Tandem Wealth Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Tandem Wealth Advisors LLC reported 48 stock positions worth $251.2 million. Its top holding was State Street SPDR S&P Midcap (MDY) at 11.5% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 10.1%) and iShares MSCI Emerging Market (EEM, 9.5%). Compared with Q1 2026, it opened 1 new position, added to 41 and reduced 6. The biggest buy was a new position in iShares Floating Rate Bond E (FLOT) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0001842557
- Portfolio Value
- $251.2M (Q2 2026)
- SEC Filing
- 0001842557-26-000003 ↗ filed Aug 13, 2026
Holdings Value
Holdings 48 stocks · $251.2M
| MDY State Street SPDR S&P Midcap | 11.52% | 41,156 | $28.9M | Add +1.2% |
| EFA iShares MSCI Eafe ETF | 10.10% | 244,341 | $25.4M | Add +4.0% |
| EEM iShares MSCI Emerging Market | 9.46% | 347,610 | $23.8M | Reduce -2.4% |
| AGG iShares Core U.S. Aggregate | 9.27% | 235,324 | $23.3M | Reduce -31.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 8.75% | 278,252 | $22.0M | Add +4.6% |
| DGRO iShares Core Dividend Growth | 6.97% | 231,146 | $17.5M | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.57% | 22,120 | $16.5M | Reduce -4.7% |
| RSP Invesco S&P 500 Equal Weight | 6.03% | 71,243 | $15.2M | Add +2.0% |
| FLOT iShares Floating Rate Bond E | 5.47% | 269,317 | $13.7M | New |
| MBB iShares MBS ETF | 5.01% | 133,260 | $12.6M | Add +5.3% |
| VGT Vanguard Info Tech ETF | 2.98% | 62,550 | $7.5M | Reduce -16.1% |
| VIS Vanguard Industrials ETF | 1.53% | 10,685 | $3.9M | Add +3.2% |
| VFH Vanguard Financials ETF | 1.49% | 28,535 | $3.8M | Add +3.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.40% | 9,495 | $3.5M | Reduce -5.3% |
| KLAC KLA Corp. | 0.94% | 7,851 | $2.4M | Add +1.8% |
| AMZN Amazon.com Inc. | 0.81% | 8,589 | $2.0M | Add +2.8% |
| PANW Palo Alto Networks Inc. | 0.80% | 5,881 | $2.0M | Add +3.0% |
| AAPL Apple Inc. | 0.72% | 6,249 | $1.8M | Add +4.6% |
| BND Vanguard Total Bond Market | 0.68% | 23,241 | $1.7M | Reduce -26.5% |
| GOOGL Alphabet Inc. Class A | 0.63% | 4,461 | $1.6M | Add +3.8% |
| NVDA Nvidia Corp. | 0.62% | 7,773 | $1.6M | Add +3.4% |
| LLY Eli Lilly & Co. | 0.54% | 1,121 | $1.3M | Add +7.5% |
| MSFT Microsoft Corp. | 0.53% | 3,563 | $1.3M | Add +6.2% |
| COST Costco Wholesale Corp. | 0.53% | 1,410 | $1.3M | Add +6.0% |
| AVGO Broadcom Inc. | 0.47% | 3,115 | $1.2M | Add +3.1% |
| ETN Eaton Corp. PLC | 0.43% | 2,565 | $1.1M | Add +5.6% |
| META Meta Platforms Inc. Class A | 0.42% | 1,869 | $1.1M | Add +6.9% |
| BA The Boeing Co. | 0.39% | 4,582 | $992K | Add +7.6% |
| JPM JPMorgan Chase & Co. | 0.37% | 2,826 | $925K | Add +6.4% |
| XLE SS Energy Select Sector | 0.36% | 16,869 | $896K | Add +5.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.32% | 17,567 | $796K | Add +6.8% |
| BAC Bank of America Corp. | 0.30% | 13,361 | $761K | Add +5.7% |
| CAT Caterpillar Inc. | 0.29% | 694 | $739K | Add +3.1% |
| LIN Linde PLC | 0.29% | 1,407 | $730K | Add +5.3% |
| GS Goldman Sachs Group Inc. | 0.28% | 686 | $694K | Add +5.5% |
| SCHB Schwab US Broad Market ETF | 0.26% | 22,524 | $652K | Add +15.0% |
| CB Chubb Ltd. | 0.24% | 1,750 | $596K | Add +6.7% |
| AZO AutoZone Inc. | 0.24% | 186 | $594K | Add +6.9% |
| PH Parker Hannifin Corp. | 0.24% | 605 | $592K | Add +7.3% |
| V Visa Inc. Class A | 0.23% | 1,681 | $577K | Add +7.2% |
| XLRE SS Real Estate Select Sector | 0.23% | 12,980 | $572K | Add +6.3% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 1,123 | $563K | Add +7.2% |
| SHW The Sherwin-Williams Co. | 0.22% | 1,585 | $546K | Add +8.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 3,482 | $528K | Add +6.5% |
| HD Home Depot Inc. | 0.18% | 1,285 | $453K | Add +8.8% |
| UPS United Parcel Service Class B | 0.16% | 3,673 | $395K | Add +8.4% |
| NFLX Netflix Inc. | 0.15% | 5,160 | $368K | Add +4.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.14% | 5,197 | $351K | Add +2.0% |
Portfolio Sells Q1 2026 → Q2 2026
| AGG iShares Core U.S. Aggregate | Reduce -31.6% | 9.27% | −5.95 |
| BND Vanguard Total Bond Market | Reduce -26.5% | 0.68% | −0.36 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.7% | 6.57% | −0.15 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.3% | 1.40% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -16.1% | 2.98% | +0.08 |
| EEM iShares MSCI Emerging Market | Reduce -2.4% | 9.46% | +0.45 |
Portfolio Buys Q1 2026 → Q2 2026
| FLOT iShares Floating Rate Bond E | New | 5.47% | +5.47 |
| KLAC KLA Corp. | Add +1.8% | 0.94% | +0.44 |
| PANW Palo Alto Networks Inc. | Add +3.0% | 0.80% | +0.39 |
| MDY State Street SPDR S&P Midcap | Add +1.2% | 11.52% | +0.34 |
| LLY Eli Lilly & Co. | Add +7.5% | 0.54% | +0.11 |
| VIS Vanguard Industrials ETF | Add +3.2% | 1.53% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +3.8% | 0.63% | +0.08 |
| CAT Caterpillar Inc. | Add +3.1% | 0.29% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +2.0% | 6.03% | +0.06 |
| AVGO Broadcom Inc. | Add +3.1% | 0.47% | +0.05 |
| ETN Eaton Corp. PLC | Add +5.6% | 0.43% | +0.05 |
| AAPL Apple Inc. | Add +4.6% | 0.72% | +0.04 |
| SCHB Schwab US Broad Market ETF | Add +15.0% | 0.26% | +0.04 |
| AMZN Amazon.com Inc. | Add +2.8% | 0.81% | +0.04 |
| NVDA Nvidia Corp. | Add +3.4% | 0.62% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +5.5% | 0.28% | +0.03 |
| BAC Bank of America Corp. | Add +5.7% | 0.30% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +6.4% | 0.37% | +0.02 |
| V Visa Inc. Class A | Add +7.2% | 0.23% | +0.02 |
| BA The Boeing Co. | Add +7.6% | 0.39% | +0.02 |
| PH Parker Hannifin Corp. | Add +7.3% | 0.24% | +0.01 |
| VFH Vanguard Financials ETF | Add +3.5% | 1.49% | +0.01 |
| SHW The Sherwin-Williams Co. | Add +8.6% | 0.22% | +0.01 |
| UPS United Parcel Service Class B | Add +8.4% | 0.16% | +0.01 |
| HD Home Depot Inc. | Add +8.8% | 0.18% | +0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +2.0% | 0.14% | +0.01 |
| XLRE SS Real Estate Select Sector | Add +6.3% | 0.23% | +0.01 |
| CB Chubb Ltd. | Add +6.7% | 0.24% | −0.00 |
| LIN Linde PLC | Add +5.3% | 0.29% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +7.2% | 0.22% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +6.8% | 0.32% | −0.02 |
| TJX TJX Companies Inc. | Add +6.5% | 0.21% | −0.02 |
| MSFT Microsoft Corp. | Add +6.2% | 0.53% | −0.02 |
| AZO AutoZone Inc. | Add +6.9% | 0.24% | −0.03 |
| META Meta Platforms Inc. Class A | Add +6.9% | 0.42% | −0.03 |
| NFLX Netflix Inc. | Add +4.4% | 0.15% | −0.07 |
| COST Costco Wholesale Corp. | Add +6.0% | 0.53% | −0.07 |
| EFA iShares MSCI Eafe ETF | Add +4.0% | 10.10% | −0.08 |
| XLE SS Energy Select Sector | Add +5.8% | 0.36% | −0.08 |
| DGRO iShares Core Dividend Growth | Add +2.3% | 6.97% | −0.10 |
| MBB iShares MBS ETF | Add +5.3% | 5.01% | −0.34 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.6% | 8.75% | −0.65 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 48 | $251.2M | MDY, EFA, EEM, AGG, VCSH |
| Q1 2026 | 47 | $224.3M | AGG, MDY, EFA, VCSH, EEM |
| Q4 2025 | 47 | $223.0M | AGG, MDY, EFA, SPY, DGRO |
| Q3 2025 | 47 | $210.3M | AGG, MDY, EFA, SPY, DGRO |
| Q2 2025 | 49 | $202.2M | AGG, EFA, MDY, SPY, DGRO |
| Q1 2025 | 53 | $191.2M | AGG, MDY, EFA, MBB, VCSH |
| Q4 2024 | 52 | $196.0M | AGG, MDY, EFA, MBB, SPY |
| Q3 2024 | 49 | $197.4M | AGG, MDY, EFA, MBB, DGRO |
| Q2 2024 | 50 | $186.6M | AGG, EFA, MDY, MBB, VCSH |
| Q1 2024 | 49 | $182.0M | AGG, EFA, MDY, MBB, VCSH |