Tandem Wealth Advisors LLC
- SEC CIK
- 0001842557
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 52
- +3 vs. Q3 2024
- Portfolio value
- $196.0M
- −$1.38M (−0.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 394,544 | $38.2M | 19.5% | +29,609+8.1% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 28,466 | $16.2M | 8.3% | −4,339−13.2% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 196,850 | $14.9M | 7.6% | −12,071−5.8% | Reduced | – |
| iShares Tr464288588 | MBS ETF | 152,867 | $14.0M | 7.2% | +14,527+10.5% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,627 | $13.8M | 7.1% | +3,259+16.0% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 171,847 | $13.4M | 6.8% | +12,128+7.6% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 204,461 | $12.5M | 6.4% | −6,850−3.2% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 62,102 | $10.9M | 5.6% | −3,096−4.7% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,913 | $9.16M | 4.7% | −1,845−9.3% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 70,654 | $8.14M | 4.2% | −3,136−4.2% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 10,459 | $6.50M | 3.3% | −1,497−12.5% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 147,393 | $6.16M | 3.1% | +8,021+5.8% | Added | – |
| Ea Series Trust02072L839 | ARGENT MID CAP | 140,266 | $4.79M | 2.4% | +140,266 | New | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,938 | $4.04M | 2.1% | −4,898−26.0% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 36,152 | $2.60M | 1.3% | +3,510+10.8% | Added | – |
| ERIEErie Indemnity Co | CL A | 3,905 | $1.61M | 0.8% | +3,905 | New | History |
| MSFTMicrosoft Corp | Stock | 3,212 | $1.35M | 0.7% | +261+8.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 5,846 | $1.28M | 0.7% | +253+4.5% | Added | History |
| AAPLApple Inc. | Stock | 4,761 | $1.19M | 0.6% | +172+3.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 5,266 | $996.9K | 0.5% | +305+6.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,518 | $888.8K | 0.5% | +124+8.9% | Added | History |
| AVGOBroadcom Inc. | Stock | 3,615 | $838.1K | 0.4% | +142+4.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 912 | $835.6K | 0.4% | +28+3.2% | Added | History |
| NVDANVIDIA Corp | Stock | 5,770 | $774.9K | 0.4% | +655+12.8% | Added | History |
| KLACKLA Corp | COM NEW | 937 | $590.4K | 0.3% | +224+31.4% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 3,018 | $582.1K | 0.3% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 700 | $540.4K | 0.3% | +47+7.2% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,937 | $508.6K | 0.3% | −378−6.0% | Reduced | – |
| ICEIntercontinental Exchange, Inc. | Stock | 3,317 | $494.3K | 0.3% | +230+7.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 2,039 | $488.8K | 0.2% | +59+3.0% | Added | History |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 4,355 | $459.5K | 0.2% | +4,355 | New | – |
| UNHUnitedHealth Group Inc | Stock | 880 | $445.2K | 0.2% | +46+5.5% | Added | History |
| BXBlackstone Inc. | COM | 2,407 | $415.0K | 0.2% | +12+0.5% | Added | History |
| ETNEaton Corp plc | Stock | 1,209 | $401.2K | 0.2% | +66+5.8% | Added | History |
| LINLinde PLC | Stock | 940 | $393.6K | 0.2% | +49+5.5% | Added | History |
| BACBank of America Corp | Stock | 8,804 | $386.9K | 0.2% | +1,068+13.8% | Added | History |
| CBChubb Ltd | Stock | 1,382 | $381.8K | 0.2% | +40+3.0% | Added | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,846 | $366.8K | 0.2% | +4,846 | New | – |
| CATCaterpillar Inc | Stock | 1,011 | $366.8K | 0.2% | +16+1.6% | Added | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,584 | $358.4K | 0.2% | +389+9.3% | Added | History |
| TJXTJX Companies Inc | Stock | 2,877 | $347.6K | 0.2% | +104+3.8% | Added | History |
| VVisa Inc. | Stock | 1,091 | $344.8K | 0.2% | +50+4.8% | Added | History |
| PHParker-Hannifin Corp | Stock | 529 | $336.5K | 0.2% | +26+5.2% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 632 | $328.8K | 0.2% | −159−20.1% | Reduced | History |
| PGProcter & Gamble Co | Stock | 1,909 | $320.0K | 0.2% | −767−28.7% | Reduced | History |
| SHWSherwin Williams Co | COM | 888 | $301.9K | 0.2% | +47+5.6% | Added | History |
| HONHoneywell International Inc | COM | 1,329 | $300.2K | 0.2% | +86+6.9% | Added | History |
| HDHome Depot, Inc. | Stock | 744 | $289.4K | 0.1% | +29+4.1% | Added | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 7,104 | $288.9K | 0.1% | +468+7.1% | Added | – |
| AZOAutoZone Inc | COM | 87 | $278.6K | 0.1% | +3+3.6% | Added | History |
| FTNTFortinet, Inc. | Stock | 2,548 | $240.7K | 0.1% | +2,548 | New | History |
| NFLXNetflix Inc | Stock | 258 | $230.0K | 0.1% | +258 | New | History |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 31,657 | $4.88M | 2.5% | – |
| NEENextera Energy Inc | Stock | 4,578 | $387.0K | 0.2% | History |
| ADBEAdobe Inc. | Stock | 677 | $350.5K | 0.2% | History |