Tandem Wealth Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Tandem Wealth Advisors LLC reported 49 stock positions worth $202.2 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 18.4% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 11.7%) and State Street SPDR S&P Midcap (MDY, 8.9%). Compared with Q1 2025, it opened 2 new positions, sold out of 6, added to 30 and reduced 16. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +40%) and the biggest sale an exit from Invesco QQQ Trust Series 1 (QQQ).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0001842557
- Portfolio Value
- $202.2M (Q2 2025)
- SEC Filing
- 0001986042-25-000014 ↗ filed Aug 14, 2025
Holdings Value
Holdings 49 stocks · $202.2M
| AGG iShares Core U.S. Aggregate | 18.36% | 374,285 | $37.1M | Reduce -5.4% |
| EFA iShares MSCI Eafe ETF | 11.73% | 265,404 | $23.7M | Add +39.8% |
| MDY State Street SPDR S&P Midcap | 8.92% | 31,828 | $18.0M | Add +8.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 8.32% | 27,238 | $16.8M | Add +18.2% |
| DGRO iShares Core Dividend Growth | 7.55% | 238,806 | $15.3M | Add +19.7% |
| MBB iShares MBS ETF | 6.76% | 145,662 | $13.7M | Reduce -5.5% |
| RSP Invesco S&P 500 Equal Weight | 6.46% | 71,863 | $13.1M | Add +18.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 6.34% | 161,161 | $12.8M | Reduce -5.9% |
| VGT Vanguard Info Tech ETF | 4.45% | 13,562 | $9.0M | Add +185.7% |
| AMID Argent Mid Cap ETF | 3.01% | 182,862 | $6.1M | Add +30.3% |
| VPU Vanguard Utilities ETF | 2.48% | 28,466 | $5.0M | New |
| VTI VG Morningstar TS MKT ETF-US | 2.06% | 13,705 | $4.2M | Reduce -5.8% |
| VFH Vanguard Financials ETF | 1.64% | 26,050 | $3.3M | Add +3.0% |
| BND Vanguard Total Bond Market | 1.39% | 38,055 | $2.8M | Add +2.8% |
| MSFT Microsoft Corp. | 0.73% | 2,958 | $1.5M | Add +10.0% |
| AMZN Amazon.com Inc. | 0.64% | 5,883 | $1.3M | Add +18.0% |
| AAPL Apple Inc. | 0.63% | 6,196 | $1.3M | Add +9.1% |
| META Meta Platforms Inc. Class A | 0.57% | 1,552 | $1.1M | Add +3.4% |
| NVDA Nvidia Corp. | 0.52% | 6,657 | $1.1M | Add +19.4% |
| AVGO Broadcom Inc. | 0.49% | 3,620 | $998K | Add +64.3% |
| GOOGL Alphabet Inc. Class A | 0.49% | 5,595 | $986K | Add +21.6% |
| KLAC KLA Corp. | 0.46% | 1,043 | $934K | Add +1.6% |
| COST Costco Wholesale Corp. | 0.46% | 943 | $934K | Add +23.6% |
| ETN Eaton Corp. PLC | 0.39% | 2,216 | $791K | Add +70.1% |
| LLY Eli Lilly & Co. | 0.37% | 952 | $742K | Reduce -3.3% |
| ICE Intercontinental Exchange Inc. | 0.34% | 3,693 | $678K | Reduce -5.8% |
| JPM JPMorgan Chase & Co. | 0.32% | 2,249 | $652K | Add +5.9% |
| XLE SS Energy Select Sector | 0.30% | 7,052 | $598K | Add +5.7% |
| PNC PNC Financial Services Group | 0.28% | 3,018 | $563K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 11,459 | $542K | Add +16.7% |
| PANW Palo Alto Networks Inc. | 0.23% | 2,258 | $462K | Add +84.3% |
| LIN Linde PLC | 0.22% | 953 | $447K | Reduce -5.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.22% | 5,420 | $443K | Reduce -0.7% |
| CAT Caterpillar Inc. | 0.21% | 1,105 | $429K | Add +27.2% |
| PH Parker Hannifin Corp. | 0.21% | 607 | $424K | Add +8.0% |
| CB Chubb Ltd. | 0.18% | 1,281 | $371K | Reduce -10.8% |
| XLRE SS Real Estate Select Sector | 0.18% | 8,952 | $371K | Add +0.5% |
| V Visa Inc. Class A | 0.18% | 1,037 | $368K | Reduce -6.2% |
| SHW The Sherwin-Williams Co. | 0.18% | 1,047 | $359K | Add +1.6% |
| BX Blackstone Inc. | 0.17% | 2,348 | $351K | Add +30.6% |
| PG The Procter & Gamble Co. | 0.17% | 2,173 | $346K | Reduce -2.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 2,699 | $333K | Reduce -7.5% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 782 | $317K | Add +22.8% |
| HD Home Depot Inc. | 0.16% | 861 | $316K | Add +10.7% |
| GS Goldman Sachs Group Inc. | 0.14% | 411 | $291K | New |
| UNH Unitedhealth Group Inc. | 0.14% | 912 | $285K | Reduce -11.8% |
| AZO AutoZone Inc. | 0.13% | 73 | $271K | Reduce -16.1% |
| NFLX Netflix Inc. | 0.12% | 188 | $252K | Reduce -24.8% |
| FTNT Fortinet Inc. | 0.11% | 2,144 | $227K | Reduce -7.8% |
Portfolio Sells Q1 2025 → Q2 2025
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −4.25 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −3.89 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −3.40 |
| AGG iShares Core U.S. Aggregate | Reduce -5.4% | 18.36% | −2.11 |
| MBB iShares MBS ETF | Reduce -5.5% | 6.76% | −0.79 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -5.9% | 6.34% | −0.74 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Sold out | 0.00% | −0.24 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.21 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.15 |
| UNH Unitedhealth Group Inc. | Reduce -11.8% | 0.14% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -3.3% | 0.37% | −0.06 |
| CB Chubb Ltd. | Reduce -10.8% | 0.18% | −0.04 |
| AZO AutoZone Inc. | Reduce -16.1% | 0.13% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.8% | 2.06% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -2.2% | 0.17% | −0.03 |
| LIN Linde PLC | Reduce -5.4% | 0.22% | −0.02 |
| TJX TJX Companies Inc. | Reduce -7.5% | 0.16% | −0.02 |
| V Visa Inc. Class A | Reduce -6.2% | 0.18% | −0.02 |
| ICE Intercontinental Exchange Inc. | Reduce -5.8% | 0.34% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.7% | 0.22% | −0.01 |
| FTNT Fortinet Inc. | Reduce -7.8% | 0.11% | −0.00 |
| NFLX Netflix Inc. | Reduce -24.8% | 0.12% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| EFA iShares MSCI Eafe ETF | Add +39.8% | 11.73% | +3.60 |
| VGT Vanguard Info Tech ETF | Add +185.7% | 4.45% | +3.10 |
| VPU Vanguard Utilities ETF | New | 2.48% | +2.48 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +18.2% | 8.32% | +1.59 |
| DGRO iShares Core Dividend Growth | Add +19.7% | 7.55% | +1.11 |
| RSP Invesco S&P 500 Equal Weight | Add +18.0% | 6.46% | +0.95 |
| MDY State Street SPDR S&P Midcap | Add +8.8% | 8.92% | +0.76 |
| AMID Argent Mid Cap ETF | Add +30.3% | 3.01% | +0.70 |
| AVGO Broadcom Inc. | Add +64.3% | 0.49% | +0.30 |
| ETN Eaton Corp. PLC | Add +70.1% | 0.39% | +0.21 |
| NVDA Nvidia Corp. | Add +19.4% | 0.52% | +0.20 |
| MSFT Microsoft Corp. | Add +10.0% | 0.73% | +0.20 |
| GS Goldman Sachs Group Inc. | New | 0.14% | +0.14 |
| AMZN Amazon.com Inc. | Add +18.0% | 0.64% | +0.14 |
| PANW Palo Alto Networks Inc. | Add +84.3% | 0.23% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +21.6% | 0.49% | +0.12 |
| META Meta Platforms Inc. Class A | Add +3.4% | 0.57% | +0.11 |
| KLAC KLA Corp. | Add +1.6% | 0.46% | +0.10 |
| COST Costco Wholesale Corp. | Add +23.6% | 0.46% | +0.08 |
| VFH Vanguard Financials ETF | Add +3.0% | 1.64% | +0.06 |
| CAT Caterpillar Inc. | Add +27.2% | 0.21% | +0.06 |
| BAC Bank of America Corp. | Add +16.7% | 0.27% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +5.9% | 0.32% | +0.05 |
| BX Blackstone Inc. | Add +30.6% | 0.17% | +0.04 |
| PH Parker Hannifin Corp. | Add +8.0% | 0.21% | +0.03 |
| HD Home Depot Inc. | Add +10.7% | 0.16% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +22.8% | 0.16% | −0.01 |
| SHW The Sherwin-Williams Co. | Add +1.6% | 0.18% | −0.01 |
| XLRE SS Real Estate Select Sector | Add +0.5% | 0.18% | −0.01 |
| XLE SS Energy Select Sector | Add +5.7% | 0.30% | −0.03 |
| AAPL Apple Inc. | Add +9.1% | 0.63% | −0.03 |
| BND Vanguard Total Bond Market | Add +2.8% | 1.39% | −0.04 |
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 |