Fund HoldingsTandem Financial, LLC

Total Portfolio Value
$83.41M
Total Bought
$30.16M
Total Sold
$192.39M
Net Transaction
-$162.23M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
58,838132,836+73,9982,9016,6708.00%+3,768
ISHARES TR20,05936,825+16,7664,0846,8178.17%+2,734
ISHARES TR10,10418,588+8,4844,7337,4658.95%+2,732
VANGUARD INDEX FDS3,14512,867+9,7229373,6044.32%+2,666
CORECIVIC INC(CXW)061,523+61,52301,3381.60%+1,338
GLOBAL X FDS
GLOBAL X URANIUM
047,373+47,37301,3041.56%+1,304
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
126,534153,416+26,8827,1958,49210.18%+1,297
SPDR SERIES TRUST
ST STR SW SERV
05,309+5,30901,0031.20%+1,003
HELMERICH & PAYNE INC(HP)012,897+12,89704130.50%+413
INCYTE CORP(INCY)05,078+5,07803510.42%+351
EXXON MOBIL CORP(Call)0000333+333
ALTRIA GROUP INC(MO)5,70912,884+7,1753836870.82%+304
SELECT SECTOR SPDR TR(Call)
ST STR ENERG ETF
0000274+274
CARRIER GLOBAL CORPORATION(CARR)10,44212,253+1,8116238391.01%+216
SK TELECOM CO LTD(SKM)09,712+9,71202040.24%+204
ISHARES TR2,4293,139+7102172740.33%+57
VANGUARD INTL EQUITY INDEX F1,5752,177+6022172560.31%+39
EXXON MOBIL CORP3,9923,923-694504220.51%-28
COSTCO WHSL CORP NEW(COST)257220-372382020.24%-36
AMAZON COM INC(AMZN)2,1321,864-2684684090.49%-59
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
14,22212,821-1,4018187290.87%-89
APPLE INC(AAPL)8,9128,608-3042,2692,1562.58%-114
ANNALY CAPITAL MANAGEMENT IN21,27917,254-4,0254453270.39%-118
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
26,98325,538-1,4451,0339101.09%-123
NUVEEN MUN VALUE FD INC(NUV)137,065128,097-8,9681,2351,1001.32%-135
PHILIP MORRIS INTL INC(PM)14,23817,838+3,6002,3092,1712.60%-139
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
15,78813,064-2,7249027570.91%-145
RIO TINTO PLC(RIO)6,2774,542-1,7354142670.32%-147
ALPHABET INC(GOOG)3,2553,167-887936030.72%-190
BROADCOM INC(AVGO)6080-6082010-201
VANECK ETF TRUST
PREFERRED SECURT
42,87332,423-10,4507625590.67%-203
ULTIMUS MANAGERS TR
WEST SA MIDS ETF
7,6230-7,6232040-204
ORACLE CORP(ORCL)2,2102,482+2726224140.50%-208
NVIDIA CORPORATION(NVDA)4,3274,433+1068075950.71%-212
WALMART INC(WMT)2,0830-2,0832150-215
VANECK ETF TRUST
LONG MUNI ETF
12,3710-12,3712160-216
JOHNSON & JOHNSON(JNJ)1,1790-1,1792190-219
KKR & CO INC(KKR)1,8010-1,8012340-234
VANGUARD INDEX FDS1,2050-1,2052530-253
ALPHABET INC(GOOG)4,1563,975-1811,0107520.90%-258
INVESCO EXCH TRADED FD TR II11,9670-11,9672760-276
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
1,0640-1,0643220-322
ALPS ETF TR
ALERIAN MLP
20,56913,363-7,2069656440.77%-322
SCHWAB STRATEGIC TR11,2130-11,2133260-326
ISHARES TR2,7590-2,7593280-328
SPDR S&P 500 ETF TR(SPY)(Put)0003330-333
BERKSHIRE HATHAWAY INC DEL1,136476-6605712160.26%-355
ISHARES TR
CORE DIV GRWTH
5,3450-5,3453640-364
CHEVRON CORP NEW(CVX)3,6721,411-2,2615702040.25%-366
VANGUARD MUN BD FDS8,7640-8,7644390-439
MICROSOFT CORP(MSFT)5,0165,037+212,5982,1232.55%-474
VANGUARD INDEX FDS2,6860-2,6865040-504
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
10,0160-10,0165060-506
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
16,3580-16,3585210-521
GLOBAL X FDS
GLB X MLP ENRG I
9,3710-9,3715880-588
TIDAL TRUST I23,8510-23,8515960-596
ISHARES TR13,28714,712+1,4252,7802,1382.56%-642
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
8,3420-8,3426480-648
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
20,4190-20,4196510-651
NEWMONT CORP(NEM)10,5086,139-4,3698862280.27%-657
TCW ETF TRUST
FLEXIBLE INCOME
57,54841,234-16,3142,2901,5951.91%-695
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,5960-2,5967320-732
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
17,1940-17,1947930-793
SPROTT FDS TR
URANI MINER ETF
37,67035,147-2,5232,2761,4171.70%-860
SCHWAB STRATEGIC TR33,4350-33,4359130-913
ISHARES TR9,6710-9,6719330-933
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
18,0600-18,0609430-943
SPDR GOLD TR(GLD)9,78110,267+4863,4772,4862.98%-991
VANGUARD INDEX FDS2,1770-2,1771,0450-1,045
SPDR SERIES TRUST
ST STR AGGRE ETF
41,4310-41,4311,0710-1,071
DIMENSIONAL ETF TRUST
GLOB CO PLUS ETF
20,0090-20,0091,1120-1,112
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
31,6140-31,6141,1940-1,194
GOLDMAN SACHS ETF TR
NASDA 100 ETF
23,4310-23,4311,2290-1,229
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
58,4850-58,4851,8440-1,844
MP MATERIALS CORP(MP)43,33844,174+8362,9076890.83%-2,218
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
70,4580-70,4582,3100-2,310
ISHARES TR14,1424,608-9,5343,4221,0181.22%-2,403
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
63,7950-63,7952,4610-2,461
VANGUARD TAX-MANAGED FDS44,3120-44,3122,6550-2,655
VANGUARD INTL EQUITY INDEX F61,53612,085-49,4513,3345320.64%-2,802
ISHARES TR94,21765,401-28,8167,7954,9405.92%-2,855
SPDR SERIES TRUST
ST STR SW SERV
18,2970-18,2973,6180-3,618
DIMENSIONAL ETF TRUST
US CORE EQT MKT
80,4390-80,4393,6810-3,681
INVESCO EXCH TRD SLF IDX FD
RAFI STRATGIC US
74,5970-74,5974,1190-4,119
QUANTA SVCS INC11,1150-11,1154,6060-4,606
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
100,9460-100,9464,9930-4,993
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
104,8800-104,8805,6800-5,680
VANECK ETF TRUST
CLO ETF
109,6570-109,6575,8230-5,823
ISHARES TR65,6380-65,6385,9090-5,909
SPDR S&P 500 ETF TR(SPY)16,2707,975-8,29510,8684,6895.62%-6,179
GOLDMAN SACHS PHYSICAL GOLD(AAAU)163,2700-163,2706,2240-6,224
VANECK ETF TRUST
GOLD MINERS ETF
188,762223,196+34,43414,4217,5699.07%-6,853
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
116,9430-116,9437,3570-7,357
INVESCO QQQ TR16,3290-16,3299,8110-9,811
SCHWAB STRATEGIC TR281,4610-281,46110,1780-10,178
VANGUARD BD INDEX FDS274,1100-274,11021,4050-21,405
ISHARES TR79,529374-79,15553,2292200.26%-53,009
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