Tandem Financial, LLC
All 13F Filings
- Location
- Greenwood Village, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 332,439
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 101 | 332,439 | 13F-HR | Tandem Financial, LLC |
| Q1 2026 | 5/8/2026 | 98 | 314,314 | 13F-HR | Tandem Financial, LLC |
| Q4 2025 | 2/10/2026 | 49 | 83,405 | 13F-HR | Tandem Financial, LLC |
| Q3 2025 | 10/31/2025 | 89 | 268,836 | 13F-HR | Tandem Financial, LLC |
| Q2 2025 | 8/14/2025 | 50 | 107,207 | 13F-HR | Tandem Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
21.59 K
(6.5% of total reported value)
· QoQ Δ:
+2.841 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.86 K | 11.5% | 0 | 3.534 K | -3.534 K |
| ETFs | 269.2 K | 86.6% | 18.82 K | 0 | 18.82 K |
| Debt | 5.818 K | 1.9% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
332,439
Holdings
101
QoQ value change ($000)
18,125
(5.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.