Tandem Wealth Advisors LLC
- SEC CIK
- 0001842557
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 23, 2023. Long positions only.
- Positions
- 83
- No filing for Q3 2022
- Portfolio value
- $157.4M
- No filing for Q3 2022
Tandem Wealth Advisors LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 311,649 | $30.2M | 19.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 255,967 | $16.8M | 10.7% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 164,964 | $12.4M | 7.9% | – | – | – |
| iShares Tr464288588 | MBS ETF | 125,732 | $11.7M | 7.4% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 25,546 | $11.3M | 7.2% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 87,638 | $9.48M | 6.0% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 31,194 | $8.31M | 5.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 21,162 | $8.09M | 5.1% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 53,855 | $7.32M | 4.6% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 16,579 | $5.30M | 3.4% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 130,784 | $4.96M | 3.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 19,859 | $3.80M | 2.4% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 21,951 | $3.37M | 2.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 31,803 | $3.01M | 1.9% | – | – | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 12,431 | $2.38M | 1.5% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 30,035 | $2.16M | 1.4% | – | – | – |
| Vanguard Energy ETF92204A306 | ETF | 14,358 | $1.74M | 1.1% | – | – | – |
| Vanguard Communication Services ETF92204A884 | ETF | 17,630 | $1.45M | 0.9% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 7,790 | $1.10M | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 6,363 | $826.7K | 0.5% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 8,839 | $773.2K | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 3,568 | $630.3K | 0.4% | – | – | History |
| MSFTMicrosoft Corp | Stock | 2,621 | $628.6K | 0.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 5,357 | $472.6K | 0.3% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,223 | $447.4K | 0.3% | – | – | History |
| AVGOBroadcom Inc. | Stock | 741 | $414.3K | 0.3% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 744 | $409.7K | 0.3% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 874 | $399.0K | 0.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 2,518 | $381.6K | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 715 | $379.1K | 0.2% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 7,676 | $365.7K | 0.2% | – | – | History |
| HONHoneywell International Inc | COM | 1,705 | $365.4K | 0.2% | – | – | History |
| NEENextera Energy Inc | Stock | 3,782 | $316.2K | 0.2% | – | – | History |
| LINLinde PLC | SHS | 957 | $312.2K | 0.2% | – | – | History |
| VVisa Inc. | Stock | 1,474 | $306.2K | 0.2% | – | – | History |
| EMREmerson Electric Co | Stock | 2,952 | $283.6K | 0.2% | – | – | History |
| DEDeere & Co | Stock | 640 | $274.4K | 0.2% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,649 | $272.0K | 0.2% | – | – | – |
| CBChubb Ltd | Stock | 1,229 | $271.1K | 0.2% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 2,532 | $259.8K | 0.2% | – | – | History |
| ABTAbbott Laboratories | Stock | 2,185 | $239.9K | 0.2% | – | – | History |
| TJXTJX Companies Inc | Stock | 2,910 | $231.6K | 0.1% | – | – | History |
| HSYHershey Co | COM | 981 | $227.2K | 0.1% | – | – | History |
| RTXRTX Corp | Stock | 2,233 | $225.4K | 0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 917 | $219.7K | 0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,481 | $216.4K | 0.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 1,601 | $214.7K | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 660 | $208.5K | 0.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,300 | $193.2K | 0.1% | – | – | History |
| PLDPrologis, Inc. | REIT | 1,670 | $188.3K | 0.1% | – | – | History |
| INTUIntuit Inc. | Stock | 479 | $186.4K | 0.1% | – | – | History |
| BACBank of America Corp | Stock | 5,582 | $184.9K | 0.1% | – | – | History |
| BXBlackstone Inc. | COM | 2,344 | $173.9K | 0.1% | – | – | History |
| AZOAutoZone Inc | COM | 68 | $167.7K | 0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 818 | $142.2K | 0.1% | – | – | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 848 | $82.2K | 0.1% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 3,735 | $65.3K | <0.1% | – | – | History |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 1,714 | $59.3K | <0.1% | – | – | – |
| Indexiq ETF Tr45409B883 | IQ GLB RES ETF | 1,323 | $45.2K | <0.1% | – | – | – |
| iShares Tr464287812 | US CONSM STAPLES | 187 | $37.9K | <0.1% | – | – | – |
| VanEck ETF Trust92189H102 | DURABLE HGH DIV | 1,177 | $37.5K | <0.1% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 410 | $36.9K | <0.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 736 | $36.8K | <0.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 292 | $36.6K | <0.1% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 904 | $36.1K | <0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 151 | $32.2K | <0.1% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 891 | $30.5K | <0.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 167 | $29.2K | <0.1% | – | – | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 1,003 | $23.1K | <0.1% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 338 | $20.7K | <0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 200 | $17.7K | <0.1% | – | – | History |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 696 | $17.2K | <0.1% | – | – | – |
| Invesco Actively Managed Exc46090A101 | ACTIVE US REAL | 176 | $15.4K | <0.1% | – | – | – |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 194 | $14.8K | <0.1% | – | – | – |
| SIRISirius XM Holdings Inc. | COM | 2,500 | $14.6K | <0.1% | – | – | History |
| MCIBarings Corporate Investors | COM | 943 | $13.2K | <0.1% | – | – | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 282 | $13.0K | <0.1% | – | – | – |
| ERIEErie Indemnity Co | CL A | 43 | $10.7K | <0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 63 | $7.37K | <0.1% | – | – | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 71 | $5.92K | <0.1% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 55 | $5.89K | <0.1% | – | – | – |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 19 | $184 | <0.1% | – | – | – |
| GPROGoPro, Inc. | CL A | 25 | $125 | <0.1% | – | – | History |