Tandem Wealth Advisors LLC

Est. AUM

$224.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	iShares Core U.S. Aggregate Bond ETF	ETF	$34.1M	343924	15.22%	SOLE
2	SPDR S&P Mid Cap 400 ETF	ETF	$25.1M	40661	11.18%	SOLE
3	iShares MSCI EAFE ETF	ETF	$22.8M	235056	10.18%	SOLE
4	Vanguard Short-Term Corporate Bond Index Fund ETF	ETF	$21.1M	266100	9.40%	SOLE
5	iShares MSCI Emerging Markets ETF	ETF	$20.2M	356191	9.02%	SOLE
6	iShares Core Dividend Growth ETF	ETF	$15.9M	226014	7.07%	SOLE
7	SPDR S&P 500 ETF	ETF	$15.1M	23199	6.73%	SOLE
8	Invesco S&P 500 Equal Weight ETF	ETF	$13.4M	69830	5.98%	SOLE
9	iShares MBS ETF	ETF	$12.0M	126557	5.36%	SOLE
10	Vanguard Information Technology Index Fund ETF	ETF	$6.5M	9316	2.90%	SOLE
11	Vanguard Financials Index Fund ETF	ETF	$3.3M	27577	1.49%	SOLE
12	Vanguard Industrials ETF	ETF	$3.2M	10356	1.44%	SOLE
13	Vanguard Total Stock Market ETF	ETF	$3.2M	10026	1.43%	SOLE
14	Vanguard Total Bond Market ETF	ETF	$2.3M	31627	1.04%	SOLE
15	Amazon	Stock	$1.7M	8357	0.78%	SOLE
16	Apple	Stock	$1.5M	5973	0.68%	SOLE
17	Costco	Stock	$1.3M	1330	0.59%	SOLE
18	NVIDIA	Stock	$1.3M	7520	0.58%	SOLE
19	Microsoft	Stock	$1.2M	3354	0.55%	SOLE
20	Alphabet Class A	Stock	$1.2M	4296	0.55%	SOLE
21	KLA	Stock	$1.1M	771	0.51%	SOLE
22	Meta Class A	Stock	$1.0M	1749	0.45%	SOLE
23	Energy Select Sector SPDR	ETF	$977K	15949	0.44%	SOLE
24	Eli Lilly & Co	Stock	$959K	1043	0.43%	SOLE
25	Broadcom	Stock	$935K	3021	0.42%	SOLE
26	Palo Alto Networks	Stock	$916K	5711	0.41%	SOLE
27	Eaton Corp	Stock	$869K	2429	0.39%	SOLE
28	Boeing	Stock	$847K	4257	0.38%	SOLE
29	JPMorgan Chase & Co	Stock	$781K	2655	0.35%	SOLE
30	Utilities Select Sector SPDR Fund	ETF	$755K	16446	0.34%	SOLE
31	Linde	Stock	$662K	1336	0.30%	SOLE
32	Bank of America	Stock	$616K	12639	0.27%	SOLE
33	AutoZone	Stock	$588K	174	0.26%	SOLE
34	Goldman Sachs	Stock	$550K	650	0.25%	SOLE
35	Chubb	Stock	$535K	1640	0.24%	SOLE
36	TJX Companies	Stock	$522K	3269	0.23%	SOLE
37	Thermo Fisher Scientific	Stock	$515K	1048	0.23%	SOLE
38	Parker-Hannifin	Stock	$505K	564	0.23%	SOLE
39	Real Estate Select Sector SPDR Fund	ETF	$499K	12215	0.22%	SOLE
40	Schwab U.S. Broad Market ETF	ETF	$492K	19588	0.22%	SOLE
41	Caterpillar	Stock	$477K	673	0.21%	SOLE
42	Netflix	Stock	$475K	4942	0.21%	SOLE
43	Visa	Stock	$474K	1568	0.21%	SOLE
44	Sherwin Williams	Stock	$468K	1460	0.21%	SOLE
45	Home Depot	Stock	$388K	1181	0.17%	SOLE
46	United Parcel Services	Stock	$333K	3388	0.15%	SOLE
47	State Street S&P 400 Mid Cap ETF	ETF	$302K	5095	0.13%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.