Tandem Financial, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $269 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $53.2B, Vanguard Bd Index Fd Inc Inter with a value of $21.4B, Vaneck ETF Tr Gold Miners ETF with a value of $14.4B, Spdr S&P 500 ETF Trust with a value of $10.9B, and Schwab Fundamental Emerging Mk with a value of $10.2B.

Examining the 13F form we can see an increase of $162B in the current position value, from $107B to 269B.

Tandem Financial, LLC is based out at Greenwood Village, CO

Below you can find more details about Tandem Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $269 Billion
ETFs: $232 Billion
Technology: $6.5 Billion
Industrials: $5.23 Billion
Basic Materials: $4.21 Billion
Consumer Defensive: $3.15 Billion
Financial Services: $2.04 Billion
Communication Services: $1.8 Billion
Energy: $1.02 Billion
Other: $687 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $269 Billion
  • Prior Value $107 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 40 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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