The Analysis of Tandem Financial, LLC's Holdings


Currently, Tandem Financial, LLC holds 88 types of securities in its portfolio with a total value $268.5M. In the most recent quarter, they have increased their positions in IVV (+79.1K shares, valued at $52.9M), BIV (+274.1K shares, valued at $21.4M), JQUA (+116.9K shares, valued at $7.4M); decreased their positions in KNG (-18.4K shares, valued at $907.3K), VGLT (-6.6K shares, valued at $375.2K), VBK (-1.1K shares, valued at $335.6K); initiated new positions in BIV (+274.1K shares, valued at $21.4M), JQUA (+116.9K shares, valued at $7.4M), AAAU (+163.3K shares, valued at $6.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR79.5K shares18745.73%2025-09-302025-10-31history
BIV VANGUARD BD INDEX FDS274.1K sharesnew addition2025-09-302025-10-31history
GDX VANECK ETF TRUST188.8K shares4.04%2025-09-302025-10-31history
SPY SPDR S&P 500 ETF TR16.3K shares8.83%2025-09-302025-10-31history
FNDE SCHWAB STRATEGIC TR281.5K shares10.03%2025-09-302025-10-31history
QQQ INVESCO QQQ TR16.3K shares52.44%2025-09-302025-10-31history
IMCG ISHARES TR94.2K shares5.66%2025-09-302025-10-31history
JQUA J P MORGAN EXCHANGE TRADED F116.9K sharesnew addition2025-09-302025-10-31history
Sponsored
VGLT VANGUARD SCOTTSDALE FDS126.5K shares-4.96%2025-09-302025-10-31history
AAAU GOLDMAN SACHS PHYSICAL GOLD163.3K sharesnew addition2025-09-302025-10-31history
ILCV ISHARES TR65.6K sharesnew addition2025-09-302025-10-31history
CLOI VANECK ETF TRUST109.7K sharesnew addition2025-09-302025-10-31history
JBND J P MORGAN EXCHANGE TRADED F104.9K sharesnew addition2025-09-302025-10-31history
BNDX VANGUARD CHARLOTTE FDS100.9K sharesnew addition2025-09-302025-10-31history
IWF ISHARES TR10.1K shares-1.43%2025-09-302025-10-31history
PWR QUANTA SVCS INC11.1K shares-1.09%2025-09-302025-10-31history
Sponsored
IUS INVESCO EXCH TRD SLF IDX FD74.6K shares12.72%2025-09-302025-10-31history
IWD ISHARES TR20.1K shares-1.93%2025-09-302025-10-31history
DFAU DIMENSIONAL ETF TRUST80.4K sharesnew addition2025-09-302025-10-31history
XSW SPDR SERIES TRUST18.3K shares2.44%2025-09-302025-10-31history
GLD SPDR GOLD TR9.8K shares6.20%2025-09-302025-10-31history
IWM ISHARES TR14.1K shares13.39%2025-09-302025-10-31history
VWO VANGUARD INTL EQUITY INDEX F61.5K sharesnew addition2025-09-302025-10-31history
MP MP MATERIALS CORP43.3K shares-1.28%2025-09-302025-10-31history
Sponsored
KNG FIRST TR EXCHANGE-TRADED FD58.8K shares-23.82%2025-09-302025-10-31history
ITA ISHARES TR13.3K shares-1.87%2025-09-302025-10-31history
VEA VANGUARD TAX-MANAGED FDS44.3K sharesnew addition2025-09-302025-10-31history
MSFT MICROSOFT CORP5.0K shares4.26%2025-09-302025-10-31history
DFAC DIMENSIONAL ETF TRUST63.8K sharesnew addition2025-09-302025-10-31history
DFIC DIMENSIONAL ETF TRUST70.5K sharesnew addition2025-09-302025-10-31history
PM PHILIP MORRIS INTL INC14.2K shares-9.53%2025-09-302025-10-31history
FLXR TCW ETF TRUST57.5K shares10.81%2025-09-302025-10-31history
Sponsored
URNM SPROTT FDS TR37.7K shares1.89%2025-09-302025-10-31history
AAPL APPLE INC8.9K shares6.37%2025-09-302025-10-31history
DFAE DIMENSIONAL ETF TRUST58.5K sharesnew addition2025-09-302025-10-31history
NUV NUVEEN MUN VALUE FD INC137.1K shares3.79%2025-09-302025-10-31history
GPIQ GOLDMAN SACHS ETF TR23.4K shares296.26%2025-09-302025-10-31history
DUHP DIMENSIONAL ETF TRUST31.6K sharesnew addition2025-09-302025-10-31history
DFGP DIMENSIONAL ETF TRUST20.0K sharesnew addition2025-09-302025-10-31history
SPAB SPDR SERIES TRUST41.4K sharesnew addition2025-09-302025-10-31history
Sponsored
VUG VANGUARD INDEX FDS2.2K sharesnew addition2025-09-302025-10-31history
EMLP FIRST TR EXCHANGE-TRADED FD27.0K shares-0.18%2025-09-302025-10-31history
GOOGL ALPHABET INC4.2K shares4.03%2025-09-302025-10-31history
AMLP ALPS ETF TR20.6K shares3.09%2025-09-302025-10-31history
GPIX GOLDMAN SACHS ETF TR18.1K sharesnew addition2025-09-302025-10-31history
VBK VANGUARD INDEX FDS3.1K shares-26.36%2025-09-302025-10-31history
IEF ISHARES TR9.7K sharesnew addition2025-09-302025-10-31history
SCHD SCHWAB STRATEGIC TR33.4K sharesnew addition2025-09-302025-10-31history
Sponsored
JEPI J P MORGAN EXCHANGE TRADED F15.8K shares-13.93%2025-09-302025-10-31history
NEM NEWMONT CORP10.5K shares3.38%2025-09-302025-10-31history
JEPQ J P MORGAN EXCHANGE TRADED F14.2K shares-12.77%2025-09-302025-10-31history
NVDA NVIDIA CORPORATION4.3K shares0.79%2025-09-302025-10-31history
DFIV DIMENSIONAL ETF TRUST17.2K sharesnew addition2025-09-302025-10-31history
GOOG ALPHABET INC3.3K shares2.78%2025-09-302025-10-31history
PFXF VANECK ETF TRUST42.9K shares-1.04%2025-09-302025-10-31history
XLK SELECT SECTOR SPDR TR2.6K sharesnew addition2025-09-302025-10-31history
Sponsored
DFEV DIMENSIONAL ETF TRUST20.4K sharesnew addition2025-09-302025-10-31history
VCLT VANGUARD SCOTTSDALE FDS8.3K sharesnew addition2025-09-302025-10-31history
CARR CARRIER GLOBAL CORPORATION10.4K shares-10.18%2025-09-302025-10-31history
ORCL ORACLE CORP2.2K shares-9.39%2025-09-302025-10-31history
GRNY TIDAL TRUST I23.9K sharesnew addition2025-09-302025-10-31history
MLPX GLOBAL X FDS9.4K shares25.65%2025-09-302025-10-31history
BRK.B BERKSHIRE HATHAWAY INC DEL1.1K shares138.66%2025-09-302025-10-31history
CVX CHEVRON CORP NEW3.7K shares159.87%2025-09-302025-10-31history
Sponsored
DFSV DIMENSIONAL ETF TRUST16.4K sharesnew addition2025-09-302025-10-31history
JMUB J P MORGAN EXCHANGE TRADED F10.0K sharesnew addition2025-09-302025-10-31history
VTV VANGUARD INDEX FDS2.7K sharesnew addition2025-09-302025-10-31history
AMZN AMAZON COM INC2.1K shares15.12%2025-09-302025-10-31history
XOM EXXON MOBIL CORP4.0K shares0.45%2025-09-302025-10-31history
NLY ANNALY CAPITAL MANAGEMENT IN21.3K shares-13.20%2025-09-302025-10-31history
VTEB VANGUARD MUN BD FDS8.8K sharesnew addition2025-09-302025-10-31history
RIO RIO TINTO PLC6.3K shares-4.78%2025-09-302025-10-31history
Sponsored
MO ALTRIA GROUP INC5.7K shares-1.72%2025-09-302025-10-31history
DGRO ISHARES TR5.3K sharesnew addition2025-09-302025-10-31history
IJR ISHARES TR2.8K sharesnew addition2025-09-302025-10-31history
SCHV SCHWAB STRATEGIC TR11.2K sharesnew addition2025-09-302025-10-31history
VONE VANGUARD SCOTTSDALE FDS1.1K sharesnew addition2025-09-302025-10-31history
PZA INVESCO EXCH TRADED FD TR II12.0K sharesnew addition2025-09-302025-10-31history
VBR VANGUARD INDEX FDS1.2K sharesnew addition2025-09-302025-10-31history
COST COSTCO WHSL CORP NEW257 shares17.89%2025-09-302025-10-31history
Sponsored
KKR KKR & CO INC1.8K sharesnew addition2025-09-302025-10-31history
JNJ JOHNSON & JOHNSON1.2K sharesnew addition2025-09-302025-10-31history
TLT ISHARES TR2.4K shares-5.27%2025-09-302025-10-31history
VT VANGUARD INTL EQUITY INDEX F1.6K shares0.00%2025-09-302025-10-31history
MLN VANECK ETF TRUST12.4K sharesnew addition2025-09-302025-10-31history
WMT WALMART INC2.1K shares0.00%2025-09-302025-10-31history
MDST ULTIMUS MANAGERS TR7.6K sharesnew addition2025-09-302025-10-31history
AVGO BROADCOM INC608 sharesnew addition2025-09-302025-10-31history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
SPY Put PutSPDR S&P 500 ETF TR500 shares25.00%2025-09-302025-10-31history