Tandem Wealth Advisors
Latest statistics and disclosures from Tandem Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MDY, EFA, EEM, AGG, VCSH, and represent 49.11% of Tandem Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: FLOT (+$14M), VGT (+$6.4M), KLAC, EFA, VCSH, MBB, DGRO, MDY, RSP, VFH.
- Started 1 new stock position in FLOT.
- Reduced shares in these 5 stocks: AGG (-$11M), SPY, BND, EEM, VTI.
- Tandem Wealth Advisors was a net buyer of stock by $15M.
- Tandem Wealth Advisors has $251M in assets under management (AUM), dropping by 12.02%.
- Central Index Key (CIK): 0001842557
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Portfolio Holdings for Tandem Wealth Advisors
Tandem Wealth Advisors holds 48 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| SPDR S&P Mid Cap 400 ETF Etf (MDY) | 11.5 | $29M | 41k | 703.35 |
|
|
| iShares MSCI EAFE ETF Etf (EFA) | 10.1 | $25M | +3% | 244k | 103.88 |
|
| iShares MSCI Emerging Markets ETF Etf (EEM) | 9.5 | $24M | -2% | 348k | 68.41 |
|
| iShares Core U.S. Aggregate Bond ETF Etf (AGG) | 9.3 | $23M | -31% | 235k | 98.98 |
|
| Vanguard Short-Term Corporate Bond Index Fund ETF Etf (VCSH) | 8.8 | $22M | +4% | 278k | 79.03 |
|
| iShares Core Dividend Growth ETF Etf (DGRO) | 7.0 | $18M | +2% | 231k | 75.79 |
|
| Spdr S&p 500 Etf Etf (SPY) | 6.6 | $17M | -4% | 22k | 746.77 |
|
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 6.0 | $15M | +2% | 71k | 212.77 |
|
| iShares Floating Rate Bond ETF Etf (FLOT) | 5.5 | $14M | NEW | 269k | 51.05 |
|
| iShares MBS ETF Etf (MBB) | 5.0 | $13M | +5% | 133k | 94.52 |
|
| Vanguard Information Technology Index Fund ETF Etf (VGT) | 3.0 | $7.5M | +571% | 63k | 119.52 |
|
| Vanguard Industrials ETF Etf (VIS) | 1.5 | $3.9M | +3% | 11k | 360.39 |
|
| Vanguard Financials Index Fund ETF Etf (VFH) | 1.5 | $3.8M | +3% | 29k | 131.60 |
|
| Vanguard Total Stock Market ETF Etf (VTI) | 1.4 | $3.5M | -5% | 9.5k | 370.04 |
|
| Kla Stock (KLAC) | 0.9 | $2.4M | +918% | 7.9k | 301.71 |
|
| Amazon Stock (AMZN) | 0.8 | $2.0M | +2% | 8.6k | 238.34 |
|
| Palo Alto Networks Stock (PANW) | 0.8 | $2.0M | +2% | 5.9k | 341.02 |
|
| Apple Stock (AAPL) | 0.7 | $1.8M | +4% | 6.2k | 289.36 |
|
| Vanguard Total Bond Market ETF Etf (BND) | 0.7 | $1.7M | -26% | 23k | 73.41 |
|
| Alphabet Class A Stock (GOOGL) | 0.6 | $1.6M | +3% | 4.5k | 357.37 |
|
| Nvidia Stock (NVDA) | 0.6 | $1.6M | +3% | 7.8k | 200.09 |
|
| Eli Lilly & Co Stock (LLY) | 0.5 | $1.3M | +7% | 1.1k | 1199.43 |
|
| Microsoft Stock (MSFT) | 0.5 | $1.3M | +6% | 3.6k | 373.02 |
|
| Costco Stock (COST) | 0.5 | $1.3M | +6% | 1.4k | 935.47 |
|
| Broadcom Stock (AVGO) | 0.5 | $1.2M | +3% | 3.1k | 377.75 |
|
| Eaton Corp Stock (ETN) | 0.4 | $1.1M | +5% | 2.6k | 426.12 |
|
| Meta Class A Stock (META) | 0.4 | $1.1M | +6% | 1.9k | 563.29 |
|
| Boeing Stock (BA) | 0.4 | $992k | +7% | 4.6k | 216.47 |
|
| JPMorgan Chase & Co Stock (JPM) | 0.4 | $925k | +6% | 2.8k | 327.33 |
|
| Energy Select Sector SPDR Etf (XLE) | 0.4 | $896k | +5% | 17k | 53.11 |
|
| Utilities Select Sector SPDR Fund Etf (XLU) | 0.3 | $797k | +6% | 18k | 45.34 |
|
| Bank of America Stock (BAC) | 0.3 | $761k | +5% | 13k | 56.98 |
|
| Caterpillar Stock (CAT) | 0.3 | $739k | +3% | 694.00 | 1064.90 |
|
| Linde Stock (LIN) | 0.3 | $730k | +5% | 1.4k | 518.94 |
|
| Goldman Sachs Stock (GS) | 0.3 | $694k | +5% | 686.00 | 1011.37 |
|
| Schwab U.S. Broad Market ETF Etf (SCHB) | 0.3 | $652k | +14% | 23k | 28.96 |
|
| Chubb Stock (CB) | 0.2 | $596k | +6% | 1.8k | 340.74 |
|
| AutoZone Stock (AZO) | 0.2 | $594k | +6% | 186.00 | 3195.94 |
|
| Parker-Hannifin Stock (PH) | 0.2 | $592k | +7% | 605.00 | 978.12 |
|
| Visa Stock (V) | 0.2 | $577k | +7% | 1.7k | 343.09 |
|
| Real Estate Select Sector SPDR Fund Etf (XLRE) | 0.2 | $572k | +6% | 13k | 44.03 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $563k | +7% | 1.1k | 501.36 |
|
| Sherwin Williams Stock (SHW) | 0.2 | $546k | +8% | 1.6k | 344.32 |
|
| TJX Companies Stock (TJX) | 0.2 | $528k | +6% | 3.5k | 151.50 |
|
| Home Depot Stock (HD) | 0.2 | $453k | +8% | 1.3k | 352.68 |
|
| United Parcel Services Stock (UPS) | 0.2 | $395k | +8% | 3.7k | 107.50 |
|
| Netflix Stock (NFLX) | 0.1 | $368k | +4% | 5.2k | 71.40 |
|
| State Street S&P 400 Mid Cap ETF Etf (SPMD) | 0.1 | $351k | +2% | 5.2k | 67.56 |
|
Past Filings by Tandem Wealth Advisors
SEC 13F filings are viewable for Tandem Wealth Advisors going back to 2022
- Tandem Wealth Advisors 2026 Q2 filed Aug. 13, 2026
- Tandem Wealth Advisors 2026 Q1 filed May 6, 2026
- 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