Tandem Wealth Advisors

Tandem Wealth Advisors as of March 31, 2026

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 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 235k 97.13
Vanguard Short-Term Corporate Bond Index Fund ETF Etf (VCSH) 9.4 $21M 266k 79.27
iShares MSCI Emerging Markets ETF Etf (EEM) 9.0 $20M 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 23k 650.35
Invesco S&P 500 Equal Weight ETF Etf (RSP) 6.0 $13M 70k 191.92
iShares MBS ETF Etf (MBB) 5.4 $12M 127k 94.95
Vanguard Information Technology Index Fund ETF Etf (VGT) 2.9 $6.5M 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 10k 312.23
Vanguard Total Stock Market ETF Etf (VTI) 1.4 $3.2M 10k 320.81
Vanguard Total Bond Market ETF Etf (BND) 1.0 $2.3M 32k 73.64
Amazon Stock (AMZN) 0.8 $1.7M 8.4k 208.27
Apple Stock (AAPL) 0.7 $1.5M 6.0k 253.79
Costco Stock (COST) 0.6 $1.3M 1.3k 996.43
Nvidia Stock (NVDA) 0.6 $1.3M 7.5k 174.40
Microsoft Stock (MSFT) 0.6 $1.2M 3.4k 370.17
Alphabet Class A Stock (GOOGL) 0.6 $1.2M 4.3k 287.56
Kla Stock (KLAC) 0.5 $1.1M 771.00 1472.41
Meta Class A Stock (META) 0.4 $1.0M 1.7k 572.13
Energy Select Sector SPDR Etf (XLE) 0.4 $977k 16k 61.26
Eli Lilly & Co Stock (LLY) 0.4 $959k 1.0k 919.77
Broadcom Stock (AVGO) 0.4 $935k 3.0k 309.51
Palo Alto Networks Stock (PANW) 0.4 $916k 5.7k 160.32
Eaton Corp Stock (ETN) 0.4 $869k 2.4k 357.67
Boeing Stock (BA) 0.4 $847k 4.3k 199.03
JPMorgan Chase & Co Stock (JPM) 0.3 $781k 2.7k 294.16
Utilities Select Sector SPDR Fund Etf (XLU) 0.3 $755k 16k 45.89
Linde Stock (LIN) 0.3 $662k 1.3k 495.76
Bank of America Stock (BAC) 0.3 $616k 13k 48.75
AutoZone Stock (AZO) 0.3 $588k 174.00 3377.78
Goldman Sachs Stock (GS) 0.2 $550k 650.00 845.99
Chubb Stock (CB) 0.2 $535k 1.6k 325.93
TJX Companies Stock (TJX) 0.2 $522k 3.3k 159.70
Thermo Fisher Scientific Stock (TMO) 0.2 $515k 1.0k 491.53
Parker-Hannifin Stock (PH) 0.2 $505k 564.00 895.24
Real Estate Select Sector SPDR Fund Etf (XLRE) 0.2 $499k 12k 40.83
Schwab U.S. Broad Market ETF Etf (SCHB) 0.2 $492k 20k 25.10
Caterpillar Stock (CAT) 0.2 $477k 673.00 708.46
Netflix Stock (NFLX) 0.2 $475k 4.9k 96.15
Visa Stock (V) 0.2 $474k 1.6k 302.24
Sherwin Williams Stock (SHW) 0.2 $468k 1.5k 320.55
Home Depot Stock (HD) 0.2 $388k 1.2k 328.89
United Parcel Services Stock (UPS) 0.1 $333k 3.4k 98.38
State Street S&P 400 Mid Cap ETF Etf (SPMD) 0.1 $302k 5.1k 59.22