Tandem Wealth Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Tandem Wealth Advisors LLC reported 52 stock positions worth $196.0 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 19.5% of the portfolio, followed by State Street SPDR S&P Midcap (MDY, 8.3%) and iShares MSCI Eafe ETF (EFA, 7.6%). Compared with Q3 2024, it opened 6 new positions, sold out of 3, added to 34 and reduced 11. The biggest buy was a new position in Argent Mid Cap ETF (AMID) and the biggest sale an exit from SS Health Care Select Sector (XLV).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0001842557
- Portfolio Value
- $196.0M (Q4 2024)
- SEC Filing
- 0001986042-25-000005 ↗ filed Feb 13, 2025
Holdings Value
Holdings 52 stocks · $196.0M
| AGG iShares Core U.S. Aggregate | 19.51% | 394,544 | $38.2M | Add +8.1% |
| MDY State Street SPDR S&P Midcap | 8.27% | 28,466 | $16.2M | Reduce -13.2% |
| EFA iShares MSCI Eafe ETF | 7.59% | 196,850 | $14.9M | Reduce -5.8% |
| MBB iShares MBS ETF | 7.15% | 152,867 | $14.0M | Add +10.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.07% | 23,627 | $13.8M | Add +16.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 6.84% | 171,847 | $13.4M | Add +7.6% |
| DGRO iShares Core Dividend Growth | 6.40% | 204,461 | $12.5M | Reduce -3.2% |
| RSP Invesco S&P 500 Equal Weight | 5.55% | 62,102 | $10.9M | Reduce -4.8% |
| QQQ Invesco QQQ Trust Series 1 | 4.67% | 17,913 | $9.2M | Reduce -9.3% |
| IJR iShares Core S&P Small-Cap E | 4.15% | 70,654 | $8.1M | Reduce -4.3% |
| VGT Vanguard Info Tech ETF | 3.32% | 10,459 | $6.5M | Reduce -12.5% |
| EEM iShares MSCI Emerging Market | 3.15% | 147,393 | $6.2M | Add +5.8% |
| AMID Argent Mid Cap ETF | 2.44% | 140,266 | $4.8M | New |
| VTI VG Morningstar TS MKT ETF-US | 2.06% | 13,938 | $4.0M | Reduce -26.0% |
| BND Vanguard Total Bond Market | 1.33% | 36,152 | $2.6M | Add +10.8% |
| ERIE Erie Indemnity Company Class A | 0.82% | 3,905 | $1.6M | New |
| MSFT Microsoft Corp. | 0.69% | 3,212 | $1.4M | Add +8.8% |
| AMZN Amazon.com Inc. | 0.65% | 5,846 | $1.3M | Add +4.5% |
| AAPL Apple Inc. | 0.61% | 4,761 | $1.2M | Add +3.8% |
| GOOGL Alphabet Inc. Class A | 0.51% | 5,266 | $997K | Add +6.2% |
| META Meta Platforms Inc. Class A | 0.45% | 1,518 | $889K | Add +8.9% |
| AVGO Broadcom Inc. | 0.43% | 3,615 | $838K | Add +4.1% |
| COST Costco Wholesale Corp. | 0.43% | 912 | $836K | Add +3.2% |
| NVDA Nvidia Corp. | 0.40% | 5,770 | $775K | Add +12.8% |
| KLAC KLA Corp. | 0.30% | 937 | $590K | Add +31.4% |
| PNC PNC Financial Services Group | 0.30% | 3,018 | $582K | No change |
| LLY Eli Lilly & Co. | 0.28% | 700 | $540K | Add +7.2% |
| XLE SS Energy Select Sector | 0.26% | 5,937 | $509K | Reduce -6.0% |
| ICE Intercontinental Exchange Inc. | 0.25% | 3,317 | $494K | Add +7.5% |
| JPM JPMorgan Chase & Co. | 0.25% | 2,039 | $489K | Add +3.0% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.23% | 4,355 | $459K | New |
| UNH Unitedhealth Group Inc. | 0.23% | 880 | $445K | Add +5.5% |
| BX Blackstone Inc. | 0.21% | 2,407 | $415K | Add +0.5% |
| ETN Eaton Corp. PLC | 0.20% | 1,209 | $401K | Add +5.8% |
| LIN Linde PLC | 0.20% | 940 | $394K | Add +5.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 8,804 | $387K | Add +13.8% |
| CB Chubb Ltd. | 0.19% | 1,382 | $382K | Add +3.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.19% | 4,846 | $367K | New |
| CAT Caterpillar Inc. | 0.19% | 1,011 | $367K | Add +1.6% |
| GEHC GE Healthcare Technology | 0.18% | 4,584 | $358K | Add +9.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.18% | 2,877 | $348K | Add +3.8% |
| V Visa Inc. Class A | 0.18% | 1,091 | $345K | Add +4.8% |
| PH Parker Hannifin Corp. | 0.17% | 529 | $336K | Add +5.2% |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 632 | $329K | Reduce -20.1% |
| PG The Procter & Gamble Co. | 0.16% | 1,909 | $320K | Reduce -28.7% |
| SHW The Sherwin-Williams Co. | 0.15% | 888 | $302K | Add +5.6% |
| HON Honeywell International Inc. | 0.15% | 1,329 | $300K | Add +6.9% |
| HD Home Depot Inc. | 0.15% | 744 | $289K | Add +4.1% |
| XLRE SS Real Estate Select Sector | 0.15% | 7,104 | $289K | Add +7.0% |
| AZO AutoZone Inc. | 0.14% | 87 | $279K | Add +3.6% |
| FTNT Fortinet Inc. | 0.12% | 2,548 | $241K | New |
| NFLX Netflix Inc. | 0.12% | 258 | $230K | New |
Portfolio Sells Q3 2024 → Q4 2024
| XLV SS Health Care Select Sector | Sold out | 0.00% | −2.47 |
| EFA iShares MSCI Eafe ETF | Reduce -5.8% | 7.59% | −1.26 |
| MDY State Street SPDR S&P Midcap | Reduce -13.2% | 8.27% | −1.20 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -26.0% | 2.06% | −0.64 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.8% | 5.55% | −0.37 |
| DGRO iShares Core Dividend Growth | Reduce -3.2% | 6.40% | −0.31 |
| VGT Vanguard Info Tech ETF | Reduce -12.5% | 3.32% | −0.23 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.3% | 4.15% | −0.22 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -9.3% | 4.67% | −0.21 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.20 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Reduce -20.1% | 0.17% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -28.7% | 0.16% | −0.07 |
| XLE SS Energy Select Sector | Reduce -6.0% | 0.26% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| AMID Argent Mid Cap ETF | New | 2.44% | +2.44 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +16.0% | 7.07% | +1.14 |
| ERIE Erie Indemnity Company Class A | New | 0.82% | +0.82 |
| AGG iShares Core U.S. Aggregate | Add +8.1% | 19.51% | +0.78 |
| MBB iShares MBS ETF | Add +10.5% | 7.15% | +0.44 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +7.6% | 6.84% | +0.41 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | New | 0.23% | +0.23 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.19% | +0.19 |
| AMZN Amazon.com Inc. | Add +4.5% | 0.65% | +0.13 |
| AVGO Broadcom Inc. | Add +4.1% | 0.43% | +0.12 |
| FTNT Fortinet Inc. | New | 0.12% | +0.12 |
| NFLX Netflix Inc. | New | 0.12% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +6.2% | 0.51% | +0.09 |
| BND Vanguard Total Bond Market | Add +10.8% | 1.33% | +0.08 |
| NVDA Nvidia Corp. | Add +12.8% | 0.40% | +0.08 |
| AAPL Apple Inc. | Add +3.8% | 0.61% | +0.07 |
| META Meta Platforms Inc. Class A | Add +8.9% | 0.45% | +0.05 |
| MSFT Microsoft Corp. | Add +8.8% | 0.69% | +0.05 |
| BAC Bank of America Corp. | Add +13.8% | 0.20% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +3.0% | 0.25% | +0.04 |
| V Visa Inc. Class A | Add +4.8% | 0.18% | +0.03 |
| COST Costco Wholesale Corp. | Add +3.2% | 0.43% | +0.03 |
| BX Blackstone Inc. | Add +0.5% | 0.21% | +0.03 |
| HON Honeywell International Inc. | Add +6.9% | 0.15% | +0.02 |
| KLAC KLA Corp. | Add +31.4% | 0.30% | +0.02 |
| ETN Eaton Corp. PLC | Add +5.8% | 0.20% | +0.01 |
| TJX TJX Companies Inc. | Add +3.8% | 0.18% | +0.01 |
| PH Parker Hannifin Corp. | Add +5.2% | 0.17% | +0.01 |
| AZO AutoZone Inc. | Add +3.6% | 0.14% | +0.01 |
| HD Home Depot Inc. | Add +4.1% | 0.15% | +0.00 |
| ICE Intercontinental Exchange Inc. | Add +7.5% | 0.25% | +0.00 |
| CB Chubb Ltd. | Add +3.0% | 0.19% | −0.00 |
| XLRE SS Real Estate Select Sector | Add +7.0% | 0.15% | −0.00 |
| SHW The Sherwin-Williams Co. | Add +5.6% | 0.15% | −0.01 |
| CAT Caterpillar Inc. | Add +1.6% | 0.19% | −0.01 |
| LIN Linde PLC | Add +5.5% | 0.20% | −0.01 |
| GEHC GE Healthcare Technology | Add +9.3% | 0.18% | −0.02 |
| LLY Eli Lilly & Co. | Add +7.2% | 0.28% | −0.02 |
| UNH Unitedhealth Group Inc. | Add +5.5% | 0.23% | −0.02 |
| EEM iShares MSCI Emerging Market | Add +5.8% | 3.15% | −0.09 |
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 |