Tandem Financial, LLC Portfolio Holdings

Tandem Financial, LLC

  • $107 Billion
  • Q2 2025

Tandem Financial, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $107 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr Gold Miners ETF with a value of $9.45B, Spdr S&P 500 ETF Trust with a value of $9.26B, Schwab Fundamental Emerging Mk with a value of $8.44B, Vanguard Long Term Treasury Et with a value of $7.47B, and Ishare Morningstar Mid Cap Gro with a value of $7.15B.

Examining the 13F form we can see an increase of $14.7B in the current position value, from $92.5B to 107B.

Tandem Financial, LLC is based out at Greenwood Village, CO

Below you can find more details about Tandem Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $107 Billion
ETFs: $84.2 Billion
Technology: $5.32 Billion
Industrials: $5.1 Billion
Consumer Defensive: $3.66 Billion
Basic Materials: $2.44 Billion
Financial Services: $1.38 Billion
Communication Services: $1.27 Billion
Energy: $631 Million
Other: $406 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$56B
$4.25 Billion 3.96% of portfolio
11,238
Q2 2025 Reduced 2.01%
$13.1B
$1.46 Billion 1.36% of portfolio
43,899
Q2 2025 Added 0.23%
$55B
$851 Million 0.79% of portfolio
11,626
Q2 2025 Reduced 1.51%
$54.7B
$592 Million 0.55% of portfolio
10,164
Q2 2025 Added 14.34%
$102B
$385 Million 0.36% of portfolio
6,592
Q2 2025 Added 13.81%
$118B
$350 Million 0.33% of portfolio
5,809
Q2 2025 Reduced 53.09%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $107 Billion
  • Prior Value $92.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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