Tandem Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$224.3M
Q ending 2026-03-31
Prior quarter
$223.0M
Q ending 2025-12-31
Change
+0.6% QoQ · +17.3% YoY
Positions
47
reported holdings
Largest positions
All 47 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Core U.S. Aggregate Bond E | AGG | Shares | $34.1M | 344K |
| Spdr S&P Mid Cap 400 Etf | MDY | Shares | $25.1M | 41K |
| Ishares Msci Eafe Etf | EFA | Shares | $22.8M | 235K |
| Vanguard Short-Term Corporate Bond | VCSH | Shares | $21.1M | 266K |
| Ishares Msci Emerging Markets Etf | EEM | Shares | $20.2M | 356K |
| Ishares Core Dividend Growth Etf | DGRO | Shares | $15.9M | 226K |
| Spdr S&P 500 Etf | SPY | Shares | $15.1M | 23K |
| Invesco S&P 500 Equal Weight Etf | RSP | Shares | $13.4M | 70K |
| Ishares Mbs Etf | MBB | Shares | $12.0M | 127K |
| Vanguard Information Technology In | VGT | Shares | $6.5M | 9K |
| Vanguard Financials Index Fund Etf | VFH | Shares | $3.3M | 28K |
| Vanguard Industrials Etf | VIS | Shares | $3.2M | 10K |
| Vanguard Total Stock Market Etf | VTI | Shares | $3.2M | 10K |
| Vanguard Total Bond Market Etf | BND | Shares | $2.3M | 32K |
| Amazon | AMZN | Shares | $1.7M | 8K |
| Apple | AAPL | Shares | $1.5M | 6K |
| Costco | COST | Shares | $1.3M | 1K |
| Nvidia | NVDA | Shares | $1.3M | 8K |
| Microsoft | MSFT | Shares | $1.2M | 3K |
| Alphabet Class A | GOOGL | Shares | $1.2M | 4K |
| Kla | KLAC | Shares | $1.1M | 771 |
| Meta Class A | META | Shares | $1.0M | 2K |
| Energy Select Sector Spdr | XLE | Shares | $977K | 16K |
| Eli Lilly & Co | LLY | Shares | $959K | 1K |
| Broadcom | AVGO | Shares | $935K | 3K |
| Palo Alto Networks | PANW | Shares | $916K | 6K |
| Eaton Corp | Shares | $869K | 2K | |
| Boeing | BA | Shares | $847K | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $781K | 3K |
| Utilities Select Sector Spdr Fund | XLU | Shares | $755K | 16K |
| Linde | Shares | $662K | 1K | |
| Bank Of America | BAC | Shares | $616K | 13K |
| Autozone | AZO | Shares | $588K | 174 |
| Goldman Sachs | GS | Shares | $550K | 650 |
| Chubb | Shares | $535K | 2K | |
| Tjx Companies | TJX | Shares | $522K | 3K |
| Thermo Fisher Scientific | TMO | Shares | $515K | 1K |
| Parker-Hannifin | PH | Shares | $505K | 564 |
| Real Estate Select Sector Spdr Fun | XLRE | Shares | $499K | 12K |
| Schwab U.S. Broad Market Etf | SCHB | Shares | $492K | 20K |
| Caterpillar | CAT | Shares | $477K | 673 |
| Netflix | NFLX | Shares | $475K | 5K |
| Visa | V | Shares | $474K | 2K |
| Sherwin Williams | SHW | Shares | $468K | 1K |
| Home Depot | HD | Shares | $388K | 1K |
| United Parcel Services | UPS | Shares | $333K | 3K |
| State Street S&P 400 Mid Cap Etf | SPMD | Shares | $302K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.