Tandem Financial, LLC
All 13F Filings
- Location
- Greenwood Village, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 83,405
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
608
(0.7% of total reported value)
· QoQ Δ:
+275
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 51.6 K | 62.3% | 0 | 109.9 K | -109.9 K |
| ETFs | 31.2 K | 37.7% | 0 | 70.17 K | -70.17 K |
| Debt | 0 | 0.0% | 0 | 5.68 K | -5.68 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
83,405
Holdings
49
QoQ value change ($000)
-185,431
(-69.0%)
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.