account_balance
Investment manager · 13F filer · SEC CIK 2049157
Tandem Financial, LLC
Reported value$323Mas of Sep 30, 2026
Positions99 5 new, 5 sold out
Top 10 weight53.6%IVV alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
12.1%
BIVVanguard Bd Index FDS
7.0%
VEAVanguard Tax-Managed FDS
5.9%Added +7%
FNDESchwab Strategic Tr
4.7%Added +2%
GDXVaneck ETF Trust
4.7%
SPYSPDR S&P 500 ETF Trust
4.6%Added +6%
QQQInvesco QQQ Tr
4.4%Added +5%
CLOIVaneck ETF Trust
4.2%Added +44%
IMCGiShares Tr
3.4%Added +5%
JBNDJ P Morgan Exchange Traded F
2.7%Added +55%
ILCViShares Tr
2.2%
IWMiShares Tr
2.1%Added +47%
IVViShares Tr
12.1%
BIVVanguard Bd Index FDS
7.0%
VEAVanguard Tax-Managed FDS
5.9%+7%
FNDESchwab Strategic Tr
4.7%+2%
GDXVaneck ETF Trust
4.7%
SPYSPDR S&P 500 ETF Trust
4.6%
QQQInvesco QQQ Tr
4.4%
CLOIVaneck ETF Trust
4.2%
IMCGiShares Tr
3.4%
JBND2.7%
ILCV2.2%
IWM2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 12.1% Held
BIV Vanguard Bd Index FDS 7.0% Held
VEA Vanguard Tax-Managed FDS 5.9% Added +7%
FNDE Schwab Strategic Tr 4.7% Added +2%
GDX Vaneck ETF Trust 4.7% Held
SPY SPDR S&P 500 ETF Trust 4.6% Added +6%QQQ Invesco QQQ Tr 4.4% Added +5%
CLOI Vaneck ETF Trust 4.2% Added +44%
IMCG iShares Tr 3.4% Added +5%
JBND J P Morgan Exchange Traded F 2.7% Added +55%
ILCV iShares Tr 2.2% Held
IWM iShares Tr 2.1% Added +47%
What changed
Biggest moves since Jun 30, 2026
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