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CIK: 0001842557
Total reported value
$251.2M
$251.2M
47 檔
47.9%
According to the latest 13F quarterly dataset, Tandem Wealth Advisors LLC managed an equity portfolio of $251.2M at the end of Q4 2025, spanning 47 distinct U.S. exchange-listed positions.
In Q4 2025, Tandem Wealth Advisors LLC displayed an active expansion posture, initiating 2 new positions and adding to 40 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 19.16% | -5.95% | -8.45% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 11.42% | +0.34% | +34.11% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 8.23% | -0.08% | +23.67% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.81% | -0.16% | +172.77% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.34% | -0.10% | -4.47% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 7.03% | -0.35% | +12.60% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.55% | -0.65% | +4.90% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.10% | +0.05% | -8.54% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 6.08% | +0.44% | -4.47% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.84% | +0.08% | +15.17% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.89% | -0.03% | -1.66% | |
| 12 | VFH | Vanguard Financials ETF | ETF-Other | 1.53% | — | +8.07% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.38% | -0.36% | +2.06% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.03% | +21.51% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.04% | +3.77% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.02% | +18.11% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.08% | +14.91% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.04% | +45.86% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.11% | +11.25% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.07% | +20.52% | |
| 21 | KLAC | Kla CORP | Stock-Tech | 0.50% | +0.43% | +16.69% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.03% | +25.40% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.05% | +19.18% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 0.36% | -0.08% | +141.33% | |
| 25 | ICE | Intercontinental Exchange In | Stock-Financials | 0.35% | — | +22.37% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.34% | +0.39% | +23.39% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 0.34% | +0.05% | +24.63% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | +0.02% | +20.58% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.31% | -0.02% | +140.65% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.28% | +0.03% | +19.57% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.26% | +0.03% | +18.87% | |
| 32 | PH | Parker Hannifin CORP | Stock-Industrials | 0.25% | +0.01% | +17.50% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.25% | -0.01% | +15.74% | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.25% | — | +17.73% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.08% | +13.99% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.24% | -0.01% | +23.49% | |
| 37 | AZO | Autozone Inc | Stock-Consumer Disc | 0.23% | -0.02% | +23.14% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.22% | -0.02% | +17.27% | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.22% | +0.01% | +21.19% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.21% | +0.02% | +19.82% | |
| 41 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.21% | +0.01% | +21.78% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.21% | +0.01% | +22.63% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.17% | — | +26.56% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | +0.01% | +24.64% | |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.16% | +0.01% | — | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.12% | -0.06% | +1158.62% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.12% | +0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | +2.7% | +34.11% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | +14.91% | Add |
| 3 | LLY | Eli Lilly & Co | +0.2% | +11.25% | Add |
| 4 | NVDA | Nvidia CORP | +0.2% | +45.86% | Add |
| 5 | AMZN | Amazon.com Inc | +0.1% | +21.51% | Add |
| 6 | KLAC | Kla CORP | +0.1% | +16.69% | Add |
| 7 | AVGO | Broadcom Inc | +0.1% | +19.18% | Add |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.1% | +15.74% | Add |
| 9 | PH | Parker Hannifin CORP | +0.1% | +17.50% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | +13.99% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | +20.58% | Add |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | +18.87% | Add |
| 13 | BAC | Bank Of America CORP | +0.1% | +19.57% | Add |
| 14 | CB | Chubb Limited | +0.1% | +17.73% | Add |
| 15 | XLE | Ss Energy Select Sector | 0% | +141.33% | Add |
| 16 | ICE | Intercontinental Exchange In | 0% | +22.37% | Add |
| 17 | EFA | Ishares Msci Eafe ETF | 0% | +23.67% | Add |
| 18 | AAPL | Apple Inc | 0% | +3.77% | Add |
| 19 | META | Meta Platforms Inc-class A | 0% | +25.40% | Add |
| 20 | COST | Costco Wholesale CORP | 0% | +20.52% | Add |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +140.65% | Add |
| 22 | TJX | Tjx Companies Inc | 0% | +17.27% | Add |
| 23 | V | Visa Inc-class A Shares | 0% | +19.82% | Add |
| 24 | BA | Boeing Co/the | 0% | +21.19% | Add |
| 25 | MSFT | Microsoft CORP | 0% | +18.11% | Add |
| 26 | PANW | Palo Alto Networks Inc | 0% | +23.39% | Add |
| 27 | XLRE | Ss Real Estate Select Sector | 0% | +21.78% | Add |
| 28 | SHW | Sherwin-williams Co/the | 0% | +22.63% | Add |
| 29 | BX | Blackstone Inc | 0% | +26.56% | Add |
| 30 | LIN | Linde plc | 0% | +23.49% | Add |
| 31 | EEM | Ishares Msci Emerging Market | — | -4.47% | Trim |
| 32 | ETN | Eaton Corporation plc | — | +24.63% | Add |
| 33 | HD | Home Depot Inc | — | +24.64% | Add |
| 34 | NFLX | Netflix Inc | 0% | +1158.62% | Add |
| 35 | AGG | Ishares Core U.s. Aggregate | 0% | -8.45% | Trim |
| 36 | AZO | Autozone Inc | 0% | +23.14% | Add |
| 37 | MBB | Ishares Mbs ETF | 0% | +12.60% | Add |
| 38 | VFH | Vanguard Financials ETF | -0.1% | +8.07% | Add |
| 39 | BND | Vanguard Total Bond Market | -0.1% | +2.06% | Add |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +4.90% | Add |
| 41 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -1.66% | Trim |
| 42 | VGT | Vanguard Info Tech ETF | -0.2% | +15.17% | Add |
| 43 | RSP | Invesco S&p 500 Equal Weight | -0.3% | -8.54% | Trim |
| 44 | DGRO | Ishares Core Dividend Growth | -0.3% | -4.47% | Trim |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | +172.77% | Add |
| 46 | AMID | Argent Mid Cap ETF | — | EXIT | Sold out |
| 47 | PNC | Pnc Financial Services Group | — | EXIT | Sold out |
| 48 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | NEW | New buy |
| 49 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Tandem Wealth Advisors LLC reported a total U.S. public equity portfolio value of $251.2M across 47 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AGG, MDY, EFA) accounted for 47.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPMD
市值: $360.0K
Top Position Liquidated / Trimmed
AMID
前期市值: $5.9M
During Q4 2025, Tandem Wealth Advisors LLC's top holdings by market value included AGG (19.2%)、MDY (11.4%)、EFA (8.2%). The largest single position, AGG, represented 19.2% of total portfolio value.
In Q4 2025, Tandem Wealth Advisors LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 40 positions, trimming 5 holdings, and fully liquidating 2 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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