Tandem Financial, LLC
•CIK: 2049157•Filing: Q4 2025
**Tandem Financial, LLC** manages $83M across a concentrated portfolio of 48 positions. Top holdings reveal significant allocations to sector-specific themes, notably VGLT at $8.5M and GDX at $7.6M. Further substantial exposure includes IWF ($7.5M) and IWD ($6.8M), indicating a tactical focus across varied market segments. The portfolio structure suggests active, thematic capital deployment within its current mandate.
Total AUM
$82.8M
QoQ Performance
-67.9%
Positions
36
Top 10 Concentration
66.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VGLT
GDX
IWF
IWD
KNG
IMCG
SPY
VGLT10.3%
GDX9.1%
IWF9.0%
IWD8.2%
KNG8.1%
IMCG6.0%
SPY5.7%
VBK4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other83.7%
Technology8.0%
ETF5.9%
Consumer Staples0.8%
Consumer0.7%
Energy0.5%
Financial0.3%
🚪 Exited Positionssold since Q3 2025
+41 more exited positions
Changes from Q3 2025
NEW6 new positions
↑17 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024