Sponsored

The Analysis of Tandem Financial, LLC's Holdings & P&L

Currently, Tandem Financial, LLC holds 94 types of securities in its portfolio with a total value $295.6M. In the most recent quarter, they have increased their positions in IVV (+64.6K shares, valued at $42.2M), BIV (+304.3K shares, valued at $23.5M), VEA (+208.4K shares, valued at $13.4M); decreased their positions in GDX (-55.7K shares, valued at $5.1M), KNG (-99.7K shares, valued at $4.9M), IWD (-17.5K shares, valued at $3.7M); initiated new positions in BIV (+304.3K shares, valued at $23.5M), VEA (+208.4K shares, valued at $13.4M), FNDE (+328.7K shares, valued at $12.6M).

1M P&L

-6.9M-2.29%

3M P&L

-12.9M-4.18%

HY P&L

+5.3M+1.84%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A256.4M

92.2%

2Engineering & Construction5.8M

2.1%

3Software - Infrastructure3.0M

1.1%

Top Industries by Stock Count

1N/A68 stocks

78.2%

2Tobacco2 stocks

2.3%

3Oil & Gas Integrated2 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR65.0K shares17284.22%2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS304.3K sharesnew addition2026-03-312026-05-08

GDX VANECK ETF TRUST167.5K shares-24.96%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS208.4K sharesnew addition2026-03-312026-05-08

FNDE SCHWAB STRATEGIC TR328.7K sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR20.8K sharesnew addition2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T17.5K shares118.93%2026-03-312026-05-08

IMCG ISHARES TR107.5K shares64.34%2026-03-312026-05-08

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F128.1K sharesnew addition2026-03-312026-05-08

ILCV ISHARES TR80.8K sharesnew addition2026-03-312026-05-08

CLOI VANECK ETF TRUST129.8K sharesnew addition2026-03-312026-05-08

VGLT VANGUARD SCOTTSDALE FDS120.7K shares-21.34%2026-03-312026-05-08

JBND J P MORGAN EXCHANGE TRADED F108.2K sharesnew addition2026-03-312026-05-08

PWR QUANTA SVCS INC10.6K sharesnew addition2026-03-312026-05-08

AAAU GOLDMAN SACHS PHYSICAL GOLD119.2K sharesnew addition2026-03-312026-05-08

IUS INVESCO EXCH TRD SLF IDX FD88.6K sharesnew addition2026-03-312026-05-08

Sponsored

BNDX VANGUARD CHARLOTTE FDS101.9K sharesnew addition2026-03-312026-05-08

GLD SPDR GOLD TR10.1K shares-1.72%2026-03-312026-05-08

IWF ISHARES TR10.1K shares-45.77%2026-03-312026-05-08

IWD ISHARES TR19.4K shares-47.42%2026-03-312026-05-08

IWM ISHARES TR15.8K shares242.86%2026-03-312026-05-08

DFAU DIMENSIONAL ETF TRUST84.9K sharesnew addition2026-03-312026-05-08

GPIQ GOLDMAN SACHS ETF TR67.9K sharesnew addition2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F61.6K shares409.48%2026-03-312026-05-08

Sponsored

VB VANGUARD INDEX FDS12.3K sharesnew addition2026-03-312026-05-08

GPIX GOLDMAN SACHS ETF TR63.2K sharesnew addition2026-03-312026-05-08

FLXR TCW ETF TRUST77.7K shares88.45%2026-03-312026-05-08

ITA ISHARES TR12.9K shares-12.51%2026-03-312026-05-08

XSW SPDR SERIES TRUST19.4K shares264.57%2026-03-312026-05-08

MSFT MICROSOFT CORP7.3K shares43.93%2026-03-312026-05-08

URNM SPROTT FDS TR41.1K shares16.99%2026-03-312026-05-08

DFIC DIMENSIONAL ETF TRUST72.5K sharesnew addition2026-03-312026-05-08

Sponsored

DFAC DIMENSIONAL ETF TRUST63.8K sharesnew addition2026-03-312026-05-08

PM PHILIP MORRIS INTL INC14.2K shares-20.18%2026-03-312026-05-08

AAPL APPLE INC8.9K shares3.38%2026-03-312026-05-08

DFAE DIMENSIONAL ETF TRUST60.9K sharesnew addition2026-03-312026-05-08

MP MP MATERIALS CORP41.9K shares-5.22%2026-03-312026-05-08

ALPS ETF TR ALPS ETF TR35.6K shares166.62%2026-03-312026-05-08

UBND VICTORY PORTFOLIOS II83.7K sharesnew addition2026-03-312026-05-08

KNG FIRST TR EXCHANGE-TRADED FD33.2K shares-75.02%2026-03-312026-05-08

Sponsored

ALPHABET INC ALPHABET INC4.4K shares10.69%2026-03-312026-05-08

NUV NUVEEN MUN VALUE FD INC139.8K shares9.13%2026-03-312026-05-08

JMUB J P MORGAN EXCHANGE TRADED F25.2K sharesnew addition2026-03-312026-05-08

EMLP FIRST TR EXCHANGE-TRADED FD28.4K shares11.02%2026-03-312026-05-08

DUHP DIMENSIONAL ETF TRUST33.0K sharesnew addition2026-03-312026-05-08

MLPX GLOBAL X FDS15.9K sharesnew addition2026-03-312026-05-08

PFXF VANECK ETF TRUST67.1K shares106.82%2026-03-312026-05-08

VUG VANGUARD INDEX FDS2.7K sharesnew addition2026-03-312026-05-08

Sponsored

GRNY TIDAL TRUST I46.0K sharesnew addition2026-03-312026-05-08

NEM NEWMONT CORP10.1K shares65.25%2026-03-312026-05-08

DFGP DIMENSIONAL ETF TRUST20.0K sharesnew addition2026-03-312026-05-08

SPAB SPDR SERIES TRUST41.3K sharesnew addition2026-03-312026-05-08

ALPHABET INC ALPHABET INC3.7K shares16.29%2026-03-312026-05-08

VBK VANGUARD INDEX FDS3.1K shares-75.71%2026-03-312026-05-08

DFIV DIMENSIONAL ETF TRUST17.7K sharesnew addition2026-03-312026-05-08

IEF ISHARES TR9.7K sharesnew addition2026-03-312026-05-08

Sponsored

DFEV DIMENSIONAL ETF TRUST21.0K sharesnew addition2026-03-312026-05-08

MDST ULTIMUS MANAGERS TR25.6K sharesnew addition2026-03-312026-05-08

IJR ISHARES TR5.8K sharesnew addition2026-03-312026-05-08

NVDA NVIDIA CORPORATION4.1K shares-7.29%2026-03-312026-05-08

CVX CHEVRON CORPORATION3.2K shares127.57%2026-03-312026-05-08

VCLT VANGUARD SCOTTSDALE FDS8.3K sharesnew addition2026-03-312026-05-08

DFSV DIMENSIONAL ETF TRUST17.1K sharesnew addition2026-03-312026-05-08

XOM EXXON MOBIL CORP3.5K shares-10.40%2026-03-312026-05-08

Sponsored

RIO RIO TINTO PLC6.1K shares35.25%2026-03-312026-05-08

VTV VANGUARD INDEX FDS3.0K sharesnew addition2026-03-312026-05-08

DGRO ISHARES TR8.2K sharesnew addition2026-03-312026-05-08

AMZN AMAZON COM INC2.7K shares43.19%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares139.08%2026-03-312026-05-08

CARR CARRIER GLOBAL CORPORATION9.4K shares-23.40%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR15.8K sharesnew addition2026-03-312026-05-08

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN19.5K shares12.88%2026-03-312026-05-08

Sponsored

MO ALTRIA GROUP INC6.2K shares-51.97%2026-03-312026-05-08

VTEB VANGUARD MUN BD FDS8.0K sharesnew addition2026-03-312026-05-08

SDSI AMERICAN CENTY ETF TR6.9K sharesnew addition2026-03-312026-05-08

SCHV SCHWAB STRATEGIC TR11.2K sharesnew addition2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR2.5K sharesnew addition2026-03-312026-05-08

ORCL ORACLE CORP2.3K shares-8.30%2026-03-312026-05-08

VONE VANGUARD SCOTTSDALE FDS1.1K sharesnew addition2026-03-312026-05-08

VCRM VANGUARD MUN BD FDS3.7K sharesnew addition2026-03-312026-05-08

Sponsored

PZA INVESCO EXCH TRADED FD TR II12.0K sharesnew addition2026-03-312026-05-08

SLV ISHARES SILVER TR4.0K sharesnew addition2026-03-312026-05-08

TLT ISHARES TR3.1K shares0.35%2026-03-312026-05-08

VBR VANGUARD INDEX FDS1.2K sharesnew addition2026-03-312026-05-08

BROADCOM INC BROADCOM INC846 sharesnew addition2026-03-312026-05-08

WMT WALMART INC2.1K sharesnew addition2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION260 shares18.18%2026-03-312026-05-08

ESGV VANGUARD WORLD FD2.2K sharesnew addition2026-03-312026-05-08

Sponsored

MUB ISHARES TR2.1K sharesnew addition2026-03-312026-05-08

MLN VANECK ETF TRUST12.4K sharesnew addition2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F1.6K shares-28.80%2026-03-312026-05-08

TSLA TESLA INC572 sharesnew addition2026-03-312026-05-08

JNJ JOHNSON & JOHNSON869 sharesnew addition2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC606 sharesnew addition2026-03-312026-05-08

IVV

ISHARES TR

17284.22%

Shares65.0K

Event2026-03-31

Filed2026-05-08

BIV

VANGUARD BD INDEX FDS

New

Shares304.3K

Event2026-03-31

Filed2026-05-08

GDX

VANECK ETF TRUST

-24.96%

Shares167.5K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

New

Shares208.4K

Event2026-03-31

Filed2026-05-08

FNDE

SCHWAB STRATEGIC TR

New

Shares328.7K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

New

Shares20.8K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

118.93%

Shares17.5K

Event2026-03-31

Filed2026-05-08

IMCG

ISHARES TR

64.34%

Shares107.5K

Event2026-03-31

Filed2026-05-08

JQUA

J P MORGAN EXCHANGE TRADED F

New

Shares128.1K

Event2026-03-31

Filed2026-05-08

ILCV

ISHARES TR

New

Shares80.8K

Event2026-03-31

Filed2026-05-08

CLOI

VANECK ETF TRUST

New

Shares129.8K

Event2026-03-31

Filed2026-05-08

VGLT

VANGUARD SCOTTSDALE FDS

-21.34%

Shares120.7K

Event2026-03-31

Filed2026-05-08

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares108.2K

Event2026-03-31

Filed2026-05-08

PWR

QUANTA SVCS INC

New

Shares10.6K

Event2026-03-31

Filed2026-05-08

AAAU

GOLDMAN SACHS PHYSICAL GOLD

New

Shares119.2K

Event2026-03-31

Filed2026-05-08

IUS

INVESCO EXCH TRD SLF IDX FD

New

Shares88.6K

Event2026-03-31

Filed2026-05-08

BNDX

VANGUARD CHARLOTTE FDS

New

Shares101.9K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

-1.72%

Shares10.1K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

-45.77%

Shares10.1K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

-47.42%

Shares19.4K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

242.86%

Shares15.8K

Event2026-03-31

Filed2026-05-08

DFAU

DIMENSIONAL ETF TRUST

New

Shares84.9K

Event2026-03-31

Filed2026-05-08

GPIQ

GOLDMAN SACHS ETF TR

New

Shares67.9K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

409.48%

Shares61.6K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

New

Shares12.3K

Event2026-03-31

Filed2026-05-08

GPIX

GOLDMAN SACHS ETF TR

New

Shares63.2K

Event2026-03-31

Filed2026-05-08

FLXR

TCW ETF TRUST

88.45%

Shares77.7K

Event2026-03-31

Filed2026-05-08

ITA

ISHARES TR

-12.51%

Shares12.9K

Event2026-03-31

Filed2026-05-08

XSW

SPDR SERIES TRUST

264.57%

Shares19.4K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

43.93%

Shares7.3K

Event2026-03-31

Filed2026-05-08

URNM

SPROTT FDS TR

16.99%

Shares41.1K

Event2026-03-31

Filed2026-05-08

DFIC

DIMENSIONAL ETF TRUST

New

Shares72.5K

Event2026-03-31

Filed2026-05-08

DFAC

DIMENSIONAL ETF TRUST

New

Shares63.8K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

-20.18%

Shares14.2K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

3.38%

Shares8.9K

Event2026-03-31

Filed2026-05-08

DFAE

DIMENSIONAL ETF TRUST

New

Shares60.9K

Event2026-03-31

Filed2026-05-08

MP MATERIALS CORP

-5.22%

Shares41.9K

Event2026-03-31

Filed2026-05-08

ALPS ETF TR

166.62%

Shares35.6K

Event2026-03-31

Filed2026-05-08

UBND

VICTORY PORTFOLIOS II

New

Shares83.7K

Event2026-03-31

Filed2026-05-08

KNG

FIRST TR EXCHANGE-TRADED FD

-75.02%

Shares33.2K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

10.69%

Shares4.4K

Event2026-03-31

Filed2026-05-08

NUV

NUVEEN MUN VALUE FD INC

9.13%

Shares139.8K

Event2026-03-31

Filed2026-05-08

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares25.2K

Event2026-03-31

Filed2026-05-08

EMLP

FIRST TR EXCHANGE-TRADED FD

11.02%

Shares28.4K

Event2026-03-31

Filed2026-05-08

DUHP

DIMENSIONAL ETF TRUST

New

Shares33.0K

Event2026-03-31

Filed2026-05-08

MLPX

GLOBAL X FDS

New

Shares15.9K

Event2026-03-31

Filed2026-05-08

PFXF

VANECK ETF TRUST

106.82%

Shares67.1K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

New

Shares2.7K

Event2026-03-31

Filed2026-05-08

GRNY

TIDAL TRUST I

New

Shares46.0K

Event2026-03-31

Filed2026-05-08

NEM

NEWMONT CORP

65.25%

Shares10.1K

Event2026-03-31

Filed2026-05-08

DFGP

DIMENSIONAL ETF TRUST

New

Shares20.0K

Event2026-03-31

Filed2026-05-08

SPAB

SPDR SERIES TRUST

New

Shares41.3K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

16.29%

Shares3.7K

Event2026-03-31

Filed2026-05-08

VBK

VANGUARD INDEX FDS

-75.71%

Shares3.1K

Event2026-03-31

Filed2026-05-08

DFIV

DIMENSIONAL ETF TRUST

New

Shares17.7K

Event2026-03-31

Filed2026-05-08

IEF

ISHARES TR

New

Shares9.7K

Event2026-03-31

Filed2026-05-08

DFEV

DIMENSIONAL ETF TRUST

New

Shares21.0K

Event2026-03-31

Filed2026-05-08

MDST

ULTIMUS MANAGERS TR

New

Shares25.6K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

New

Shares5.8K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-7.29%

Shares4.1K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

127.57%

Shares3.2K

Event2026-03-31

Filed2026-05-08

VCLT

VANGUARD SCOTTSDALE FDS

New

Shares8.3K

Event2026-03-31

Filed2026-05-08

DFSV

DIMENSIONAL ETF TRUST

New

Shares17.1K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-10.40%

Shares3.5K

Event2026-03-31

Filed2026-05-08

RIO

RIO TINTO PLC

35.25%

Shares6.1K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

New

Shares3.0K

Event2026-03-31

Filed2026-05-08

DGRO

ISHARES TR

New

Shares8.2K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

43.19%

Shares2.7K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

139.08%

Shares1.1K

Event2026-03-31

Filed2026-05-08

CARR

CARRIER GLOBAL CORPORATION

-23.40%

Shares9.4K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

New

Shares15.8K

Event2026-03-31

Filed2026-05-08

ANNALY CAPITAL MANAGEMENT IN

12.88%

Shares19.5K

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

-51.97%

Shares6.2K

Event2026-03-31

Filed2026-05-08

VTEB

VANGUARD MUN BD FDS

New

Shares8.0K

Event2026-03-31

Filed2026-05-08

SDSI

AMERICAN CENTY ETF TR

New

Shares6.9K

Event2026-03-31

Filed2026-05-08

SCHV

SCHWAB STRATEGIC TR

New

Shares11.2K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

New

Shares2.5K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

-8.30%

Shares2.3K

Event2026-03-31

Filed2026-05-08

VONE

VANGUARD SCOTTSDALE FDS

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

VCRM

VANGUARD MUN BD FDS

New

Shares3.7K

Event2026-03-31

Filed2026-05-08

PZA

INVESCO EXCH TRADED FD TR II

New

Shares12.0K

Event2026-03-31

Filed2026-05-08

SLV

ISHARES SILVER TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-08

TLT

ISHARES TR

0.35%

Shares3.1K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

New

Shares846

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

18.18%

Shares260

Event2026-03-31

Filed2026-05-08

ESGV

VANGUARD WORLD FD

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

MUB

ISHARES TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-08

MLN

VANECK ETF TRUST

New

Shares12.4K

Event2026-03-31

Filed2026-05-08

VANGUARD INTL EQUITY INDEX F

-28.80%

Shares1.6K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

New

Shares572

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

New

Shares869

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares606

Event2026-03-31

Filed2026-05-08

Call Option Holdings

TLT Call CallISHARES TR10.7K sharesnew addition2026-03-312026-05-08

SPY Call CallSTATE STR SPDR S&P 500 ETF T600 sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR Call CallINVESCO QQQ TR400 sharesnew addition2026-03-312026-05-08

TLT Call

ISHARES TR

New

Shares10.7K

Event2026-03-31

Filed2026-05-08

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares600

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR Call

INVESCO QQQ TR

New

Shares400

Event2026-03-31

Filed2026-05-08

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR29.8K sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares29.8K

Event2026-03-31

Filed2026-05-08