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TANDEM FINANCIAL, LLC
TANDEM FINANCIAL, LLC
Latest filing: 2026-06-30
TANDEM FINANCIAL, LLC runs TANDEM FINANCIAL, LLC and currently holds 101 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $332.44M. Their top holdings are IVV, BIV, VEA, FNDE, SPY. The top five represent 32.3% of reported portfolio weight. TANDEM FINANCIAL, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, TANDEM FINANCIAL, LLC initiated 7 new positions. They added to 40 existing positions. They trimmed 36 positions. Their current best-performing preview position is XLK with returns of +43.36%.
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101 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 11.45% | $653.30 | $769.30 | +17.76% | Trimmed -21.83% |
 BIV VANGUARD BD INDEX FDS | 7.12% | $77.17 | $75.42 | -2.27% | Added +1.35% |
 VEA VANGUARD TAX-MANAGED FDS | 5.40% | $65.32 | $73.43 | +12.42% | Added +20.90% |
 FNDE SCHWAB STRATEGIC TR | 4.23% | $38.36 | $41.87 | +9.15% | Added +7.82% |
 SPY STATE STR SPDR S&P 500 ETF T | 4.10% | $634.81 | $765.62 | +20.61% | Added +4.34% |
 QQQ INVESCO QQQ TR | 4.06% | $577.18 | $713.44 | +23.61% | Trimmed -11.91% |
 GDX VANECK ETF TRUST | 3.87% | $43.91 | $102.83 | +134.18% | Added +1.91% |
 IMCG ISHARES TR | 3.33% | $78.62 | $98.09 | +24.76% | Added +4.68% |
 CLOI VANECK ETF TRUST | 2.82% | $52.77 | $52.92 | +0.28% | Added +36.60% |
 PWR QUANTA SVCS INC | 2.22% | $549.02 | $639.59 | +16.50% | Trimmed -2.98% |
Showing 1-10 of 101