Filed: 5/13/2026ACC: 0001172661-26-001751
📋 What this filing means
TANDEM INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $117.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$117.95M
Total AUM (reported)
1.27M
Total Shares
Allocation by class
COM$23.03M19.5%
STATE STREET SPD$17.64M15.0%
CORE BD ETF$8.05M6.8%
TR UNIT$7.53M6.4%
US CASH COWS 100$6.07M5.1%
VG TL INTL STK F$5.79M4.9%
INF TECH ETF$4.85M4.1%
Portfolio Concentration
Top 3$22.76M19.3%
4–10$31.88M27.0%
11–25$35.72M30.3%
Rest$27.60M23.4%
Top 3 weight
19.3%
Top 10 weight
46.3%
Voting Authority Distribution
Total shares with voting rights: 1.27M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.27M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings73
Rows:
VANGUARD MALVERN FDS
SOLEShares104.07K
TypeSH
Market value$8.05M
6.83%
Sole
0.00
Shared
0.00
None
104.07K
STATE STR SPDR S&P 500 ETF T
SOLEShares11.57K
TypeSH
Market value$7.53M
6.38%
Sole
0.00
Shared
0.00
None
11.57K
SPDR SERIES TRUST
SOLEShares93.78K
TypeSH
Market value$7.18M
6.09%
Sole
0.00
Shared
0.00
None
93.78K
PACER FDS TR
SOLEShares96.97K
TypeSH
Market value$6.07M
5.14%
Sole
0.00
Shared
0.00
None
96.97K
VANGUARD STAR FDS
SOLEShares75.15K
TypeSH
Market value$5.79M
4.91%
Sole
0.00
Shared
0.00
None
75.15K
VANGUARD WORLD FD
SOLEShares6.95K
TypeSH
Market value$4.85M
4.11%
Sole
0.00
Shared
0.00
None
6.95K
PACER FDS TR
SOLEShares124.29K
TypeSH
Market value$4.19M
3.56%
Sole
0.00
Shared
0.00
None
124.29K
VANGUARD INDEX FDS
SOLEShares12.15K
TypeSH
Market value$3.90M
3.30%
Sole
0.00
Shared
0.00
None
12.15K
STATE STR SPDR S&P MIDCAP 40
SOLEShares6.01K
TypeSH
Market value$3.71M
3.14%
Sole
0.00
Shared
0.00
None
6.01K
VANGUARD SCOTTSDALE FDS
SOLEShares40.66K
TypeSH
Market value$3.37M
2.85%
Sole
0.00
Shared
0.00
None
40.66K
SPDR SERIES TRUST
SOLEShares108.03K
TypeSH
Market value$3.33M
2.82%
Sole
0.00
Shared
0.00
None
108.03K
VANGUARD SCOTTSDALE FDS
SOLEShares54.18K
TypeSH
Market value$3.23M
2.74%
Sole
0.00
Shared
0.00
None
54.18K
SELECT SECTOR SPDR TR
SOLEShares21.93K
TypeSH
Market value$3.22M
2.73%
Sole
0.00
Shared
0.00
None
21.93K
SPDR SERIES TRUST
SOLEShares50.21K
TypeSH
Market value$2.97M
2.52%
Sole
0.00
Shared
0.00
None
50.21K
INVESCO QQQ TR
SOLEShares5.13K
TypeSH
Market value$2.96M
2.51%
Sole
0.00
Shared
0.00
None
5.13K
INVESCO EXCHANGE TRADED FD T
SOLEShares14.63K
TypeSH
Market value$2.81M
2.38%
Sole
0.00
Shared
0.00
None
14.63K
APPLE INC
SOLEShares9.92K
TypeSH
Market value$2.52M
2.13%
Sole
0.00
Shared
0.00
None
9.92K
MICROSOFT CORP
SOLEShares6.47K
TypeSH
Market value$2.39M
2.03%
Sole
0.00
Shared
0.00
None
6.47K
SPDR SERIES TRUST
SOLEShares47.51K
TypeSH
Market value$2.30M
1.95%
Sole
0.00
Shared
0.00
None
47.51K
INVESCO EXCH TRADED FD TR II
SOLEShares8.15K
TypeSH
Market value$1.94M
1.64%
Sole
0.00
Shared
0.00
None
8.15K
JPMORGAN CHASE & CO
SOLEShares6.42K
TypeSH
Market value$1.89M
1.60%
Sole
0.00
Shared
0.00
None
6.42K
VANGUARD WHITEHALL FDS
SOLEShares17.92K
TypeSH
Market value$1.69M
1.43%
Sole
0.00
Shared
0.00
None
17.92K
ALPHABET INC
SOLEShares5.46K
TypeSH
Market value$1.57M
1.33%
Sole
0.00
Shared
0.00
None
5.46K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.15K
TypeSH
Market value$1.51M
1.28%
Sole
0.00
Shared
0.00
None
3.15K
AMERICAN CENTY ETF TR
SOLEShares16.77K
TypeSH
Market value$1.42M
1.21%
Sole
0.00
Shared
0.00
None
16.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 104.07K | SH | $8.05M 6.83% | 0.00 | 0.00 | 104.07K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 11.57K | SH | $7.53M 6.38% | 0.00 | 0.00 | 11.57K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 93.78K | SH | $7.18M 6.09% | 0.00 | 0.00 | 93.78K |
PACER FDS TRSOLE | US CASH COWS 100 | 96.97K | SH | $6.07M 5.14% | 0.00 | 0.00 | 96.97K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 75.15K | SH | $5.79M 4.91% | 0.00 | 0.00 | 75.15K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 6.95K | SH | $4.85M 4.11% | 0.00 | 0.00 | 6.95K |
PACER FDS TRSOLE | US LRG CP CASH | 124.29K | SH | $4.19M 3.56% | 0.00 | 0.00 | 124.29K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.15K | SH | $3.90M 3.30% | 0.00 | 0.00 | 12.15K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 6.01K | SH | $3.71M 3.14% | 0.00 | 0.00 | 6.01K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 40.66K | SH | $3.37M 2.85% | 0.00 | 0.00 | 40.66K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 108.03K | SH | $3.33M 2.82% | 0.00 | 0.00 | 108.03K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 54.18K | SH | $3.23M 2.74% | 0.00 | 0.00 | 54.18K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 21.93K | SH | $3.22M 2.73% | 0.00 | 0.00 | 21.93K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 50.21K | SH | $2.97M 2.52% | 0.00 | 0.00 | 50.21K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.13K | SH | $2.96M 2.51% | 0.00 | 0.00 | 5.13K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 14.63K | SH | $2.81M 2.38% | 0.00 | 0.00 | 14.63K |
APPLE INCSOLE | COM | 9.92K | SH | $2.52M 2.13% | 0.00 | 0.00 | 9.92K |
MICROSOFT CORPSOLE | COM | 6.47K | SH | $2.39M 2.03% | 0.00 | 0.00 | 6.47K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 47.51K | SH | $2.30M 1.95% | 0.00 | 0.00 | 47.51K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 8.15K | SH | $1.94M 1.64% | 0.00 | 0.00 | 8.15K |
JPMORGAN CHASE & COSOLE | COM | 6.42K | SH | $1.89M 1.60% | 0.00 | 0.00 | 6.42K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 17.92K | SH | $1.69M 1.43% | 0.00 | 0.00 | 17.92K |
ALPHABET INCSOLE | CAP STK CL C | 5.46K | SH | $1.57M 1.33% | 0.00 | 0.00 | 5.46K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.15K | SH | $1.51M 1.28% | 0.00 | 0.00 | 3.15K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 16.77K | SH | $1.42M 1.21% | 0.00 | 0.00 | 16.77K |
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