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, VCSH, EEM, and represent 55.00% of Tandem Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: EEM (+$7.2M), VCSH (+$6.6M), VIS, RSP, EFA, BA, AMZN, UPS, PANW, SCHB.
- Started 2 new stock positions in VIS, UPS.
- Reduced shares in these 10 stocks: SPY (-$30M), MBB, VGT, AGG, VTI, ICE, BND, MDY, BX, KLAC.
- Sold out of its positions in BX, ICE.
- Tandem Wealth Advisors was a net seller of stock by $-23M.
- Tandem Wealth Advisors has $224M in assets under management (AUM), dropping by 0.56%.
- 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 March 2026 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) | 15.2 | $34M | -6% | 344k | 99.27 |
|
| SPDR S&P Mid Cap 400 ETF Etf (MDY) | 11.2 | $25M | 41k | 616.76 |
|
|
| iShares MSCI EAFE ETF Etf (EFA) | 10.2 | $23M | +2% | 235k | 97.13 |
|
| Vanguard Short-Term Corporate Bond Index Fund ETF Etf (VCSH) | 9.4 | $21M | +45% | 266k | 79.27 |
|
| iShares MSCI Emerging Markets ETF Etf (EEM) | 9.0 | $20M | +55% | 356k | 56.79 |
|
| iShares Core Dividend Growth ETF Etf (DGRO) | 7.1 | $16M | 226k | 70.18 |
|
|
| Spdr S&p 500 Etf Etf (SPY) | 6.7 | $15M | -66% | 23k | 650.35 |
|
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 6.0 | $13M | +8% | 70k | 191.92 |
|
| iShares MBS ETF Etf (MBB) | 5.4 | $12M | -28% | 127k | 94.95 |
|
| Vanguard Information Technology Index Fund ETF Etf (VGT) | 2.9 | $6.5M | -29% | 9.3k | 697.72 |
|
| Vanguard Financials Index Fund ETF Etf (VFH) | 1.5 | $3.3M | 28k | 120.81 |
|
|
| Vanguard Industrials ETF Etf (VIS) | 1.4 | $3.2M | NEW | 10k | 312.23 |
|
| Vanguard Total Stock Market ETF Etf (VTI) | 1.4 | $3.2M | -20% | 10k | 320.81 |
|
| Vanguard Total Bond Market ETF Etf (BND) | 1.0 | $2.3M | -24% | 32k | 73.64 |
|
| Amazon Stock (AMZN) | 0.8 | $1.7M | +24% | 8.4k | 208.27 |
|
| Apple Stock (AAPL) | 0.7 | $1.5M | +5% | 6.0k | 253.79 |
|
| Costco Stock (COST) | 0.6 | $1.3M | 1.3k | 996.43 |
|
|
| Nvidia Stock (NVDA) | 0.6 | $1.3M | +3% | 7.5k | 174.40 |
|
| Microsoft Stock (MSFT) | 0.6 | $1.2M | +8% | 3.4k | 370.17 |
|
| Alphabet Class A Stock (GOOGL) | 0.6 | $1.2M | -6% | 4.3k | 287.56 |
|
| Kla Stock (KLAC) | 0.5 | $1.1M | -15% | 771.00 | 1472.41 |
|
| Meta Class A Stock (META) | 0.4 | $1.0M | +5% | 1.7k | 572.13 |
|
| Energy Select Sector SPDR Etf (XLE) | 0.4 | $977k | -12% | 16k | 61.26 |
|
| Eli Lilly & Co Stock (LLY) | 0.4 | $959k | -12% | 1.0k | 919.77 |
|
| Broadcom Stock (AVGO) | 0.4 | $935k | +13% | 3.0k | 309.51 |
|
| Palo Alto Networks Stock (PANW) | 0.4 | $916k | +38% | 5.7k | 160.32 |
|
| Eaton Corp Stock (ETN) | 0.4 | $869k | +2% | 2.4k | 357.67 |
|
| Boeing Stock (BA) | 0.4 | $847k | +88% | 4.3k | 199.03 |
|
| JPMorgan Chase & Co Stock (JPM) | 0.3 | $781k | +13% | 2.7k | 294.16 |
|
| Utilities Select Sector SPDR Fund Etf (XLU) | 0.3 | $755k | +2% | 16k | 45.89 |
|
| Linde Stock (LIN) | 0.3 | $662k | +7% | 1.3k | 495.76 |
|
| Bank of America Stock (BAC) | 0.3 | $616k | +11% | 13k | 48.75 |
|
| AutoZone Stock (AZO) | 0.3 | $588k | +16% | 174.00 | 3377.78 |
|
| Goldman Sachs Stock (GS) | 0.2 | $550k | 650.00 | 845.99 |
|
|
| Chubb Stock (CB) | 0.2 | $535k | -7% | 1.6k | 325.93 |
|
| TJX Companies Stock (TJX) | 0.2 | $522k | 3.3k | 159.70 |
|
|
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $515k | +9% | 1.0k | 491.53 |
|
| Parker-Hannifin Stock (PH) | 0.2 | $505k | -11% | 564.00 | 895.24 |
|
| Real Estate Select Sector SPDR Fund Etf (XLRE) | 0.2 | $499k | +5% | 12k | 40.83 |
|
| Schwab U.S. Broad Market ETF Etf (SCHB) | 0.2 | $492k | +95% | 20k | 25.10 |
|
| Caterpillar Stock (CAT) | 0.2 | $477k | -28% | 673.00 | 708.46 |
|
| Netflix Stock (NFLX) | 0.2 | $475k | +69% | 4.9k | 96.15 |
|
| Visa Stock (V) | 0.2 | $474k | +14% | 1.6k | 302.24 |
|
| Sherwin Williams Stock (SHW) | 0.2 | $468k | +2% | 1.5k | 320.55 |
|
| Home Depot Stock (HD) | 0.2 | $388k | +12% | 1.2k | 328.89 |
|
| United Parcel Services Stock (UPS) | 0.1 | $333k | NEW | 3.4k | 98.38 |
|
| State Street S&P 400 Mid Cap ETF Etf (SPMD) | 0.1 | $302k | -18% | 5.1k | 59.22 |
|
Past Filings by Tandem Wealth Advisors
SEC 13F filings are viewable for Tandem Wealth Advisors going back to 2022
- 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