StockDriftsStockDriftsTop 50 Tandem Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.24% | 50.8K | $38.1M | -21.83%(-14.19K) | $668.94(+16.82%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 7.61% | 308.4K | $23.7M | +1.35%(+4.11K) | $77.68(-2.48%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.78% | 252.0K | $18.0M | +20.90%(+43.55K) | $63.01(+16.71%) | 2026-06-30 | |
| FNDE | SCHWAB STRATEGIC TR | 4.52% | 354.4K | $14.1M | +7.82%(+25.71K) | $33.21(+24.48%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.39% | 18.2K | $13.6M | +4.34%(+757) | $632.79(+22.93%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.34% | 18.3K | $13.5M | -11.91%(-2.47K) | $542.11(+35.04%) | 2026-06-30 | |
| GDX | VANECK ETF TRUST | 4.14% | 170.7K | $12.9M | +1.91%(+3.20K) | $45.26(+95.02%) | 2026-06-30 | |
| IMCG | ISHARES TR | 3.56% | 112.5K | $11.1M | +4.68%(+5.03K) | $77.15(+30.32%) | 2026-06-30 | |
| CLOI | VANECK ETF TRUST | 3.02% | 177.3K | $9.4M | +36.60%(+47.51K) | $52.94(-0.18%) | 2026-06-30 | |
| PWR | QUANTA SVCS INC | 2.37% | 10.2K | $7.4M | -2.98%(-315) | $307.10(+119.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.59% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.61% |
Tandem Financial LLC reports $332.44M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are IVV (12.2%), BIV (7.6%) and VEA (5.8%). The top 20 holdings account for 70.24% of reported assets. Its disclosed equity book has returned +36.59% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tandem Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2049157). View Tandem Financial LLC’s 13F filings on SEC