Tandem Financial, LLC
Top Portfolio Positions
29 positions ·
$76,760,212 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
50,966 | $29,416,555 | 38.32% | |
| SPY |
Spdr S&P 500 ETF Trust
|
18,060 | $11,745,140 | 15.30% | |
| PWR |
Quanta Services, Inc.
Industrials
|
10,557 | $5,796,004 | 7.55% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
119,160 | $5,504,000 | 7.17% | |
| GLD |
Spdr Gold Trust
|
10,090 | $4,341,626 | 5.66% | |
| MSFT |
Microsoft Corp
Technology
|
7,250 | $2,683,732 | 3.50% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
14,238 | $2,354,110 | 3.07% | |
| AAPL |
Apple Inc.
Technology
|
8,899 | $2,258,477 | 2.94% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
41,866 | $2,020,453 | 2.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,400 | $1,265,264 | 1.65% |
Portfolio Trend
6 quarters · across all stocks
Holdings in AAAU
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,504,000 | 119,160 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $6,223,852 | 163,270 | Shares | Sole | 2025-10-31 | |
| No 13F history on record for this holder in this stock. | ||||||