Tandem Financial, LLC
RIA/Wealth
Tandem Financial, LLC is a RIA/Wealth based in Greenwood Village, CO led by Ryan Bradley Erickson, reporting $291.2M in AUM as of Q3 2025 with 89% ETF concentration, 55% concentrated in top 10 holdings, and 20% allocation to IVV.
CEORyan Bradley Erickson
- Portfolio Value
- $267.9M
- Positions
- 87
- Top Holding
- IVV at 19.87%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Tandem Financial, LLC's portfolio (55.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $53.2M | 19.87% | +$52.9M Bought | — 79.5K shares | |
ETF ETF | $21.4M | 7.99% | +$21.4M New | — 274.1K shares | |
ETF ETF | $14.4M | 5.38% | +$560.2K Bought | — 188.8K shares | |
ETF ETF | $10.9M | 4.06% | +$881.7K Bought | — 16.3K shares | |
ETF ETF | $10.2M | 3.80% | +$927.9K Bought | — 281.5K shares | |
ETF ETF | $9.8M | 3.66% | +$3.4M Bought | — 16.3K shares | |
ETF ETF | $7.8M | 2.91% | +$417.6K Bought | — 94.2K shares | |
ETF ETF | $7.4M | 2.75% | +$7.4M New | — 116.9K shares | |
ETF ETF | $7.2M | 2.69% | -$375.2K Sold | — 126.5K shares | |
ETF ETF | $6.2M | 2.32% | +$6.2M New | — 163.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Tandem Financial, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-26.36% | |
-23.82% | |
-13.93% | |
-13.2% | |
-12.77% |
Analytics
Portfolio insights and performance metrics for Tandem Financial, LLC
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