Tandem Financial
Tandem Financial reported 99 stocks worth $311M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IVV (12.2%), BIV (7.6%) and VEA (5.8%). Compared with Q1 2026, the fund opened new positions in VGSH, AMD and VCTR, added to BIV, VEA and FNDE, trimmed IVV, QQQ and PWR and sold out of XSW and SLV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $38.1M | 12.2% | 51K | −14K (−22%) | 7 of 7 | |
| 2 |  BIV Vanguard Intermediate | $23.7M | 7.6% | 308K | +4,108 (+1%) | 3 of 7 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $18M | 5.8% | 252K | +44K (+21%) | 3 of 7 | |
| 4 |  FNDE Schwab Strategic TR | $14.1M | 4.5% | 354K | +26K (+8%) | 4 of 7 | |
| 5 |  SPY Spdr S&P 500 ETF TR | $13.6M | 4.4% | 18K | +757 (+4%) | 7 of 7 | |
| 6 |  QQQ Invesco Qqq TR | $13.5M | 4.3% | 18K | −2,473 (−12%) | 6 of 7 | |
| 7 |  GDX Vaneck ETF Trust | $12.9M | 4.1% | 171K | +3,199 (+2%) | 7 of 7 | |
| 8 |  IMCG Ishares TR | $11.1M | 3.6% | 113K | +5,027 (+5%) | 7 of 7 | |
| 9 |  CLOI Vaneck ETF Trust | $9.4M | 3.0% | 177K | +48K (+37%) | 3 of 7 | |
| 10 |  PWR Quanta Svcs Inc | $7.4M | 2.4% | 10K | −315 (−3%) | 6 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tandem Financial 13F FAQ
What does Tandem Financial own?
Tandem Financial reported 99 stocks worth $311M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IVV (12.2%), BIV (7.6%) and VEA (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Tandem Financial buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 40 added to, 37 trimmed and 2 sold out. New positions include VGSH, AMD and VCTR. It sold all of XSW and SLV.
When will Tandem Financial file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tandem Financial's portfolio worth?
The Q2 2026 filing reports $311M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.