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CIK: 0001842557
Total reported value
$251.2M
$251.2M
53 檔
39.1%
The Q1 2025 SEC filing reveals that Tandem Wealth Advisors LLC held a total portfolio value of $251.2M, covering 53 public equity positions.
During Q1 2025, Tandem Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 20.47% | -5.95% | +0.30% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 8.16% | +0.34% | +2.76% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 8.13% | -0.08% | -3.53% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 7.56% | -0.35% | +0.80% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.07% | -0.65% | -0.33% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.74% | -0.16% | -2.44% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 6.44% | -0.10% | -2.40% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.51% | +0.05% | -1.95% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.25% | — | -3.29% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.89% | — | +0.80% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.40% | +0.44% | +0.98% | |
| 12 | AMID | Argent Mid Cap ETF | ETF-Other | 2.31% | — | +0.05% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.09% | -0.03% | +4.37% | |
| 14 | VFH | Vanguard Financials ETF | ETF-Other | 1.58% | — | — | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.42% | -0.36% | +2.37% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.35% | +0.08% | -54.61% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.66% | +0.04% | +19.30% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.02% | -16.31% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.03% | -14.69% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.03% | -1.12% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.11% | +40.57% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.07% | -16.34% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.08% | -12.65% | |
| 24 | KLAC | Kla CORP | Stock-Tech | 0.37% | +0.43% | +9.61% | |
| 25 | ICE | Intercontinental Exchange In | Stock-Financials | 0.35% | — | +18.18% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 0.33% | -0.08% | +12.35% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.04% | -3.38% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.28% | — | +17.50% | |
| 29 | PNC | Pnc Financial Services Group | Stock-Financials | 0.28% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | +0.02% | +4.12% | |
| 31 | LIN | Linde plc | Stock-Materials | 0.25% | -0.01% | +7.13% | |
| 32 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.24% | — | +5.17% | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.23% | — | +3.91% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.23% | -0.02% | +12.63% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.21% | +0.03% | +11.51% | |
| 36 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.21% | — | +7.64% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | +0.02% | +1.37% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | — | +16.40% | |
| 39 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.19% | +0.01% | +25.35% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.05% | -39.06% | |
| 41 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.19% | +0.01% | +15.99% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.19% | -0.02% | +1.46% | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 0.19% | +0.05% | +7.78% | |
| 44 | PH | Parker Hannifin CORP | Stock-Industrials | 0.18% | +0.01% | +6.24% | |
| 45 | AZO | Autozone Inc | Stock-Consumer Disc | 0.17% | -0.02% | — | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.17% | -0.01% | +0.79% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | +0.08% | -14.05% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | +0.01% | +4.57% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.15% | — | -0.98% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.13% | — | -25.30% |
According to official SEC Form 13F filings, Tandem Wealth Advisors LLC reported a total U.S. public equity portfolio value of $251.2M across 53 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, MDY, EFA) accounted for 39.1% of total reported equity market value during Q1 2025.
During Q1 2025, Tandem Wealth Advisors LLC's top holdings by market value included AGG (20.5%)、MDY (8.2%)、EFA (8.1%). The largest single position, AGG, represented 20.5% of total portfolio value.
In Q1 2025, Tandem Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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