTTSDALE FDS 119,004.0 $6.6M 1.98% NEW $55.18 -4.0%
14 J P MORGAN EXCHANGE TRADED F 86,719.0 $6.3M 1.89% NEW $72.28
15 IUS INVESCO EXCH TRD SLF IDX FD 93,281.0 $6.1M 1.84% NEW $65.58 +6.4%
16 VWO VANGUARD INTL EQUITY INDEX F 97,845.0 $5.8M 1.76% NEW $59.69 +1.4%
17 JBND J P MORGAN EXCHANGE TRADED F 108,756.0 $5.8M 1.75% NEW $53.50 -1.6%
18 IWM ISHARES TR 16,741.0 $5.0M 1.51% NEW $300.45 -2.2%
19 BNDX VANGUARD CHARLOTTE FDS 101,802.0 $4.9M 1.48% NEW $48.43 -1.8%
20 IWF ISHARES TR 39,682.0 $4.9M 1.48% NEW $124.17 -1.2%
Page 1 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%