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Tandem Financial, LLC

Q3 2025 · 13F-HR

Tandem Financial, LLCholdings as filed

Filed 2025-10-31 · accession 0001420506-25-002960

$268.8M
Reported value
89
Positions
2025-09-30
Period end
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The Brief · Tandem Financial, LLC · Q3 2025

AI · grounded in 13F

Tandem Financial, LLC established a new position in IVV valued at $53.2M. The fund also initiated new stakes in BIV for $21.4M and GDX for $14.4M. Additional new positions include SPY, FNDE, and QQQ. Total assets under management stand at $268.8M across 88 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$53.2M19.8%79,529CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$21.4M7.96%274,110CommonSOLE
92189F106GDXVANECK ETF TRUST$14.4M5.36%188,762CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$10.9M4.04%16,270CommonSOLE
808524730FNDESCHWAB STRATEGIC TR$10.2M3.79%281,461CommonSOLE
46090E103QQQINVESCO QQQ TR$9.8M3.65%16,329CommonSOLE
464288307IMCGISHARES TR$7.8M2.90%94,217CommonSOLE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$7.4M2.74%116,943CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$7.2M2.68%126,534CommonSOLE
38150K103AAAUGOLDMAN SACHS PHYSICAL GOLD$6.2M2.32%163,270CommonSOLE
464288109ILCVISHARES TR$5.9M2.20%65,638CommonSOLE
92189H748CLOIVANECK ETF TRUST$5.8M2.17%109,657CommonSOLE
46654Q716JBNDJ P MORGAN EXCHANGE TRADED F$5.7M2.11%104,880CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$5.0M1.86%100,946CommonSOLE
464287614IWFISHARES TR$4.7M1.76%10,104CommonSOLE
74762E102QUREQUANTA SVCS INC$4.6M1.71%11,115CommonSOLE
46138J742IUSINVESCO EXCH TRD SLF IDX FD$4.1M1.53%74,597CommonSOLE
464287598IWDISHARES TR$4.1M1.52%20,059CommonSOLE
25434V104DFAUDIMENSIONAL ETF TRUST$3.7M1.37%80,439CommonSOLE
78464A599XSWSPDR SERIES TRUST$3.6M1.35%18,297CommonSOLE
78463V107GLDSPDR GOLD TR$3.5M1.29%9,781CommonSOLE
464287655IWMISHARES TR$3.4M1.27%14,142CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.3M1.24%61,536CommonSOLE
553368101MPMP MATERIALS CORP$2.9M1.08%43,338CommonSOLE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$2.9M1.08%58,838CommonSOLE
464288760ITAISHARES TR$2.8M1.03%13,287CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.7M0.99%44,312CommonSOLE
594918104MSFTMICROSOFT CORP$2.6M0.97%5,016CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$2.5M0.92%63,795CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$2.3M0.86%70,458CommonSOLE
718172109PMPHILIP MORRIS INTL INC$2.3M0.86%14,238CommonNONE
29287L700FLXRTCW ETF TRUST$2.3M0.85%57,548CommonSOLE
85208P303URNMSPROTT FDS TR$2.3M0.85%37,670CommonSOLE
037833100AAPLAPPLE INC$2.3M0.84%8,912CommonSOLE
25434V302DFAEDIMENSIONAL ETF TRUST$1.8M0.69%58,485CommonSOLE
670928100NUVNUVEEN MUN VALUE FD INC$1.2M0.46%137,065CommonSOLE
38149W630GPIQGOLDMAN SACHS ETF TR$1.2M0.46%23,431CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$1.2M0.44%31,614CommonSOLE
25434V583DFGPDIMENSIONAL ETF TRUST$1.1M0.41%20,009CommonSOLE
78464A649SPABSPDR SERIES TRUST$1.1M0.40%41,431CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.0M0.39%2,177CommonSOLE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$1.0M0.38%26,983CommonSOLE
02079K305GOOGLALPHABET INC$1.0M0.38%4,156CommonSOLE
00162Q452AMLPALPS ETF TR$965,3040.36%20,569CommonSOLE
38149W622GPIXGOLDMAN SACHS ETF TR$943,2740.35%18,060CommonSOLE
922908595VBKVANGUARD INDEX FDS$937,3790.35%3,145CommonSOLE
464287440IEFISHARES TR$932,8650.35%9,671CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$912,7750.34%33,435CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$901,5140.34%15,788CommonSOLE
651639106NEMNEWMONT CORP$885,9710.33%10,508CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$818,0500.30%14,222CommonSOLE
67066G104NVDANVIDIA CORPORATION$807,3760.30%4,327CommonSOLE
25434V807DFIVDIMENSIONAL ETF TRUST$792,9880.29%17,194CommonSOLE
02079K107GOOGALPHABET INC$792,7560.29%3,255CommonSOLE
92189F429PFXFVANECK ETF TRUST$761,8540.28%42,873CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$731,7840.27%2,596CommonSOLE
25434V740DFEVDIMENSIONAL ETF TRUST$651,1620.24%20,419CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$647,7570.24%8,342CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$623,3720.23%10,442CommonSOLE
68389X105ORCLORACLE CORP$621,5410.23%2,210CommonSOLE
886364231GRNYTIDAL TRUST I$596,0370.22%23,851CommonSOLE
37954Y293MLPXGLOBAL X FDS$587,6560.22%9,371CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$571,1130.21%1,136CommonSOLE
166764100CVXCHEVRON CORP NEW$570,2770.21%3,672CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$520,8390.19%16,358CommonSOLE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$505,5080.19%10,016CommonSOLE
922908744VTVVANGUARD INDEX FDS$503,5030.19%2,686CommonSOLE
023135106AMZNAMAZON COM INC$468,1240.17%2,132CommonSOLE
30231G102XOMEXXON MOBIL CORP$450,0480.17%3,992CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$444,9440.17%21,279CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$438,8140.16%8,764CommonSOLE
767204100RIORIO TINTO PLC$414,3450.15%6,277CommonSOLE
02209S103MOALTRIA GROUP INC$383,2950.14%5,709CommonNONE
46434V621DGROISHARES TR$363,8880.14%5,345CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$333,0900.12%500PUTNONE
464287804IJRISHARES TR$327,8830.12%2,759CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$326,4110.12%11,213CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$321,7010.12%1,064CommonSOLE
46138E537PZAINVESCO EXCH TRADED FD TR II$276,3190.10%11,967CommonSOLE
922908611VBRVANGUARD INDEX FDS$252,6140.09%1,205CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$237,9920.09%257CommonSOLE
48251W104KKRKKR & CO INC$234,0400.09%1,801CommonSOLE
478160104JNJJOHNSON & JOHNSON$218,6110.08%1,179CommonSOLE
464287432TLTISHARES TR$217,0800.08%2,429CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$217,0350.08%1,575CommonNONE
92189F536MLNVANECK ETF TRUST$216,2460.08%12,371CommonSOLE
931142103WMTWALMART INC$214,6740.08%2,083CommonSOLE
90386K589MDSTULTIMUS MANAGERS TR$203,6110.08%7,623CommonSOLE
11135F101AVGOBROADCOM INC$200,5280.07%608CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.