Tandem Wealth Advisors as of Dec. 31, 2025
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 | 368k | 116.00 | |
| SPDR S&P Mid Cap 400 ETF Etf (MDY) | 11.4 | $26M | 41k | 616.79 | |
| iShares MSCI EAFE ETF Etf (EFA) | 8.2 | $18M | 228k | 80.44 | |
| Spdr S&p 500 Etf Etf (SPY) | 7.8 | $17M | 70k | 249.04 | |
| iShares Core Dividend Growth ETF Etf (DGRO) | 7.3 | $16M | 225k | 72.62 | |
| iShares MBS ETF Etf (MBB) | 7.0 | $16M | 176k | 89.01 | |
| Vanguard Short-Term Corporate Bond Index Fund ETF Etf (VCSH) | 6.6 | $15M | 183k | 79.71 | |
| Invesco S&P 500 Equal Weight ETF Etf (RSP) | 6.1 | $14M | 65k | 210.99 | |
| iShares MSCI Emerging Markets ETF Etf (EEM) | 6.1 | $14M | 229k | 59.31 | |
| Vanguard Information Technology Index Fund ETF Etf (VGT) | 3.8 | $8.6M | 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 | 27k | 125.03 | |
| Vanguard Total Bond Market ETF Etf (BND) | 1.4 | $3.1M | 42k | 74.07 | |
| Amazon Stock (AMZN) | 0.7 | $1.5M | 6.7k | 230.82 | |
| Apple Stock (AAPL) | 0.7 | $1.5M | 5.7k | 271.86 | |
| Microsoft Stock (MSFT) | 0.7 | $1.5M | 3.1k | 483.62 | |
| Alphabet Class A Stock (GOOGL) | 0.6 | $1.4M | 4.6k | 313.00 | |
| Nvidia Stock (NVDA) | 0.6 | $1.4M | 7.3k | 186.50 | |
| Eli Lilly & Co Stock (LLY) | 0.6 | $1.3M | 1.2k | 1074.68 | |
| Costco Stock (COST) | 0.5 | $1.1M | 1.3k | 862.34 | |
| Kla Stock (KLAC) | 0.5 | $1.1M | 916.00 | 1215.08 | |
| Meta Class A Stock (META) | 0.5 | $1.1M | 1.7k | 660.09 | |
| Broadcom Stock (AVGO) | 0.4 | $921k | 2.7k | 346.10 | |
| Energy Select Sector SPDR Etf (XLE) | 0.4 | $814k | 18k | 44.71 | |
| Intercontinental Exchange Stock (ICE) | 0.3 | $776k | 4.8k | 161.96 | |
| Palo Alto Networks Stock (PANW) | 0.3 | $761k | 4.1k | 184.20 | |
| Eaton Corp Stock (ETN) | 0.3 | $757k | 2.4k | 318.51 | |
| JPMorgan Chase & Co Stock (JPM) | 0.3 | $753k | 2.3k | 322.22 | |
| Utilities Select Sector SPDR Fund Etf (XLU) | 0.3 | $688k | 16k | 42.69 | |
| Bank of America Stock (BAC) | 0.3 | $625k | 11k | 55.00 | |
| Goldman Sachs Stock (GS) | 0.3 | $576k | 655.00 | 879.00 | |
| Parker-Hannifin Stock (PH) | 0.3 | $561k | 638.00 | 878.96 | |
| Thermo Fisher Scientific Stock (TMO) | 0.2 | $554k | 956.00 | 579.45 | |
| Chubb Stock (CB) | 0.2 | $553k | 1.8k | 312.12 | |
| Caterpillar Stock (CAT) | 0.2 | $537k | 937.00 | 572.87 | |
| Linde Stock (LIN) | 0.2 | $531k | 1.2k | 426.39 | |
| AutoZone Stock (AZO) | 0.2 | $505k | 149.00 | 3391.50 | |
| TJX Companies Stock (TJX) | 0.2 | $502k | 3.3k | 153.61 | |
| Boeing Stock (BA) | 0.2 | $491k | 2.3k | 217.12 | |
| Visa Stock (V) | 0.2 | $479k | 1.4k | 350.71 | |
| Real Estate Select Sector SPDR Fund Etf (XLRE) | 0.2 | $469k | 12k | 40.35 | |
| Sherwin Williams Stock (SHW) | 0.2 | $460k | 1.4k | 324.03 | |
| Blackstone Stock (BX) | 0.2 | $372k | 2.4k | 154.14 | |
| Home Depot Stock (HD) | 0.2 | $360k | 1.0k | 344.10 | |
| State Street S&P 400 Mid Cap ETF Etf (SPMD) | 0.2 | $360k | 6.2k | 57.91 | |
| Netflix Stock (NFLX) | 0.1 | $274k | 2.9k | 93.76 | |
| Schwab U.S. Broad Market ETF Etf (SCHB) | 0.1 | $263k | 10k | 26.23 |
