Tandem Wealth Advisors LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Tandem Wealth Advisors LLC 13F Holdings
CIK 0001842557 · PHOENIX, AZ
As of Sep 30, 2025, Tandem Wealth Advisors LLC reported
47 positions worth $210.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 402,341 | $40.3M | 19.18% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 30,795 |
|
8.4M8.73% |
| ISHARES MSCI EAFE ETF | EFA | — | 184,610 |
7.2M | 8.20% |
| SPDR S&P 500 ETF TRUST | SPY | — | 25,630 |
7.1M | 8.12% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 235,901 |
6.1M | 7.64% |
| ISHARES MBS ETF | MBB | — | 156,362 |
4.9M | 7.07% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 174,816 |
4.0M | 6.64% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 70,554 |
3.4M | 6.36% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 239,325 |
2.8M | 6.08% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 11,443 | $8.5M | 4.06% |
| ARGENT MID CAP ETF | AMID | — | 172,808 | $5.9M | 2.79% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 12,796 | $4.2M | 2.00% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 25,320 | $3.3M | 1.58% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 40,829 | $3.0M | 1.44% |
| APPLE INC | AAPL | Technology | 5,467 |
.4M | 0.66% |
| MICROSOFT CORP | MSFT | Technology | 2,628 |
.4M | 0.65% |
| AMAZON.COM INC | AMZN | Equity | 5,513 |
.2M | 0.58% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 1,087 |
.0M | 0.48% |
| ALPHABET INC | GOOGL | Equity | 4,012 | $975.3K | 0.46% |
| META PLATFORMS INC | META | Communication Services | 1,327 | $974.5K | 0.46% |
| NVIDIA CORP | NVDA | Technology | 4,972 | $927.7K | 0.44% |
| KLA CORP | KLAC | Technology | 785 | $846.7K | 0.40% |
| ELI LILLY & CO | LLY | Healthcare | 1,067 | $814.1K | 0.39% |
| BROADCOM INC | AVGO | Technology | 2,232 | $736.4K | 0.35% |
| EATON CORP PLC | ETN | Industrials | 1,908 | $714.1K | 0.34% |