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Tammi Ellis

Tandem Financial, Llc

Assets Managed
$314.314M
Holdings
94
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
276.86%(2Q avg: 103.94%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Tandem Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 94 positions.

Assets under management

The assets under management (AUM) of Tandem Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 314.314M in assets, with a quarterly growth rate of 276.86% and a 2-quarter average growth rate of 103.94%. The portfolio is managed by Tammi Ellis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 17284.23%
13.52%
$42.47M
65,017 shares@ $653.22 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
New Position
9.36%
$29.416M↑ Call
50,966 shares@ $577.18 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
New Position
7.48%
$23.486M
304,306 shares@ $77.19 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Decreased -24.96%
4.89%
$15.37M
167,482 shares@ $91.78 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
New Position
4.25%
$13.355M
208,410 shares@ $64.08 avg price
FNDE
Schwab Fndmntl Em Mrk Eq Etf
Recent Activity
New Position
4.01%
$12.578M
328,742 shares@ $38.27 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 126.46%
3.75%
$11.776M↑ Call
18,060 shares@ $652.06 avg price
IMCG
Ishares Morningstar Mid-cap
Recent Activity
Increased 64.34%
2.7%
$8.466M
107,479 shares@ $78.77 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
New Position
2.5%
$7.855M
128,105 shares@ $61.33 avg price
ILCV
Ishares Morningstar Value Et
Recent Activity
New Position
2.4%
$7.529M
80,837 shares@ $93.14 avg price

1-10 of 94