13F Filings History of Tandem Financial, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$74,311,297
Signature - Title
Tammi Ellis - Compliance Consultant
Location
Greenwood Village, CO
Summary
This page shows a list of all the recent 13F filings made by Tandem Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tandem Financial, LLC reported 47 stock holdings with total value $74,311,297 as of Q4 2025. Top holdings included VGLT, IWF, IWD, KNG, and IMCG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 47 $74,311,297 +$19,517,128 -$179,676,496 -$160,159,368 VGLT, IWF, IWD, KNG, IMCG 13F-HR 10 Feb 2026, 14:17
Q3 2025 88 $268,502,773 +$151,982,543 -$2,669,850 +$149,312,693 IVV, BIV, GDX, SPY, FNDE 13F-HR 31 Oct 2025, 17:08
Q2 2025 48 $106,463,052 +$25,257,808 -$19,854,525 +$5,403,283 GDX, SPY, FNDE, VGLT, IMCG 13F-HR 13 Aug 2025, 19:12
Q1 2025 48 $91,814,571 +$4,336,965 -$8,014,211 -$3,677,246 GDX, VGLT, IWD, IWF, KNG 13F-HR 08 May 2025, 12:53
Q4 2024 84 $93,106,263 $0 $0 $0 VGLT, GDX, IWF, IWD, KNG 13F-HR 27 Jan 2025, 20:00