Tandem Financial, LLC Purchases in Q3 2025

Tandem Financial, LLC

  • $269 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
79.1K
+ 18745.73%
$620.67 - $670.08 $49.1M - $53M
79.5K $53.2B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
274K
New
$76.16 - $78.59 $20.9M - $21.5M
274K $21.4B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
117K
New
$59.61 - $63.09 $6.97M - $7.38M
117K $7.36B
AAAU
Goldman Sachs Physical Gold ETF

ETFs
163K
New
$32.29 - $38.12 $5.27M - $6.22M
163K $6.22B
ILCV
Ishares Morningstar Value ETF

ETFs
65.6K
New
$82.86 - $90.02 $5.44M - $5.91M
65.6K $5.91B
CLOI
Vaneck ETF Tr

ETFs
110K
New
$52.8 - $53.1 $5.79M - $5.82M
110K $5.82B
J P Morgan Exchange Traded F
105K
New
N/A
105K $5.68B
BNDX
Vanguard Total International B

ETFs
101K
New
$49.0 - $49.51 $4.95M - $5M
101K $4.99B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
7.33K
+ 4.04%
$50.79 - $76.4 $372K - $560K
189K $14.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.62K
+ 52.44%
$546.99 - $602.2 $3.07M - $3.38M
16.3K $9.81B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
61.5K
New
$49.43 - $54.52 $3.04M - $3.35M
61.5K $3.33B
VEA
Vanguard Ftse Developed Market

ETFs
44.3K
New
$56.02 - $60.3 $2.48M - $2.67M
44.3K $2.66B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
63.8K
New
$36.04 - $38.78 $2.3M - $2.47M
63.8K $2.46B
DFIC
Dimensional ETF Tr Dimensional

ETFs
70.5K
New
$30.76 - $33.01 $2.17M - $2.33M
70.5K $2.31B
DFAE
Dimensional ETF Tr

ETFs
58.5K
New
$28.84 - $31.84 $1.69M - $1.86M
58.5K $1.84B
FNDE
Schwab Fundamental Emerging Mk

ETFs
25.7K
+ 10.03%
$33.13 - $36.31 $850K - $932K
281K $10.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.32K
+ 8.83%
$617.65 - $666.84 $815K - $880K
16.3K $10.9B
DUHP
Dimensional ETF Tr Dimensional

ETFs
31.6K
New
$35.76 - $37.93 $1.13M - $1.2M
31.6K $1.19B
Dimensional ETF Trust
20K
New
N/A
20K $1.11B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
41.4K
New
$25.21 - $25.99 $1.04M - $1.08M
41.4K $1.07B
VUG
Vanguard Growth ETF

ETFs
2.18K
New
$433.97 - $484.08 $945K - $1.05M
2.18K $1.05B
Goldman Sachs ETF Tr
18.1K
New
N/A
18.1K $943M
Goldman Sachs ETF Tr
17.5K
+ 296.26%
N/A
23.4K $1.23B
IEF
Ishares Barclays

ETFs
9.67K
New
$93.91 - $97.26 $908K - $941K
9.67K $933M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
33.4K
New
$26.38 - $27.95 $882K - $935K
33.4K $913M
DFIV
Dimensional ETF Tr

ETFs
17.2K
New
$42.66 - $46.53 $733K - $800K
17.2K $793M
XLK
Technology Sector Spdr

ETFs
2.6K
New
$250.97 - $282.66 $652K - $734K
2.6K $732M
IWM
Ishares Russell 2000 ETF

ETFs
1.67K
+ 13.39%
$214.92 - $244.84 $359K - $409K
14.1K $3.42B
IUS
Invesco Ex Traded Self Indx Fd

ETFs
8.42K
+ 12.72%
$51.16 - $55.21 $431K - $465K
74.6K $4.12B
GLD
Spdr Gold Trust

ETFs
571
+ 6.2%
$300.96 - $355.47 $172K - $203K
9.78K $3.48B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
20.4K
New
$29.97 - $32.38 $612K - $661K
20.4K $651M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
8.34K
New
$73.94 - $78.51 $617K - $655K
8.34K $648M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.05K
+ 5.66%
$79.89 - $83.25 $403K - $420K
94.2K $7.79B
Tidal Trust I
23.9K
New
N/A
23.9K $596M
AAPL
Apple Inc.

Technology
534
+ 6.37%
$202.38 - $256.87 $108K - $137K
8.91K $2.27B
DFSV
Dimensional ETF Tr Dimensional

ETFs
16.4K
New
$29.2 - $32.74 $478K - $536K
16.4K $521M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
10K
New
$49.09 - $50.58 $492K - $507K
10K $506M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
698
+ 1.89%
$44.14 - $61.05 $30.8K - $42.6K
37.7K $2.28B
VTV
Vanguard Value ETF

ETFs
2.69K
New
$175.51 - $186.57 $471K - $501K
2.69K $504M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.76K
New
$48.5 - $50.19 $425K - $440K
8.76K $439M
CVX
Chevron Corp

Energy
2.26K
+ 159.87%
$145.57 - $161.83 $329K - $366K
3.67K $570M
DGRO
Ishares Core Dividend Growth E

ETFs
5.35K
New
$64.12 - $68.08 $343K - $364K
5.35K $364M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
660
+ 138.66%
$459.11 - $506.91 $303K - $335K
1.14K $571M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.76K
New
$108.46 - $120.63 $299K - $333K
2.76K $328M
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.2K
New
$27.61 - $29.15 $310K - $327K
11.2K $326M
VONE
Vanguard Russell 1000 ETF

ETFs
1.06K
New
$280.68 - $303.97 $299K - $323K
1.06K $322M
GOOGL
Alphabet Inc.

Communication Services
161
+ 4.03%
$174.36 - $254.72 $28.1K - $41K
4.16K $1.01B
NEM
Newmont Corp

Basic Materials
344
+ 3.38%
$57.35 - $85.25 $19.7K - $29.3K
10.5K $886M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
12K
New
$21.89 - $23.17 $262K - $277K
12K $276M
Activity Summary
Buys All Purchases 67 New Holdings 40 Increased Positions 27 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Tandem Financial, LLC Portfolio

Follow Tandem Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tandem Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tandem Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email