SEC Form 13F · Q1 2026

Tandem Financial, LLC

Institutional Holdings Report

13F-HRCO
$314.3M
Portfolio Value
98
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Tandem Financial, LLC
CIK
2049157
Accession No.
0001420506-26-000867
Location
GREENWOOD VILLAGE, CO
Form Type
13F-HR
Portfolio Value
$314.3M
Holdings Reported
98
Reporting Period
Q1 2026
Filed
May 8, 2026

About this Filing

Tandem Financial, LLC is an institutional investment manager based in GREENWOOD VILLAGE, CO reporting approximately $314.3M in 13(f) securities across 98 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.