Tandem Wealth Advisors LLC
- SEC CIK
- 0001842557
- Latest filing
- Aug 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 6, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 47
- 0 vs. Q4 2025
- Portfolio value
- $224.3M
- +$1.26M (+0.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 343,924 | $34.1M | 15.2% | −24,422−6.6% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 40,661 | $25.1M | 11.2% | −638−1.5% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 235,056 | $22.8M | 10.2% | +6,741+3.0% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 266,100 | $21.1M | 9.4% | +82,717+45.1% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 356,191 | $20.2M | 9.0% | +127,575+55.8% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 226,014 | $15.9M | 7.1% | +653+0.3% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,199 | $15.1M | 6.7% | −46,711−66.8% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 69,830 | $13.4M | 6.0% | +5,299+8.2% | Added | – |
| iShares Tr464288588 | MBS ETF | 126,557 | $12.0M | 5.4% | −49,501−28.1% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 9,316 | $6.50M | 2.9% | −3,863−29.3% | Reduced | – |
| Vanguard Financials ETF92204A405 | ETF | 27,577 | $3.33M | 1.5% | +214+0.8% | Added | – |
| Vanguard Industrials ETF92204A603 | ETF | 10,356 | $3.23M | 1.4% | +10,356 | New | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,026 | $3.22M | 1.4% | −2,558−20.3% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 31,627 | $2.33M | 1.0% | −10,042−24.1% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 8,357 | $1.74M | 0.8% | +1,658+24.7% | Added | History |
| AAPLApple Inc. | Stock | 5,973 | $1.52M | 0.7% | +300+5.3% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,330 | $1.33M | 0.6% | +20+1.5% | Added | History |
| NVDANVIDIA Corp | Stock | 7,520 | $1.31M | 0.6% | +268+3.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 3,354 | $1.24M | 0.6% | +250+8.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 4,296 | $1.24M | 0.6% | −314−6.8% | Reduced | History |
| KLACKLA Corp | COM NEW | 771 | $1.14M | 0.5% | −145−15.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,749 | $1.00M | 0.4% | +85+5.1% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 15,949 | $977.0K | 0.4% | −2,250−12.4% | Reduced | – |
| LLYEli Lilly & Co | Stock | 1,043 | $959.3K | 0.4% | −144−12.1% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 3,021 | $935.0K | 0.4% | +361+13.6% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 5,711 | $915.6K | 0.4% | +1,581+38.3% | Added | History |
| ETNEaton Corp plc | Stock | 2,429 | $868.8K | 0.4% | +51+2.1% | Added | History |
| BABoeing Co | Stock | 4,257 | $847.3K | 0.4% | +1,998+88.4% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 2,655 | $781.0K | 0.3% | +317+13.6% | Added | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 16,446 | $754.7K | 0.3% | +332+2.1% | Added | – |
| LINLinde PLC | Stock | 1,336 | $662.3K | 0.3% | +90+7.2% | Added | History |
| BACBank of America Corp | Stock | 12,639 | $616.2K | 0.3% | +1,268+11.2% | Added | History |
| AZOAutoZone Inc | COM | 174 | $587.7K | 0.3% | +25+16.8% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 650 | $549.9K | 0.2% | −5−0.8% | Reduced | History |
| CBChubb Ltd | Stock | 1,640 | $534.5K | 0.2% | −133−7.5% | Reduced | History |
| TJXTJX Companies Inc | Stock | 3,269 | $522.1K | 0.2% | +3+0.1% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,048 | $515.1K | 0.2% | +92+9.6% | Added | History |
| PHParker-Hannifin Corp | Stock | 564 | $504.9K | 0.2% | −74−11.6% | Reduced | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 12,215 | $498.7K | 0.2% | +583+5.0% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 19,588 | $491.7K | 0.2% | +9,567+95.5% | Added | – |
| CATCaterpillar Inc | Stock | 673 | $476.8K | 0.2% | −264−28.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 4,942 | $475.2K | 0.2% | +2,022+69.2% | Added | History |
| VVisa Inc. | Stock | 1,568 | $473.9K | 0.2% | +202+14.8% | Added | History |
| SHWSherwin Williams Co | COM | 1,460 | $468.0K | 0.2% | +40+2.8% | Added | History |
| HDHome Depot, Inc. | Stock | 1,181 | $388.4K | 0.2% | +134+12.8% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 3,388 | $333.3K | 0.1% | +3,388 | New | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 5,095 | $301.7K | 0.1% | −1,122−18.0% | Reduced | – |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.