Tandem Wealth Advisors
Latest statistics and disclosures from Tandem Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AGG, MDY, EFA, SPY, DGRO, and represent 53.96% of Tandem Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$11M), MDY (+$6.5M), EFA, MBB, VGT, VCSH, XLE, NVDA, XLU, SPMD.
- Started 2 new stock positions in SPMD, SCHB.
- Reduced shares in these 7 stocks: AMID (-$5.9M), AGG, RSP, DGRO, EEM, PNC, VTI.
- Sold out of its positions in AMID, PNC.
- Tandem Wealth Advisors was a net buyer of stock by $17M.
- Tandem Wealth Advisors has $223M in assets under management (AUM), dropping by 6.04%.
- Central Index Key (CIK): 0001842557
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Portfolio Holdings for Tandem Wealth Advisors
Tandem Wealth Advisors holds 47 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF Etf (AGG) | 19.2 | $43M | -8% | 368k | 116.00 |
|
| SPDR S&P Mid Cap 400 ETF Etf (MDY) | 11.4 | $26M | +34% | 41k | 616.79 |
|
| iShares MSCI EAFE ETF Etf (EFA) | 8.2 | $18M | +23% | 228k | 80.44 |
|
| Spdr S&p 500 Etf Etf (SPY) | 7.8 | $17M | +172% | 70k | 249.04 |
|
| iShares Core Dividend Growth ETF Etf (DGRO) | 7.3 | $16M | -4% | 225k | 72.62 |
|
| iShares MBS ETF Etf (MBB) | 7.0 | $16M | +12% | 176k | 89.01 |
|
| Vanguard Short-Term Corporate Bond Index Fund ETF Etf (VCSH) | 6.6 | $15M | +4% | 183k | 79.71 |
|
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 6.1 | $14M | -8% | 65k | 210.99 |
|
| iShares MSCI Emerging Markets ETF Etf (EEM) | 6.1 | $14M | -4% | 229k | 59.31 |
|
| Vanguard Information Technology Index Fund ETF Etf (VGT) | 3.8 | $8.6M | +15% | 13k | 649.75 |
|
| Vanguard Total Stock Market ETF Etf (VTI) | 1.9 | $4.2M | 13k | 335.27 |
|
|
| Vanguard Financials Index Fund ETF Etf (VFH) | 1.5 | $3.4M | +8% | 27k | 125.03 |
|
| Vanguard Total Bond Market ETF Etf (BND) | 1.4 | $3.1M | +2% | 42k | 74.07 |
|
| Amazon Stock (AMZN) | 0.7 | $1.5M | +21% | 6.7k | 230.82 |
|
| Apple Stock (AAPL) | 0.7 | $1.5M | +3% | 5.7k | 271.86 |
|
| Microsoft Stock (MSFT) | 0.7 | $1.5M | +18% | 3.1k | 483.62 |
|
| Alphabet Class A Stock (GOOGL) | 0.6 | $1.4M | +14% | 4.6k | 313.00 |
|
| Nvidia Stock (NVDA) | 0.6 | $1.4M | +45% | 7.3k | 186.50 |
|
| Eli Lilly & Co Stock (LLY) | 0.6 | $1.3M | +11% | 1.2k | 1074.68 |
|
| Costco Stock (COST) | 0.5 | $1.1M | +20% | 1.3k | 862.34 |
|
| Kla Stock (KLAC) | 0.5 | $1.1M | +16% | 916.00 | 1215.08 |
|
| Meta Class A Stock (META) | 0.5 | $1.1M | +25% | 1.7k | 660.09 |
|
| Broadcom Stock (AVGO) | 0.4 | $921k | +19% | 2.7k | 346.10 |
|
| Energy Select Sector SPDR Etf (XLE) | 0.4 | $814k | +141% | 18k | 44.71 |
|
| Intercontinental Exchange Stock (ICE) | 0.3 | $776k | +22% | 4.8k | 161.96 |
|
| Palo Alto Networks Stock (PANW) | 0.3 | $761k | +23% | 4.1k | 184.20 |
|
| Eaton Corp Stock (ETN) | 0.3 | $757k | +24% | 2.4k | 318.51 |
|
| JPMorgan Chase & Co Stock (JPM) | 0.3 | $753k | +20% | 2.3k | 322.22 |
|
| Utilities Select Sector SPDR Fund Etf (XLU) | 0.3 | $688k | +140% | 16k | 42.69 |
|
| Bank of America Stock (BAC) | 0.3 | $625k | +19% | 11k | 55.00 |
|
| Goldman Sachs Stock (GS) | 0.3 | $576k | +18% | 655.00 | 879.00 |
|
| Parker-Hannifin Stock (PH) | 0.3 | $561k | +17% | 638.00 | 878.96 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $554k | +15% | 956.00 | 579.45 |
|
| Chubb Stock (CB) | 0.2 | $553k | +17% | 1.8k | 312.12 |
|
| Caterpillar Stock (CAT) | 0.2 | $537k | +13% | 937.00 | 572.87 |
|
| Linde Stock (LIN) | 0.2 | $531k | +23% | 1.2k | 426.39 |
|
| AutoZone Stock (AZO) | 0.2 | $505k | +23% | 149.00 | 3391.50 |
|
| TJX Companies Stock (TJX) | 0.2 | $502k | +17% | 3.3k | 153.61 |
|
| Boeing Stock (BA) | 0.2 | $491k | +21% | 2.3k | 217.12 |
|
| Visa Stock (V) | 0.2 | $479k | +19% | 1.4k | 350.71 |
|
| Real Estate Select Sector SPDR Fund Etf (XLRE) | 0.2 | $469k | +21% | 12k | 40.35 |
|
| Sherwin Williams Stock (SHW) | 0.2 | $460k | +22% | 1.4k | 324.03 |
|
| Blackstone Stock (BX) | 0.2 | $372k | +26% | 2.4k | 154.14 |
|
| Home Depot Stock (HD) | 0.2 | $360k | +24% | 1.0k | 344.10 |
|
| State Street S&P 400 Mid Cap ETF Etf (SPMD) | 0.2 | $360k | NEW | 6.2k | 57.91 |
|
| Netflix Stock (NFLX) | 0.1 | $274k | +1158% | 2.9k | 93.76 |
|
| Schwab U.S. Broad Market ETF Etf (SCHB) | 0.1 | $263k | NEW | 10k | 26.23 |
|
Past Filings by Tandem Wealth Advisors
SEC 13F filings are viewable for Tandem Wealth Advisors going back to 2022
- Tandem Wealth Advisors 2025 Q4 filed Feb. 12, 2026
- Tandem Wealth Advisors 2025 Q3 filed Nov. 14, 2025
- Tandem Wealth Advisors 2025 Q2 filed Aug. 14, 2025
- Tandem Wealth Advisors 2025 Q1 filed May 14, 2025
- Tandem Wealth Advisors 2024 Q4 filed Feb. 13, 2025
- Tandem Wealth Advisors 2024 Q3 filed Nov. 13, 2024
- Tandem Wealth Advisors 2024 Q2 filed Aug. 8, 2024
- Tandem Wealth Advisors 2024 Q1 filed May 9, 2024
- Tandem Wealth Advisors 2023 Q4 filed Jan. 17, 2024
- Tandem Wealth Advisors 2023 Q3 filed Oct. 27, 2023
- Tandem Wealth Advisors 2023 Q2 filed Aug. 16, 2023
- Tandem Wealth Advisors 2023 Q1 filed July 7, 2023
- Tandem Wealth Advisors 2022 Q4 filed Feb. 23, 2023