Tandem Wealth Advisors LLC
- SEC CIK
- 0001842557
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 12, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 47
- 0 vs. Q3 2025
- Portfolio value
- $223.0M
- +$12.7M (+6.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 368,346 | $42.7M | 19.2% | −33,995−8.4% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 41,299 | $25.5M | 11.4% | +10,504+34.1% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 228,315 | $18.4M | 8.2% | +43,705+23.7% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 69,910 | $17.4M | 7.8% | +44,280+172.8% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 225,361 | $16.4M | 7.3% | −10,540−4.5% | Reduced | – |
| iShares Tr464288588 | MBS ETF | 176,058 | $15.7M | 7.0% | +19,696+12.6% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 183,383 | $14.6M | 6.6% | +8,567+4.9% | Added | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 64,531 | $13.6M | 6.1% | −6,023−8.5% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 228,616 | $13.6M | 6.1% | −10,709−4.5% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 13,179 | $8.56M | 3.8% | +1,736+15.2% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,584 | $4.22M | 1.9% | −212−1.7% | Reduced | – |
| Vanguard Financials ETF92204A405 | ETF | 27,363 | $3.42M | 1.5% | +2,043+8.1% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 41,669 | $3.09M | 1.4% | +840+2.1% | Added | – |
| AMZNAmazon Com Inc | Stock | 6,699 | $1.55M | 0.7% | +1,186+21.5% | Added | History |
| AAPLApple Inc. | Stock | 5,673 | $1.54M | 0.7% | +206+3.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 3,104 | $1.50M | 0.7% | +476+18.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 4,610 | $1.44M | 0.6% | +598+14.9% | Added | History |
| NVDANVIDIA Corp | Stock | 7,252 | $1.35M | 0.6% | +2,280+45.9% | Added | History |
| LLYEli Lilly & Co | Stock | 1,187 | $1.28M | 0.6% | +120+11.2% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,310 | $1.13M | 0.5% | +223+20.5% | Added | History |
| KLACKLA Corp | COM NEW | 916 | $1.11M | 0.5% | +131+16.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,664 | $1.10M | 0.5% | +337+25.4% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,660 | $920.6K | 0.4% | +428+19.2% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 18,199 | $813.7K | 0.4% | +3,117+20.7% | AddedConverted for a 2-for-1 split | – |
| ICEIntercontinental Exchange, Inc. | Stock | 4,792 | $776.1K | 0.3% | +876+22.4% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 4,130 | $760.7K | 0.3% | +783+23.4% | Added | History |
| ETNEaton Corp plc | Stock | 2,378 | $757.4K | 0.3% | +470+24.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 2,338 | $753.4K | 0.3% | +399+20.6% | Added | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 16,114 | $687.9K | 0.3% | +2,722+20.3% | AddedConverted for a 2-for-1 split | – |
| BACBank of America Corp | Stock | 11,371 | $625.4K | 0.3% | +1,861+19.6% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 655 | $575.7K | 0.3% | +104+18.9% | Added | History |
| PHParker-Hannifin Corp | Stock | 638 | $560.8K | 0.3% | +95+17.5% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 956 | $554.0K | 0.2% | +130+15.7% | Added | History |
| CBChubb Ltd | Stock | 1,773 | $553.4K | 0.2% | +267+17.7% | Added | History |
| CATCaterpillar Inc | Stock | 937 | $536.8K | 0.2% | +115+14.0% | Added | History |
| LINLinde PLC | Stock | 1,246 | $531.3K | 0.2% | +237+23.5% | Added | History |
| AZOAutoZone Inc | COM | 149 | $505.3K | 0.2% | +28+23.1% | Added | History |
| TJXTJX Companies Inc | Stock | 3,266 | $501.7K | 0.2% | +481+17.3% | Added | History |
| BABoeing Co | Stock | 2,259 | $490.5K | 0.2% | +395+21.2% | Added | History |
| VVisa Inc. | Stock | 1,366 | $479.1K | 0.2% | +226+19.8% | Added | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 11,632 | $469.4K | 0.2% | +2,080+21.8% | Added | – |
| SHWSherwin Williams Co | COM | 1,420 | $460.1K | 0.2% | +262+22.6% | Added | History |
| BXBlackstone Inc. | COM | 2,411 | $371.6K | 0.2% | +506+26.6% | Added | History |
| HDHome Depot, Inc. | Stock | 1,047 | $360.3K | 0.2% | +207+24.6% | Added | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 6,217 | $360.0K | 0.2% | +6,217 | New | – |
| NFLXNetflix Inc | Stock | 2,920 | $273.8K | 0.1% | +600+25.9% | AddedConverted for a 10-for-1 split | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,021 | $262.9K | 0.1% | +10,021 | New | – |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.