Tandem Wealth Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Tandem Wealth Advisors LLC reported 53 stock positions worth $191.2 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 20.5% of the portfolio, followed by State Street SPDR S&P Midcap (MDY, 8.2%) and iShares MSCI Eafe ETF (EFA, 8.1%). Compared with Q4 2024, it opened 2 new positions, sold out of 1, added to 30 and reduced 19. The biggest buy was a new position in Vanguard Financials ETF (VFH) and the biggest sale Vanguard Info Tech ETF (VGT, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0001842557
- Portfolio Value
- $191.2M (Q1 2025)
- SEC Filing
- 0001986042-25-000007 ↗ filed May 14, 2025
Holdings Value
Holdings 53 stocks · $191.2M
| AGG iShares Core U.S. Aggregate | 20.47% | 395,718 | $39.1M | Add +0.3% |
| MDY State Street SPDR S&P Midcap | 8.16% | 29,251 | $15.6M | Add +2.8% |
| EFA iShares MSCI Eafe ETF | 8.13% | 189,907 | $15.5M | Reduce -3.5% |
| MBB iShares MBS ETF | 7.56% | 154,087 | $14.4M | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 7.07% | 171,285 | $13.5M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.74% | 23,051 | $12.9M | Reduce -2.4% |
| DGRO iShares Core Dividend Growth | 6.44% | 199,548 | $12.3M | Reduce -2.4% |
| RSP Invesco S&P 500 Equal Weight | 5.51% | 60,893 | $10.5M | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 4.25% | 17,323 | $8.1M | Reduce -3.3% |
| IJR iShares Core S&P Small-Cap E | 3.89% | 71,219 | $7.4M | Add +0.8% |
| EEM iShares MSCI Emerging Market | 3.40% | 148,832 | $6.5M | Add +1.0% |
| AMID Argent Mid Cap ETF | 2.31% | 140,332 | $4.4M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 2.09% | 14,547 | $4.0M | Add +4.4% |
| VFH Vanguard Financials ETF | 1.58% | 25,293 | $3.0M | New |
| BND Vanguard Total Bond Market | 1.42% | 37,010 | $2.7M | Add +2.4% |
| VGT Vanguard Info Tech ETF | 1.35% | 4,747 | $2.6M | Reduce -54.6% |
| AAPL Apple Inc. | 0.66% | 5,680 | $1.3M | Add +19.3% |
| MSFT Microsoft Corp. | 0.53% | 2,688 | $1.0M | Reduce -16.3% |
| AMZN Amazon.com Inc. | 0.50% | 4,987 | $949K | Reduce -14.7% |
| META Meta Platforms Inc. Class A | 0.45% | 1,501 | $865K | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.42% | 984 | $813K | Add +40.6% |
| COST Costco Wholesale Corp. | 0.38% | 763 | $722K | Reduce -16.3% |
| GOOGL Alphabet Inc. Class A | 0.37% | 4,600 | $711K | Reduce -12.7% |
| KLAC KLA Corp. | 0.37% | 1,027 | $698K | Add +9.6% |
| ICE Intercontinental Exchange Inc. | 0.35% | 3,920 | $676K | Add +18.2% |
| XLE SS Energy Select Sector | 0.33% | 6,670 | $623K | Add +12.3% |
| NVDA Nvidia Corp. | 0.32% | 5,575 | $604K | Reduce -3.4% |
| UNH Unitedhealth Group Inc. | 0.28% | 1,034 | $542K | Add +17.5% |
| PNC PNC Financial Services Group | 0.28% | 3,018 | $531K | No change |
| JPM JPMorgan Chase & Co. | 0.27% | 2,123 | $521K | Add +4.1% |
| LIN Linde PLC | 0.25% | 1,007 | $469K | Add +7.1% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.24% | 4,580 | $452K | Add +5.2% |
| CB Chubb Ltd. | 0.23% | 1,436 | $434K | Add +3.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.23% | 5,458 | $430K | Add +12.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 9,817 | $410K | Add +11.5% |
| GEHC GE Healthcare Technology | 0.21% | 4,934 | $398K | Add +7.6% |
| V Visa Inc. Class A | 0.20% | 1,106 | $388K | Add +1.4% |
| PG The Procter & Gamble Co. | 0.20% | 2,222 | $379K | Add +16.4% |
| XLRE SS Real Estate Select Sector | 0.19% | 8,905 | $373K | Add +25.4% |
| AVGO Broadcom Inc. | 0.19% | 2,203 | $369K | Reduce -39.1% |
| SHW The Sherwin-Williams Co. | 0.19% | 1,030 | $360K | Add +16.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.19% | 2,919 | $356K | Add +1.5% |
| ETN Eaton Corp. PLC | 0.19% | 1,303 | $354K | Add +7.8% |
| PH Parker Hannifin Corp. | 0.18% | 562 | $342K | Add +6.2% |
| AZO AutoZone Inc. | 0.17% | 87 | $332K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.17% | 637 | $317K | Add +0.8% |
| CAT Caterpillar Inc. | 0.15% | 869 | $287K | Reduce -14.1% |
| HD Home Depot Inc. | 0.15% | 778 | $285K | Add +4.6% |
| HON Honeywell International Inc. | 0.15% | 1,316 | $279K | Reduce -1.0% |
| BX Blackstone Inc. | 0.13% | 1,798 | $251K | Reduce -25.3% |
| NFLX Netflix Inc. | 0.12% | 250 | $233K | Reduce -3.1% |
| FTNT Fortinet Inc. | 0.12% | 2,324 | $224K | Reduce -8.8% |
| PANW Palo Alto Networks Inc. | 0.11% | 1,225 | $209K | New |
Portfolio Sells Q4 2024 → Q1 2025
| VGT Vanguard Info Tech ETF | Reduce -54.6% | 1.35% | −1.97 |
| ERIE Erie Indemnity Company Class A | Sold out | 0.00% | −0.82 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.3% | 4.25% | −0.42 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.4% | 6.74% | −0.33 |
| AVGO Broadcom Inc. | Reduce -39.1% | 0.19% | −0.23 |
| MSFT Microsoft Corp. | Reduce -16.3% | 0.53% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -14.7% | 0.50% | −0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -12.7% | 0.37% | −0.14 |
| BX Blackstone Inc. | Reduce -25.3% | 0.13% | −0.08 |
| NVDA Nvidia Corp. | Reduce -3.4% | 0.32% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -16.3% | 0.38% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.9% | 5.51% | −0.04 |
| CAT Caterpillar Inc. | Reduce -14.1% | 0.15% | −0.04 |
| HON Honeywell International Inc. | Reduce -1.0% | 0.15% | −0.01 |
| FTNT Fortinet Inc. | Reduce -8.8% | 0.12% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -1.1% | 0.45% | −0.00 |
| NFLX Netflix Inc. | Reduce -3.1% | 0.12% | +0.00 |
| DGRO iShares Core Dividend Growth | Reduce -2.4% | 6.44% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.3% | 7.07% | +0.23 |
| EFA iShares MSCI Eafe ETF | Reduce -3.5% | 8.13% | +0.53 |
Portfolio Buys Q4 2024 → Q1 2025
| VFH Vanguard Financials ETF | New | 1.58% | +1.58 |
| AGG iShares Core U.S. Aggregate | Add +0.3% | 20.47% | +0.96 |
| MBB iShares MBS ETF | Add +0.8% | 7.56% | +0.40 |
| EEM iShares MSCI Emerging Market | Add +1.0% | 3.40% | +0.26 |
| LLY Eli Lilly & Co. | Add +40.6% | 0.42% | +0.15 |
| PANW Palo Alto Networks Inc. | New | 0.11% | +0.11 |
| ICE Intercontinental Exchange Inc. | Add +18.2% | 0.35% | +0.10 |
| BND Vanguard Total Bond Market | Add +2.4% | 1.42% | +0.10 |
| XLE SS Energy Select Sector | Add +12.3% | 0.33% | +0.07 |
| KLAC KLA Corp. | Add +9.6% | 0.37% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +17.5% | 0.28% | +0.06 |
| AAPL Apple Inc. | Add +19.3% | 0.66% | +0.05 |
| XLRE SS Real Estate Select Sector | Add +25.4% | 0.19% | +0.05 |
| LIN Linde PLC | Add +7.1% | 0.25% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +12.6% | 0.23% | +0.04 |
| PG The Procter & Gamble Co. | Add +16.4% | 0.20% | +0.03 |
| SHW The Sherwin-Williams Co. | Add +16.0% | 0.19% | +0.03 |
| CB Chubb Ltd. | Add +3.9% | 0.23% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.4% | 2.09% | +0.03 |
| V Visa Inc. Class A | Add +1.4% | 0.20% | +0.03 |
| GEHC GE Healthcare Technology | Add +7.6% | 0.21% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +4.1% | 0.27% | +0.02 |
| BAC Bank of America Corp. | Add +11.5% | 0.21% | +0.02 |
| TJX TJX Companies Inc. | Add +1.5% | 0.19% | +0.01 |
| PH Parker Hannifin Corp. | Add +6.2% | 0.18% | +0.01 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +5.2% | 0.24% | +0.00 |
| HD Home Depot Inc. | Add +4.6% | 0.15% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +0.8% | 0.17% | −0.00 |
| ETN Eaton Corp. PLC | Add +7.8% | 0.19% | −0.02 |
| MDY State Street SPDR S&P Midcap | Add +2.8% | 8.16% | −0.11 |
| AMID Argent Mid Cap ETF | Add +0.1% | 2.31% | −0.13 |
| IJR iShares Core S&P Small-Cap E | Add +0.8% | 3.89% | −0.26 |
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 |