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TANDEM FINANCIAL, LLC 13F portfolio summary

TANDEM FINANCIAL, LLC of TANDEM FINANCIAL, LLC has 93 current stock holdings with a reported portfolio value of $314.3M. The portfolio 1 year return is +24.71%. Top holdings include QQQ (0.00%), JBND (0.00%), AAAU (0.00%), PFXF (0.00%), SPY (0.00%).

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TANDEM FINANCIAL, LLC

TANDEM FINANCIAL, LLC
Latest filing: 2026-03-31

TANDEM FINANCIAL, LLC runs TANDEM FINANCIAL, LLC and currently holds 93 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $314.31M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. TANDEM FINANCIAL, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, TANDEM FINANCIAL, LLC's portfolio at TANDEM FINANCIAL, LLC has delivered returns of +24.71%. Their 3-year annualized return is +26.25%. Looking at the 5-year horizon, TANDEM FINANCIAL, LLC has achieved +26.25% annualized returns at TANDEM FINANCIAL, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+24.71%
#0/1000
3 Year
+26.25%
#0/1000
5 Year
+26.25%
#0/1000

Portfolio Value

$314.31M

Alpha Score

23.3

#0 of 1000

Holdings

93

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change