TW

Tandem Wealth Advisors LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$224.3M

Reporting period: 2026-03-31 · Number of holdings: 47

Tandem Wealth Advisors LLC disclosed 47 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $224.3M and a quarterly turnover rate of 20.2%.

Personality snowflake

Concentration
32.42
Portfolio Stability
20.2
Momentum/Contrarian
100
Sector conviction
51.81
Diversification
94
Sizing Uniformity
83.06

Recent moves

  • Trim AGG

    -6.6%　-$8.6M

  • Add EEM

    +55.8%　$6.7M

  • Add VCSH

    +45.1%　$6.5M

  • Add EFA

    +3.0%　$4.5M

  • Trim MBB

    -28.1%　-$3.7M

  • Trim SPY

    -66.8%　-$2.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AGGIshares Core U.s. AggregateETF-Other15.22%-3.94%-6.63%
2MDYState Street Spdr S&p MidcapETF-Other11.18%-0.24%-1.54%
3EFAIshares Msci Eafe ETFETF-Other10.18%+1.95%+2.95%
4VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds9.40%+2.85%+45.11%
5EEMIshares Msci Emerging MarketETF-Emerging Markets9.02%+2.94%+55.80%
6DGROIshares Core Dividend GrowthETF-Other7.07%-0.27%+0.29%
7SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth6.73%-1.08%-66.82%
8RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth5.98%-0.12%+8.21%
9MBBIshares Mbs ETFETF-Other5.36%-1.67%-28.12%
10VGTVanguard Info Tech ETFETF-Tech2.90%-0.94%-29.31%
11VFHVanguard Financials ETFETF-Other1.49%-0.04%+0.78%
12VISVanguard Industrials ETFETF-Other1.44%+1.44%NEW
13VTIVanguard Total Stock Mkt ETFETF-Other1.43%-0.46%-20.33%
14BNDVanguard Total Bond MarketETF-Other1.04%-0.34%-24.10%
15AMZNAmazon.com INCStock-Consumer Disc0.78%+0.09%+24.75%
16AAPLApple INCStock-Tech0.68%-0.01%+5.29%
17COSTCostco Wholesale CORPStock-Consumer Staples0.59%+0.08%+1.53%
18NVDANvidia CORPStock-Tech0.58%-0.03%+3.70%
19MSFTMicrosoft CORPStock-Tech0.55%-0.12%+8.05%
20GOOGLAlphabet Inc-cl AStock-Comm Services0.55%-0.10%-6.81%
21KLACKla CORPStock-Tech0.51%+0.01%-15.83%
22METAMeta Platforms Inc-class AStock-Comm Services0.45%-0.04%+5.11%
23XLESs Energy Select SectorETF-Other0.44%+0.08%-12.36%
24LLYEli Lilly & CoStock-Healthcare0.43%-0.14%-12.13%
25AVGOBroadcom INCStock-Tech0.42%+0.01%+13.57%
26PANWPalo Alto Networks INCStock-Tech0.41%+0.07%+38.28%
27ETNEaton Corporation plcStock-Industrials0.39%+0.05%+2.14%
28BABoeing Co/theStock-Industrials0.38%+0.16%+88.45%
29JPMJpmorgan Chase & CoStock-Financials0.35%+0.01%+13.56%
30XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other0.34%+0.03%+2.06%
31LINLinde plcStock-Materials0.30%+0.06%+7.22%
32BACBank Of America CORPStock-Financials0.27%-0.01%+11.15%
33AZOAutozone INCStock-Consumer Disc0.26%+0.03%+16.78%
34GSGoldman Sachs Group INCStock-Financials0.25%-0.01%-0.76%
35CBChubb LimitedStock-Financials0.24%-0.01%-7.50%
36TJXTjx Companies INCStock-Consumer Disc0.23%+0.01%+0.09%
37TMOThermo Fisher Scientific INCStock-Healthcare0.23%-0.02%+9.62%
38PHParker Hannifin CORPStock-Industrials0.23%-0.02%-11.60%
39XLRESs Real Estate Select SectorETF-Other0.22%+0.01%+5.01%
40SCHBSchwab US Broad Market ETFETF-Other0.22%+0.10%+95.47%
41CATCaterpillar INCStock-Industrials0.21%-0.03%-28.18%
42NFLXNetflix INCStock-Comm Services0.21%+0.09%+69.25%
43VVisa Inc-class A SharesStock-Financials0.21%—+14.79%
44SHWSherwin-williams Co/theStock-Materials0.21%—+2.82%
45HDHome Depot INCStock-Consumer Disc0.17%+0.01%+12.80%
46UPSUnited Parcel Service-cl BStock-Industrials0.15%+0.15%NEW
47SPMDSs Spdr P S&p 400 Midcap ETFETF-Other0.13%-0.03%-18.05%

Holding changes this quarter

Tandem Wealth Advisors LLC's most significant position changes for 2026-03-31: New buy: Vanguard Industrials ETF (VIS); Sold out: Intercontinental Exchange In (ICE); Sold out: Blackstone INC (BX); New buy: United Parcel Service-cl B (UPS); Trim: Ishares Core U.s. Aggregate (AGG) — shares -6.63%.

Position changes disclosed by Tandem Wealth Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1EEMIshares Msci Emerging Market+2.9%+55.80%Add
2VCSHVanguard S/t CORP Bond ETF+2.9%+45.11%Add
3EFAIshares Msci Eafe ETF+2%+2.95%Add
4BABoeing Co/the+0.2%+88.45%Add
5SCHBSchwab US Broad Market ETF+0.1%+95.47%Add
6NFLXNetflix INC+0.1%+69.25%Add
7AMZNAmazon.com INC+0.1%+24.75%Add
8COSTCostco Wholesale CORP+0.1%+1.53%Add
9XLESs Energy Select Sector+0.1%-12.36%Trim
10PANWPalo Alto Networks INC+0.1%+38.28%Add
11LINLinde plc+0.1%+7.22%Add
12ETNEaton Corporation plc+0.1%+2.14%Add
13AZOAutozone INC0%+16.78%Add
14XLUSt Sr Utl Sl Se Spdr Etf-usd0%+2.06%Add
15XLRESs Real Estate Select Sector0%+5.01%Add
16HDHome Depot INC0%+12.80%Add
17JPMJpmorgan Chase & Co0%+13.56%Add
18KLACKla CORP0%-15.83%Trim
19TJXTjx Companies INC0%+0.09%Add
20AVGOBroadcom INC0%+13.57%Add
21SHWSherwin-williams Co/the—+2.82%Add
22VVisa Inc-class A Shares—+14.79%Add
23AAPLApple INC0%+5.29%Add
24GSGoldman Sachs Group INC0%-0.76%Trim
25CBChubb Limited0%-7.50%Trim
26BACBank Of America CORP0%+11.15%Add
27PHParker Hannifin CORP0%-11.60%Trim
28TMOThermo Fisher Scientific INC0%+9.62%Add
29CATCaterpillar INC0%-28.18%Trim
30SPMDSs Spdr P S&p 400 Midcap ETF0%-18.05%Trim
31NVDANvidia CORP0%+3.70%Add
32METAMeta Platforms Inc-class A0%+5.11%Add
33VFHVanguard Financials ETF0%+0.78%Add
34GOOGLAlphabet Inc-cl A-0.1%-6.81%Trim
35MSFTMicrosoft CORP-0.1%+8.05%Add
36RSPInvesco S&p 500 Equal Weight-0.1%+8.21%Add
37LLYEli Lilly & Co-0.1%-12.13%Trim
38MDYState Street Spdr S&p Midcap-0.2%-1.54%Trim
39DGROIshares Core Dividend Growth-0.3%+0.29%Add
40BNDVanguard Total Bond Market-0.3%-24.10%Trim
41VTIVanguard Total Stock Mkt ETF-0.5%-20.33%Trim
42VGTVanguard Info Tech ETF-0.9%-29.31%Trim
43SPYSs Spdr S&p 500 ETF Trust-us-1.1%-66.82%Trim
44MBBIshares Mbs ETF-1.7%-28.12%Trim
45AGGIshares Core U.s. Aggregate-3.9%-6.63%Trim
46VISVanguard Industrials ETF—NEWNew buy
47ICEIntercontinental Exchange In—EXITSold out
48BXBlackstone INC—EXITSold out
49UPSUnited Parcel Service-cl B—NEWNew buy

FAQ

What is Tandem Wealth Advisors LLC and what type of investor is it?
Tandem Wealth Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $224.3M, spread across 47 disclosed positions.
What are Tandem Wealth Advisors LLC's largest equity positions?
Based on the latest 13F filing, Tandem Wealth Advisors LLC's top holdings by market value are: 1. Ishares Core U.s. Aggregate (AGG) — $34.1M (15.2%) 2. State Street Spdr S&p Midcap (MDY) — $25.1M (11.2%) 3. Ishares Msci Eafe ETF (EFA) — $22.8M (10.2%) 4. Vanguard S/t CORP Bond ETF (VCSH) — $21.1M (9.4%) 5. Ishares Msci Emerging Market (EEM) — $20.2M (9.0%)
What changes did Tandem Wealth Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Tandem Wealth Advisors LLC made 49 notable position adjustments: 2 new positions were initiated, 29 existing holdings were added to, 16 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Vanguard Industrials ETF (VIS); Sold out: Intercontinental Exchange In (ICE); Sold out: Blackstone INC (BX); New buy: United Parcel Service-cl B (UPS); Trim: Ishares Core U.s. Aggregate (AGG) — shares -6.63%
What sectors does Tandem Wealth Advisors LLC focus on?
Tandem Wealth Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 30.8% • Consumer Discretionary: 14.1% • Industrials: 13.2% • Financials: 12.9% • Communication Services: 11.8% • Health Care: 6.4%