Institutional Fund
Tandem Financial, LLC
Greenwood Village, COCIK 20491575 filings on record
Portfolio Value
$295.57M
Q1 2026
Holdings
94
Reported positions
New Buys
54
Opened this quarter
QoQ Change
+257.0%
from $82.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.4%
- Vanguard Bd Index Fds7.9%
- Vaneck ETF Trust5.2%
- Vanguard Tax-Managed Fds4.5%
- Schwab Strategic Tr4.3%
- Invesco Qqq Tr4.1%
- Other59.7%
Portfolio Holdings
94 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 65.0K | $42.47M | 14.4% | +64.6K | Added |
| 2 | Vanguard Bd Index Fds | 304.3K | $23.49M | 7.9% | +304.3K | New |
| 3 | Vaneck ETF Trust | 167.5K | $15.37M | 5.2% | −55.7K | Reduced |
| 4 | Vanguard Tax-Managed Fds | 208.4K | $13.35M | 4.5% | +208.4K | New |
| 5 | Schwab Strategic Tr | 328.7K | $12.58M | 4.3% | +328.7K | New |
| 6 | Invesco Qqq Tr | 20.8K | $11.99M | 4.1% | +20.8K | New |
| 7 | Spdr S&P 500 ETF Tr | 17.5K | $11.39M | 3.9% | +9.5K | Added |
| 8 | Ishares Tr | 107.5K | $8.47M | 2.9% | +42.1K | Added |
| 9 | J P Morgan Exchange Traded F | 128.1K | $7.86M | 2.7% | +128.1K | New |
| 10 | Ishares Tr | 80.8K | $7.53M | 2.5% | +80.8K | New |
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