Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tandem Financial, LLC (CIK 2049157) reported $332.4M across 100 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($38.1M, 11.45%), QQQ ($34.7M, 10.44%), BIV ($23.7M, 7.12%), VEA ($18.0M, 5.40%), FNDE ($14.1M, 4.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $38.1M | 11.45% | 50,823 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $34.7M | 10.44% | 18,293 | Trimmed |
| 3 | BIV | VANGUARD BD INDEX FDS | $23.7M | 7.12% | 308,414 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $18.0M | 5.40% | 251,962 | Added |
| 5 | FNDE | SCHWAB STRATEGIC TR | $14.1M | 4.23% | 354,450 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $13.6M | 4.10% | 18,217 | Added |
| 7 | GDX | VANECK ETF TRUST | $12.9M | 3.87% | 170,681 | Added |
| 8 | IMCG | ISHARES TR | $11.1M | 3.33% | 112,506 | Added |
| 9 | CLOI | VANECK ETF TRUST | $9.4M | 2.82% | 177,333 | Added |
| 10 | PWR | QUANTA SVCS INC | $7.4M | 2.22% | 10,242 | Trimmed |
| 11 | ILCV | ISHARES TR | $6.7M | 2.02% | 66,287 | Trimmed |
| 12 | VGLT | VANGUARD SCOTTSDALE FDS | $6.6M | 1.98% | 119,004 | Trimmed |
| 13 | JQUA | J P MORGAN EXCHANGE TRADED F | $6.3M | 1.89% | 86,719 | Trimmed |
| 14 | IUS | INVESCO EXCH TRD SLF IDX FD | $6.1M | 1.84% | 93,281 | Added |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $5.8M | 1.76% | 97,845 | Added |
| 16 | JBND | J P MORGAN EXCHANGE TRADED F | $5.8M | 1.75% | 108,756 | Added |
| 17 | IWM | ISHARES TR | $5.0M | 1.51% | 16,741 | Added |
| 18 | IWF | ISHARES TR | $4.9M | 1.48% | 39,682 | Added |
| 19 | BNDX | VANGUARD CHARLOTTE FDS | $4.9M | 1.48% | 101,802 | Trimmed |
| 20 | IWD | ISHARES TR | $4.5M | 1.37% | 18,731 | Trimmed |
| 21 | GPIQ | GOLDMAN SACHS ETF TR | $4.3M | 1.29% | 72,476 | Added |
| 22 | DFAU | DIMENSIONAL ETF TRUST | $4.1M | 1.24% | 80,002 | Trimmed |
| 23 | VB | VANGUARD INDEX FDS | $3.9M | 1.16% | 12,742 | Added |
| 24 | GPIX | GOLDMAN SACHS ETF TR | $3.8M | 1.14% | 68,093 | Added |
| 25 | GLD | SPDR GOLD TR | $3.7M | 1.13% | 10,175 | Added |
Source: SEC Form 13F filings · as of 2026-06-30