Tandem Wealth Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Tandem Wealth Advisors LLC reported 47 stock positions worth $224.3 million. Its top holding was iShares Core U.S. Aggregate (AGG) at 15.2% of the portfolio, followed by State Street SPDR S&P Midcap (MDY, 11.2%) and iShares MSCI Eafe ETF (EFA, 10.2%). Compared with Q4 2025, it opened 2 new positions, sold out of 2, added to 29 and reduced 16. The biggest buy was iShares MSCI Emerging Market (EEM, shares +56%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- PHOENIX, AZ
- CIK
- 0001842557
- Portfolio Value
- $224.3M (Q1 2026)
- SEC Filing
- 0001842557-26-000002 ↗ filed May 6, 2026
Holdings Value
Holdings 47 stocks · $224.3M
| AGG iShares Core U.S. Aggregate | 15.22% | 343,924 | $34.1M | Reduce -6.6% |
| MDY State Street SPDR S&P Midcap | 11.18% | 40,661 | $25.1M | Reduce -1.5% |
| EFA iShares MSCI Eafe ETF | 10.18% | 235,056 | $22.8M | Add +3.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 9.40% | 266,100 | $21.1M | Add +45.1% |
| EEM iShares MSCI Emerging Market | 9.02% | 356,191 | $20.2M | Add +55.8% |
| DGRO iShares Core Dividend Growth | 7.07% | 226,014 | $15.9M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.73% | 23,199 | $15.1M | Reduce -66.8% |
| RSP Invesco S&P 500 Equal Weight | 5.98% | 69,830 | $13.4M | Add +8.2% |
| MBB iShares MBS ETF | 5.36% | 126,557 | $12.0M | Reduce -28.1% |
| VGT Vanguard Info Tech ETF | 2.90% | 9,316 | $6.5M | Reduce -29.3% |
| VFH Vanguard Financials ETF | 1.49% | 27,577 | $3.3M | Add +0.8% |
| VIS Vanguard Industrials ETF | 1.44% | 10,356 | $3.2M | New |
| VTI VG Morningstar TS MKT ETF-US | 1.43% | 10,026 | $3.2M | Reduce -20.3% |
| BND Vanguard Total Bond Market | 1.04% | 31,627 | $2.3M | Reduce -24.1% |
| AMZN Amazon.com Inc. | 0.78% | 8,357 | $1.7M | Add +24.8% |
| AAPL Apple Inc. | 0.68% | 5,973 | $1.5M | Add +5.3% |
| COST Costco Wholesale Corp. | 0.59% | 1,330 | $1.3M | Add +1.5% |
| NVDA Nvidia Corp. | 0.58% | 7,520 | $1.3M | Add +3.7% |
| MSFT Microsoft Corp. | 0.55% | 3,354 | $1.2M | Add +8.1% |
| GOOGL Alphabet Inc. Class A | 0.55% | 4,296 | $1.2M | Reduce -6.8% |
| KLAC KLA Corp. | 0.51% | 771 | $1.1M | Reduce -15.8% |
| META Meta Platforms Inc. Class A | 0.45% | 1,749 | $1.0M | Add +5.1% |
| XLE SS Energy Select Sector | 0.44% | 15,949 | $977K | Reduce -12.4% |
| LLY Eli Lilly & Co. | 0.43% | 1,043 | $959K | Reduce -12.1% |
| AVGO Broadcom Inc. | 0.42% | 3,021 | $935K | Add +13.6% |
| PANW Palo Alto Networks Inc. | 0.41% | 5,711 | $916K | Add +38.3% |
| ETN Eaton Corp. PLC | 0.39% | 2,429 | $869K | Add +2.1% |
| BA The Boeing Co. | 0.38% | 4,257 | $847K | Add +88.5% |
| JPM JPMorgan Chase & Co. | 0.35% | 2,655 | $781K | Add +13.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.34% | 16,446 | $755K | Add +2.1% |
| LIN Linde PLC | 0.30% | 1,336 | $662K | Add +7.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 12,639 | $616K | Add +11.2% |
| AZO AutoZone Inc. | 0.26% | 174 | $588K | Add +16.8% |
| GS Goldman Sachs Group Inc. | 0.25% | 650 | $550K | Reduce -0.8% |
| CB Chubb Ltd. | 0.24% | 1,640 | $535K | Reduce -7.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 3,269 | $522K | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 1,048 | $515K | Add +9.6% |
| PH Parker Hannifin Corp. | 0.23% | 564 | $505K | Reduce -11.6% |
| XLRE SS Real Estate Select Sector | 0.22% | 12,215 | $499K | Add +5.0% |
| SCHB Schwab US Broad Market ETF | 0.22% | 19,588 | $492K | Add +95.5% |
| CAT Caterpillar Inc. | 0.21% | 673 | $477K | Reduce -28.2% |
| NFLX Netflix Inc. | 0.21% | 4,942 | $475K | Add +69.3% |
| V Visa Inc. Class A | 0.21% | 1,568 | $474K | Add +14.8% |
| SHW The Sherwin-Williams Co. | 0.21% | 1,460 | $468K | Add +2.8% |
| HD Home Depot Inc. | 0.17% | 1,181 | $388K | Add +12.8% |
| UPS United Parcel Service Class B | 0.15% | 3,388 | $333K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.13% | 5,095 | $302K | Reduce -18.1% |
Portfolio Sells Q4 2025 → Q1 2026
| AGG iShares Core U.S. Aggregate | Reduce -6.6% | 15.22% | −3.94 |
| MBB iShares MBS ETF | Reduce -28.1% | 5.36% | −1.67 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -66.8% | 6.73% | −1.08 |
| VGT Vanguard Info Tech ETF | Reduce -29.3% | 2.90% | −0.94 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -20.3% | 1.43% | −0.46 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.35 |
| BND Vanguard Total Bond Market | Reduce -24.1% | 1.04% | −0.35 |
| MDY State Street SPDR S&P Midcap | Reduce -1.5% | 11.18% | −0.24 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -12.1% | 0.43% | −0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -6.8% | 0.55% | −0.10 |
| CAT Caterpillar Inc. | Reduce -28.2% | 0.21% | −0.03 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -18.1% | 0.13% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -11.6% | 0.23% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -0.8% | 0.25% | −0.01 |
| CB Chubb Ltd. | Reduce -7.5% | 0.24% | −0.01 |
| KLAC KLA Corp. | Reduce -15.8% | 0.51% | +0.01 |
| XLE SS Energy Select Sector | Reduce -12.4% | 0.44% | +0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| EEM iShares MSCI Emerging Market | Add +55.8% | 9.02% | +2.94 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +45.1% | 9.40% | +2.85 |
| EFA iShares MSCI Eafe ETF | Add +3.0% | 10.18% | +1.95 |
| VIS Vanguard Industrials ETF | New | 1.44% | +1.44 |
| BA The Boeing Co. | Add +88.5% | 0.38% | +0.16 |
| UPS United Parcel Service Class B | New | 0.15% | +0.15 |
| SCHB Schwab US Broad Market ETF | Add +95.5% | 0.22% | +0.10 |
| NFLX Netflix Inc. | Add +69.3% | 0.21% | +0.09 |
| COST Costco Wholesale Corp. | Add +1.5% | 0.59% | +0.08 |
| AMZN Amazon.com Inc. | Add +24.8% | 0.78% | +0.08 |
| PANW Palo Alto Networks Inc. | Add +38.3% | 0.41% | +0.07 |
| LIN Linde PLC | Add +7.2% | 0.30% | +0.06 |
| ETN Eaton Corp. PLC | Add +2.1% | 0.39% | +0.05 |
| AZO AutoZone Inc. | Add +16.8% | 0.26% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +2.1% | 0.34% | +0.03 |
| XLRE SS Real Estate Select Sector | Add +5.0% | 0.22% | +0.01 |
| HD Home Depot Inc. | Add +12.8% | 0.17% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +13.6% | 0.35% | +0.01 |
| TJX TJX Companies Inc. | Add +0.1% | 0.23% | +0.01 |
| AVGO Broadcom Inc. | Add +13.6% | 0.42% | +0.00 |
| SHW The Sherwin-Williams Co. | Add +2.8% | 0.21% | +0.00 |
| V Visa Inc. Class A | Add +14.8% | 0.21% | −0.00 |
| BAC Bank of America Corp. | Add +11.2% | 0.27% | −0.01 |
| AAPL Apple Inc. | Add +5.3% | 0.68% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +9.6% | 0.23% | −0.02 |
| NVDA Nvidia Corp. | Add +3.7% | 0.58% | −0.02 |
| META Meta Platforms Inc. Class A | Add +5.1% | 0.45% | −0.05 |
| VFH Vanguard Financials ETF | Add +0.8% | 1.49% | −0.05 |
| MSFT Microsoft Corp. | Add +8.1% | 0.55% | −0.12 |
| RSP Invesco S&P 500 Equal Weight | Add +8.2% | 5.98% | −0.13 |
| DGRO iShares Core Dividend Growth | Add +0.3% | 7.07% | −0.27 |
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 |