Tandem Financial, LLC - Portfolio overview

Tandem Financial, LLC has 97 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 14.27%
2. BIV - VANGUARD BD INDEX FDS, 7.89%
3. GDX - VANECK ETF TRUST, 5.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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