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CIK: 0001842557
Total reported value
$251.2M
$251.2M
47 檔
49.1%
As reported in its official Q1 2026 Form 13F filing, Tandem Wealth Advisors LLC's tracked investment portfolio stood at $251.2M with 47 total positions.
In Q1 2026, Tandem Wealth Advisors LLC displayed an active expansion posture, initiating 2 new positions and adding to 29 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 | 15.22% | -5.95% | -6.63% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 11.18% | +0.34% | -1.54% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 10.18% | -0.08% | +2.95% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 9.40% | -0.65% | +45.11% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 9.02% | +0.44% | +55.80% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.07% | -0.10% | +0.29% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.73% | -0.16% | -66.82% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.98% | +0.05% | +8.21% | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 5.36% | -0.35% | -28.12% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.90% | +0.08% | -29.31% | |
| 11 | VFH | Vanguard Financials ETF | ETF-Other | 1.49% | — | +0.78% | |
| 12 | VIS | Vanguard Industrials ETF | ETF-Other | 1.44% | +0.09% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.43% | -0.03% | -20.33% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.04% | -0.36% | -24.10% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.03% | +24.75% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.68% | +0.04% | +5.29% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.07% | +1.53% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | +0.04% | +3.70% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.02% | +8.05% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.08% | -6.81% | |
| 21 | KLAC | Kla CORP | Stock-Tech | 0.51% | +0.43% | -15.83% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.03% | +5.11% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 0.44% | -0.08% | -12.36% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.11% | -12.13% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.05% | +13.57% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.41% | +0.39% | +38.28% | |
| 27 | ETN | Eaton Corporation plc | Stock-Industrials | 0.39% | +0.05% | +2.14% | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.38% | +0.01% | +88.45% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.02% | +13.56% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.34% | -0.02% | +2.06% | |
| 31 | LIN | Linde plc | Stock-Materials | 0.30% | -0.01% | +7.22% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.27% | +0.03% | +11.15% | |
| 33 | AZO | Autozone Inc | Stock-Consumer Disc | 0.26% | -0.02% | +16.78% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.25% | +0.03% | -0.76% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.24% | — | -7.50% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.23% | -0.02% | +0.09% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.23% | -0.01% | +9.62% | |
| 38 | PH | Parker Hannifin CORP | Stock-Industrials | 0.23% | +0.01% | -11.60% | |
| 39 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.22% | +0.01% | +5.01% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.22% | +0.04% | +95.47% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | +0.08% | -28.18% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.21% | -0.06% | +69.25% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.21% | +0.02% | +14.79% | |
| 44 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.21% | +0.01% | +2.82% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.17% | +0.01% | +12.80% | |
| 46 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.15% | +0.01% | — | |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.13% | +0.01% | -18.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | +2.9% | +55.80% | Add |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | +2.9% | +45.11% | Add |
| 3 | EFA | Ishares Msci Eafe ETF | +2% | +2.95% | Add |
| 4 | BA | Boeing Co/the | +0.2% | +88.45% | Add |
| 5 | SCHB | Schwab US Broad Market ETF | +0.1% | +95.47% | Add |
| 6 | NFLX | Netflix Inc | +0.1% | +69.25% | Add |
| 7 | AMZN | Amazon.com Inc | +0.1% | +24.75% | Add |
| 8 | COST | Costco Wholesale CORP | +0.1% | +1.53% | Add |
| 9 | XLE | Ss Energy Select Sector | +0.1% | -12.36% | Trim |
| 10 | PANW | Palo Alto Networks Inc | +0.1% | +38.28% | Add |
| 11 | LIN | Linde plc | +0.1% | +7.22% | Add |
| 12 | ETN | Eaton Corporation plc | +0.1% | +2.14% | Add |
| 13 | AZO | Autozone Inc | 0% | +16.78% | Add |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +2.06% | Add |
| 15 | XLRE | Ss Real Estate Select Sector | 0% | +5.01% | Add |
| 16 | HD | Home Depot Inc | 0% | +12.80% | Add |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +13.56% | Add |
| 18 | KLAC | Kla CORP | 0% | -15.83% | Trim |
| 19 | TJX | Tjx Companies Inc | 0% | +0.09% | Add |
| 20 | AVGO | Broadcom Inc | 0% | +13.57% | Add |
| 21 | SHW | Sherwin-williams Co/the | — | +2.82% | Add |
| 22 | V | Visa Inc-class A Shares | — | +14.79% | Add |
| 23 | AAPL | Apple Inc | 0% | +5.29% | Add |
| 24 | GS | Goldman Sachs Group Inc | 0% | -0.76% | Trim |
| 25 | CB | Chubb Limited | 0% | -7.50% | Trim |
| 26 | BAC | Bank Of America CORP | 0% | +11.15% | Add |
| 27 | PH | Parker Hannifin CORP | 0% | -11.60% | Trim |
| 28 | TMO | Thermo Fisher Scientific Inc | 0% | +9.62% | Add |
| 29 | CAT | Caterpillar Inc | 0% | -28.18% | Trim |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | -18.05% | Trim |
| 31 | NVDA | Nvidia CORP | 0% | +3.70% | Add |
| 32 | META | Meta Platforms Inc-class A | 0% | +5.11% | Add |
| 33 | VFH | Vanguard Financials ETF | 0% | +0.78% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | -0.1% | -6.81% | Trim |
| 35 | MSFT | Microsoft CORP | -0.1% | +8.05% | Add |
| 36 | RSP | Invesco S&p 500 Equal Weight | -0.1% | +8.21% | Add |
| 37 | LLY | Eli Lilly & Co | -0.1% | -12.13% | Trim |
| 38 | MDY | State Street Spdr S&p Midcap | -0.2% | -1.54% | Trim |
| 39 | DGRO | Ishares Core Dividend Growth | -0.3% | +0.29% | Add |
| 40 | BND | Vanguard Total Bond Market | -0.3% | -24.10% | Trim |
| 41 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -20.33% | Trim |
| 42 | VGT | Vanguard Info Tech ETF | -0.9% | -29.31% | Trim |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | -66.82% | Trim |
| 44 | MBB | Ishares Mbs ETF | -1.7% | -28.12% | Trim |
| 45 | AGG | Ishares Core U.s. Aggregate | -3.9% | -6.63% | Trim |
| 46 | VIS | Vanguard Industrials ETF | — | NEW | New buy |
| 47 | ICE | Intercontinental Exchange In | — | EXIT | Sold out |
| 48 | BX | Blackstone Inc | — | EXIT | Sold out |
| 49 | UPS | United Parcel Service-cl B | — | 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 Q1 2026.
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 49.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
VIS
市值: $3.2M
Top Position Liquidated / Trimmed
ICE
前期市值: $776.1K
During Q1 2026, Tandem Wealth Advisors LLC's top holdings by market value included AGG (15.2%)、MDY (11.2%)、EFA (10.2%). The largest single position, AGG, represented 15.2% of total portfolio value.
In Q1 2026, Tandem Wealth Advisors LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 29 positions, trimming 16 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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