Tandem Wealth Advisors

Tandem Wealth Advisors as of June 30, 2026

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 244k 103.88
iShares MSCI Emerging Markets ETF Etf (EEM) 9.5 $24M 348k 68.41
iShares Core U.S. Aggregate Bond ETF Etf (AGG) 9.3 $23M 235k 98.98
Vanguard Short-Term Corporate Bond Index Fund ETF Etf (VCSH) 8.8 $22M 278k 79.03
iShares Core Dividend Growth ETF Etf (DGRO) 7.0 $18M 231k 75.79
Spdr S&p 500 Etf Etf (SPY) 6.6 $17M 22k 746.77
Invesco S&P 500 Equal Weight ETF Etf (RSP) 6.0 $15M 71k 212.77
iShares Floating Rate Bond ETF Etf (FLOT) 5.5 $14M 269k 51.05
iShares MBS ETF Etf (MBB) 5.0 $13M 133k 94.52
Vanguard Information Technology Index Fund ETF Etf (VGT) 3.0 $7.5M 63k 119.52
Vanguard Industrials ETF Etf (VIS) 1.5 $3.9M 11k 360.39
Vanguard Financials Index Fund ETF Etf (VFH) 1.5 $3.8M 29k 131.60
Vanguard Total Stock Market ETF Etf (VTI) 1.4 $3.5M 9.5k 370.04
Kla Stock (KLAC) 0.9 $2.4M 7.9k 301.71
Amazon Stock (AMZN) 0.8 $2.0M 8.6k 238.34
Palo Alto Networks Stock (PANW) 0.8 $2.0M 5.9k 341.02
Apple Stock (AAPL) 0.7 $1.8M 6.2k 289.36
Vanguard Total Bond Market ETF Etf (BND) 0.7 $1.7M 23k 73.41
Alphabet Class A Stock (GOOGL) 0.6 $1.6M 4.5k 357.37
Nvidia Stock (NVDA) 0.6 $1.6M 7.8k 200.09
Eli Lilly & Co Stock (LLY) 0.5 $1.3M 1.1k 1199.43
Microsoft Stock (MSFT) 0.5 $1.3M 3.6k 373.02
Costco Stock (COST) 0.5 $1.3M 1.4k 935.47
Broadcom Stock (AVGO) 0.5 $1.2M 3.1k 377.75
Eaton Corp Stock (ETN) 0.4 $1.1M 2.6k 426.12
Meta Class A Stock (META) 0.4 $1.1M 1.9k 563.29
Boeing Stock (BA) 0.4 $992k 4.6k 216.47
JPMorgan Chase & Co Stock (JPM) 0.4 $925k 2.8k 327.33
Energy Select Sector SPDR Etf (XLE) 0.4 $896k 17k 53.11
Utilities Select Sector SPDR Fund Etf (XLU) 0.3 $797k 18k 45.34
Bank of America Stock (BAC) 0.3 $761k 13k 56.98
Caterpillar Stock (CAT) 0.3 $739k 694.00 1064.90
Linde Stock (LIN) 0.3 $730k 1.4k 518.94
Goldman Sachs Stock (GS) 0.3 $694k 686.00 1011.37
Schwab U.S. Broad Market ETF Etf (SCHB) 0.3 $652k 23k 28.96
Chubb Stock (CB) 0.2 $596k 1.8k 340.74
AutoZone Stock (AZO) 0.2 $594k 186.00 3195.94
Parker-Hannifin Stock (PH) 0.2 $592k 605.00 978.12
Visa Stock (V) 0.2 $577k 1.7k 343.09
Real Estate Select Sector SPDR Fund Etf (XLRE) 0.2 $572k 13k 44.03
Thermo Fisher Scientific Stock (TMO) 0.2 $563k 1.1k 501.36
Sherwin Williams Stock (SHW) 0.2 $546k 1.6k 344.32
TJX Companies Stock (TJX) 0.2 $528k 3.5k 151.50
Home Depot Stock (HD) 0.2 $453k 1.3k 352.68
United Parcel Services Stock (UPS) 0.2 $395k 3.7k 107.50
Netflix Stock (NFLX) 0.1 $368k 5.2k 71.40
State Street S&P 400 Mid Cap ETF Etf (SPMD) 0.1 $351k 5.2k 67.56