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 51.85% of Tandem Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: EEM (+$13M), AGG, VCSH, MBB, BA, PANW, BND, AZO, COST, GS.
- Started 2 new stock positions in BA, EEM.
- Reduced shares in these 10 stocks: EFA (-$7.5M), , VGT, SPY, MDY, AVGO, GOOGL, PG, AMID, NVDA.
- Sold out of its positions in FTNT, PG, UNH, VPU.
- Tandem Wealth Advisors was a net seller of stock by $-958k.
- Tandem Wealth Advisors has $210M in assets under management (AUM), dropping by 4.01%.
- 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 September 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 | $40M | +7% | 402k | 100.25 |
|
| SPDR S&P Mid Cap 400 ETF Etf (MDY) | 8.7 | $18M | -3% | 31k | 596.04 |
|
| iShares MSCI EAFE ETF Etf (EFA) | 8.2 | $17M | -30% | 185k | 93.37 |
|
| Spdr S&p 500 Etf Etf (SPY) | 8.1 | $17M | -5% | 26k | 666.18 |
|
| iShares Core Dividend Growth ETF Etf (DGRO) | 7.6 | $16M | 236k | 68.08 |
|
|
| iShares MBS ETF Etf (MBB) | 7.1 | $15M | +7% | 156k | 95.15 |
|
| Vanguard Short-Term Corporate Bond Index Fund ETF Etf (VCSH) | 6.6 | $14M | +8% | 175k | 79.93 |
|
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 6.4 | $13M | 71k | 189.70 |
|
|
| iShares MSCI Emerging Markets ETF Etf (EEM) | 6.1 | $13M | NEW | 239k | 53.40 |
|
| Vanguard Information Technology Index Fund ETF Etf (VGT) | 4.1 | $8.5M | -15% | 11k | 746.61 |
|
| Argent Mid Cap ETF Etf (AMID) | 2.8 | $5.9M | -5% | 173k | 34.00 |
|
| Vanguard Total Stock Market ETF Etf (VTI) | 2.0 | $4.2M | -6% | 13k | 328.17 |
|
| Vanguard Financials Index Fund ETF Etf (VFH) | 1.6 | $3.3M | -2% | 25k | 131.24 |
|
| Vanguard Total Bond Market ETF Etf (BND) | 1.4 | $3.0M | +7% | 41k | 74.37 |
|
| Apple Stock (AAPL) | 0.7 | $1.4M | -11% | 5.5k | 254.63 |
|
| Microsoft Stock (MSFT) | 0.6 | $1.4M | -11% | 2.6k | 517.95 |
|
| Amazon Stock (AMZN) | 0.6 | $1.2M | -6% | 5.5k | 219.57 |
|
| Costco Stock (COST) | 0.5 | $1.0M | +15% | 1.1k | 925.63 |
|
| Alphabet Class A Stock (GOOGL) | 0.5 | $975k | -28% | 4.0k | 243.10 |
|
| Meta Class A Stock (META) | 0.5 | $975k | -14% | 1.3k | 734.38 |
|
| Nvidia Stock (NVDA) | 0.4 | $928k | -25% | 5.0k | 186.58 |
|
| Kla Stock (KLAC) | 0.4 | $847k | -24% | 785.00 | 1078.60 |
|
| Eli Lilly & Co Stock (LLY) | 0.4 | $814k | +12% | 1.1k | 763.00 |
|
| Broadcom Stock (AVGO) | 0.4 | $736k | -38% | 2.2k | 329.91 |
|
| Eaton Corp Stock (ETN) | 0.3 | $714k | -13% | 1.9k | 374.25 |
|
| Palo Alto Networks Stock (PANW) | 0.3 | $682k | +48% | 3.3k | 203.62 |
|
| Energy Select Sector SPDR Etf (XLE) | 0.3 | $674k | +6% | 7.5k | 89.34 |
|
| Intercontinental Exchange Stock (ICE) | 0.3 | $660k | +6% | 3.9k | 168.48 |
|
| JPMorgan Chase & Co Stock (JPM) | 0.3 | $612k | -13% | 1.9k | 315.43 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.3 | $607k | 3.0k | 200.95 |
|
|
| Utilities Select Sector SPDR Fund Etf (XLU) | 0.3 | $584k | +23% | 6.7k | 87.21 |
|
| AutoZone Stock (AZO) | 0.2 | $519k | +65% | 121.00 | 4290.24 |
|
| Bank of America Stock (BAC) | 0.2 | $491k | -17% | 9.5k | 51.59 |
|
| Linde Stock (LIN) | 0.2 | $479k | +5% | 1.0k | 475.00 |
|
| Goldman Sachs Stock (GS) | 0.2 | $439k | +34% | 551.00 | 796.35 |
|
| Chubb Stock (CB) | 0.2 | $425k | +17% | 1.5k | 282.25 |
|
| Parker-Hannifin Stock (PH) | 0.2 | $412k | -10% | 543.00 | 758.15 |
|
| TJX Companies Stock (TJX) | 0.2 | $403k | +3% | 2.8k | 144.54 |
|
| Real Estate Select Sector SPDR Fund Etf (XLRE) | 0.2 | $402k | +6% | 9.6k | 42.13 |
|
| Boeing Stock (BA) | 0.2 | $402k | NEW | 1.9k | 215.83 |
|
| Sherwin Williams Stock (SHW) | 0.2 | $401k | +10% | 1.2k | 346.26 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $401k | +5% | 826.00 | 485.02 |
|
| Caterpillar Stock (CAT) | 0.2 | $392k | -25% | 822.00 | 477.15 |
|
| Visa Stock (V) | 0.2 | $389k | +9% | 1.1k | 341.38 |
|
| Home Depot Stock (HD) | 0.2 | $340k | -2% | 840.00 | 405.19 |
|
| Blackstone Stock (BX) | 0.2 | $326k | -18% | 1.9k | 170.85 |
|
| Netflix Stock (NFLX) | 0.1 | $278k | +23% | 232.00 | 1198.92 |
|
Past Filings by Tandem Wealth Advisors
SEC 13F filings are viewable for Tandem Wealth Advisors going back to 2022
- 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