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Livermore
Livermore
ZHEN

Tandem Wealth Advisors LLC

SEC CIK
0001842557
Latest filing
Aug 13, 2026

The latest 13F from Tandem Wealth Advisors LLC covers Q2 2026 (filed Aug 13, 2026): 48 long positions worth $251.2M. The top 10 holdings make up 79.2% of the portfolio, and the largest is SPDR S&P Midcap 400 ETF Trust (MDY) at 11.5%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$13.7M
Added
41
Est. +$5.43M
Reduced
6
Est. −$14.4M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. MDYSPDR S&P Midcap 400 ETF Trust
    11.5%$28.9MHistory
  2. iShares MSCI Eafe ETF464287465
    10.1%$25.4M
  3. iShares Tr464287234
    9.5%$23.8M
  4. iShares Core U.S. Aggregate Bond ETF464287226
    9.3%$23.3M
  5. Vanguard Scottsdale FDS92206C409
    8.8%$22.0M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Tr46429B655
    +$13.7MNew
  2. iShares MSCI Eafe ETF464287465
    +$964.5KAdded
  3. Vanguard Scottsdale FDS92206C409
    +$960.4KAdded
  4. iShares Tr464288588
    +$633.6KAdded
  5. iShares Core Dividend Growth ETF46434V621
    +$389.0KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Tr46429B655
    +5.47 pp0.0% → 5.5%
  2. KLACKLA Corp
    +0.44 pp0.5% → 0.9%History
  3. PANWPalo Alto Networks Inc
    +0.39 pp0.4% → 0.8%History
  4. MDYSPDR S&P Midcap 400 ETF Trust
    +0.34 pp11.2% → 11.5%History
  5. LLYEli Lilly & Co
    +0.11 pp0.4% → 0.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Core U.S. Aggregate Bond ETF464287226
    −$10.7MReduced
  2. Vanguard Information Technology ETF92204A702
    −$1.43MReducedConverted for a 8-for-1 split
  3. SPYSPDR S&P 500 ETF Trust
    −$805.8KReducedHistory
  4. Vanguard Total Bond Market ETF921937835
    −$615.6KReduced
  5. iShares Tr464287234
    −$587.0KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Core U.S. Aggregate Bond ETF464287226
    −5.95 pp15.2% → 9.3%
  2. Vanguard Total Bond Market ETF921937835
    −0.36 pp1.0% → 0.7%
  3. SPYSPDR S&P 500 ETF Trust
    −0.15 pp6.7% → 6.6%History
  4. Vanguard Morningstar Total Stock Market ETF922908769
    −0.04 pp1.4% → 1.4%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$251.2M
+$27.0M (+12.0%) vs. prior quarter
Positions
48
+1 vs. prior quarter
Top 10 concentration
79.2%
Top 10 as share of value
Turnover
6.1%
Q2 2026, one quarter
Average holding period
12.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $251.2M (Q2 2026)

Q4 2022: $157.4MQ1 2023: $160.7MQ2 2023: $165.3MQ3 2023: $163.7MQ4 2023: $173.4MQ1 2024: $182.0MQ2 2024: $186.6MQ3 2024: $197.4MQ4 2024: $196.0MQ1 2025: $191.2MQ2 2025: $202.2MQ3 2025: $210.3MQ4 2025: $223.0MQ1 2026: $224.3MQ2 2026: $251.2M
Q4 2022Q2 2026
13F filings of Tandem Wealth Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 202648$251.2MMDYiShares MSCI Eafe ETFiShares Trvs. Q1 2026SEC
Q1 2026May 6, 202647$224.3MiShares Core U.S. Aggregate Bond ETFMDYiShares MSCI Eafe ETFvs. Q4 2025SEC
Q4 2025Feb 12, 202647$223.0MiShares Core U.S. Aggregate Bond ETFMDYiShares MSCI Eafe ETFvs. Q3 2025SEC
Q3 2025Nov 14, 202547$210.3MiShares Core U.S. Aggregate Bond ETFMDYiShares MSCI Eafe ETFvs. Q2 2025SEC
Q2 2025Aug 14, 202549$202.2MiShares Core U.S. Aggregate Bond ETFiShares MSCI Eafe ETFMDYvs. Q1 2025SEC
Q1 2025May 14, 202553$191.2MiShares Core U.S. Aggregate Bond ETFMDYiShares MSCI Eafe ETFvs. Q4 2024SEC
Q4 2024Feb 13, 202552$196.0MiShares Core U.S. Aggregate Bond ETFMDYiShares MSCI Eafe ETFvs. Q3 2024SEC
Q3 2024Nov 13, 202449$197.4MiShares Core U.S. Aggregate Bond ETFMDYiShares MSCI Eafe ETFvs. Q2 2024SEC
Q2 2024Aug 8, 202450$186.6MiShares Core U.S. Aggregate Bond ETFiShares MSCI Eafe ETFMDYvs. Q1 2024SEC
Q1 2024May 9, 202449$182.0MiShares Core U.S. Aggregate Bond ETFiShares MSCI Eafe ETFMDYvs. Q4 2023SEC
Q4 2023Jan 17, 202466$173.4MiShares Core U.S. Aggregate Bond ETFiShares MSCI Eafe ETFMDYvs. Q3 2023SEC
Q3 2023Oct 27, 202359$163.7MiShares Core U.S. Aggregate Bond ETFiShares MSCI Eafe ETFMDYvs. Q2 2023SEC
Q2 2023Aug 16, 202350$165.3MiShares Core U.S. Aggregate Bond ETFiShares MSCI Eafe ETFMDYvs. Q1 2023SEC
Q1 2023Jul 7, 202346$160.7MiShares Core U.S. Aggregate Bond ETFiShares MSCI Eafe ETFMDYvs. Q4 2022SEC
Q4 2022Feb 23, 202383$157.4MiShares Core U.S. Aggregate Bond ETFiShares MSCI Eafe ETFVanguard Scottsdale FDS–SEC