Tandem Wealth Advisors LLC Top Holdings and 13F Report (2025) About Tandem Wealth Advisors LLCInvestment ActivityTandem Wealth Advisors LLC has $202.23 million in total holdings as of June 30, 2025.Tandem Wealth Advisors LLC owns shares of 49 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 15.05% of the portfolio was purchased this quarter.About 13.63% of the portfolio was sold this quarter.This quarter, Tandem Wealth Advisors LLC has purchased 53 new stocks and bought additional shares in 30 stocks.Tandem Wealth Advisors LLC sold shares of 16 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $37,129,046iShares MSCI EAFE ETF $23,724,486SPDR S&P MidCap 400 ETF Trust $18,030,146SPDR S&P 500 ETF Trust $16,829,108iShares Core Dividend Growth ETF $15,269,279 Largest New Holdings this Quarter 92204A876 - Vanguard Utilities ETF $5,024,569 Holding38141G104 - The Goldman Sachs Group $290,885 Holding Largest Purchases this Quarter iShares MSCI EAFE ETF 75,497 shares (about $6.75M)Vanguard Information Technology ETF 8,815 shares (about $5.85M)Vanguard Utilities ETF 28,466 shares (about $5.02M)SPDR S&P 500 ETF Trust 4,187 shares (about $2.59M)iShares Core Dividend Growth ETF 39,258 shares (about $2.51M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 21,433 shares (about $2.13M)Vanguard Short-Term Corporate Bond ETF 10,124 shares (about $804.86K)iShares MBS ETF 8,425 shares (about $791.02K)Vanguard Total Stock Market ETF 842 shares (about $255.91K)Netflix 62 shares (about $83.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTandem Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$37,129,046$2,126,152 ▼-5.4%374,28518.4%FinanceEFAiShares MSCI EAFE ETF$23,724,486$6,748,683 ▲39.8%265,40411.7%FinanceMDYSPDR S&P MidCap 400 ETF Trust$18,030,146$1,459,837 ▲8.8%31,8288.9%ETFSPYSPDR S&P 500 ETF Trust$16,829,108$2,586,955 ▲18.2%27,2388.3%FinanceDGROiShares Core Dividend Growth ETF$15,269,279$2,510,160 ▲19.7%238,8067.6%ETFMBBiShares MBS ETF$13,676,235$791,025 ▼-5.5%145,6626.8%ETFRSPInvesco S&P 500 Equal Weight ETF$13,060,349$1,993,683 ▲18.0%71,8636.5%ETFVCSHVanguard Short-Term Corporate Bond ETF$12,812,313$804,859 ▼-5.9%161,1616.3%ETFVGTVanguard Information Technology ETF$8,995,210$5,846,688 ▲185.7%13,5624.4%ETFAMIDAmerican Midstream Partners$6,081,993$1,414,548 ▲30.3%182,8623.0%EnergyVPUVanguard Utilities ETF$5,024,569$5,024,569 ▲New Holding28,4662.5%ETFVTIVanguard Total Stock Market ETF$4,165,361$255,909 ▼-5.8%13,7052.1%ETFVFHVanguard Financials ETF$3,316,191$96,367 ▲3.0%26,0501.6%ETFBNDVanguard Total Bond Market ETF$2,801,990$76,943 ▲2.8%38,0551.4%ETFMSFTMicrosoft$1,471,339$134,301 ▲10.0%2,9580.7%Computer and TechnologyAMZNAmazon.com$1,290,681$196,575 ▲18.0%5,8830.6%Retail/WholesaleAAPLApple$1,271,233$105,868 ▲9.1%6,1960.6%Computer and TechnologyMETAMeta Platforms$1,145,516$37,643 ▲3.4%1,5520.6%Computer and TechnologyNVDANVIDIA$1,051,672$170,934 ▲19.4%6,6570.5%Computer and TechnologyAVGOBroadcom$997,853$390,596 ▲64.3%3,6200.5%Computer and TechnologyGOOGLAlphabet$986,007$175,349 ▲21.6%5,5950.5%Computer and TechnologyKLACKLA$934,257$14,332 ▲1.6%1,0430.5%Computer and TechnologyCOSTCostco Wholesale$933,513$178,189 ▲23.6%9430.5%Retail/WholesaleETNEaton$791,090$325,932 ▲70.1%2,2160.4%IndustrialsLLYEli Lilly and Company$742,113$24,945 ▼-3.3%9520.4%MedicalICEIntercontinental Exchange$677,555$41,648 ▼-5.8%3,6930.3%FinanceJPMJPMorgan Chase & Co.$652,008$36,529 ▲5.9%2,2490.3%FinanceXLEEnergy Select Sector SPDR Fund$598,080$32,397 ▲5.7%7,0520.3%ETFPNCThe PNC Financial Services Group$562,6760.0%3,0180.3%FinanceBACBank of America$542,240$77,699 ▲16.7%11,4590.3%FinancePANWPalo Alto Networks$462,077$211,393 ▲84.3%2,2580.2%Computer and TechnologyLINDE PLC SHS$447,129$25,336 ▼-5.4%9530.2%StockXLUUtilities Select Sector SPDR Fund$442,597$3,103 ▼-0.7%5,4200.2%ETFCATCaterpillar$428,972$91,618 ▲27.2%1,1050.2%IndustrialsPHParker-Hannifin$423,971$31,431 ▲8.0%6070.2%IndustrialsCBChubb$371,131$44,907 ▼-10.8%1,2810.2%FinanceXLREReal Estate Select Sector SPDR Fund$370,792$1,947 ▲0.5%8,9520.2%ETFVVisa$368,187$24,498 ▼-6.2%1,0370.2%Business ServicesSHWSherwin-Williams$359,498$5,837 ▲1.7%1,0470.2%Basic MaterialsBXBlackstone$351,214$82,269 ▲30.6%2,3480.2%FinancePGProcter & Gamble$346,202$7,807 ▼-2.2%2,1730.2%Consumer StaplesTJXTJX Companies$333,300$27,168 ▼-7.5%2,6990.2%Retail/WholesaleTMOThermo Fisher Scientific$317,070$58,792 ▲22.8%7820.2%MedicalHDHome Depot$315,677$30,431 ▲10.7%8610.2%Retail/WholesaleGSThe Goldman Sachs Group$290,885$290,885 ▲New Holding4110.1%FinanceUNHUnitedHealth Group$284,517$38,060 ▼-11.8%9120.1%MedicalAZOAutoZone$270,993$51,971 ▼-16.1%730.1%Retail/WholesaleNFLXNetflix$251,756$83,026 ▼-24.8%1880.1%Consumer DiscretionaryFTNTFortinet$226,664$19,030 ▼-7.7%2,1440.1%Computer and TechnologyQQQInvesco QQQ$0$8,123,217 ▼-100.0%00.0%FinanceIJRiShares Core S&P Small-Cap ETF$0$7,440,306 ▼-100.0%00.0%ETFEEMiShares MSCI Emerging Markets ETF$0$6,505,290 ▼-100.0%00.0%FinanceIVOOVanguard S&P Mid-Cap 400 ETF$0$452,046 ▼-100.0%00.0%ETFGEHCGE HealthCare Technologies$0$398,223 ▼-100.0%00.0%MedicalHONHoneywell International$0$278,663 ▼-100.0%00.0%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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