Tandem Wealth Advisors LLC Top Holdings and 13F Report (2025) About Tandem Wealth Advisors LLCInvestment ActivityTandem Wealth Advisors LLC has $224.30 million in total holdings as of June 30, 2025.Tandem Wealth Advisors LLC owns shares of 47 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 9.56% of the portfolio was purchased this quarter.About 19.72% of the portfolio was sold this quarter.This quarter, Tandem Wealth Advisors LLC has purchased 47 new stocks and bought additional shares in 29 stocks.Tandem Wealth Advisors LLC sold shares of 16 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $34,141,332SPDR S&P MidCap 400 ETF Trust $25,078,024iShares MSCI EAFE ETF $22,830,980Vanguard Short-Term Corporate Bond ETF $21,093,739iShares MSCI Emerging Markets ETF $20,228,074 Largest New Holdings this Quarter 92204A603 - Vanguard Industrials ETF $3,233,471 Holding911312106 - United Parcel Service $333,311 Holding Largest Purchases this Quarter iShares MSCI Emerging Markets ETF 127,575 shares (about $7.24M)Vanguard Short-Term Corporate Bond ETF 82,717 shares (about $6.56M)Vanguard Industrials ETF 10,356 shares (about $3.23M)Invesco S&P 500 Equal Weight ETF 5,299 shares (about $1.02M)iShares MSCI EAFE ETF 6,741 shares (about $654.75K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 46,711 shares (about $30.38M)iShares MBS ETF 49,501 shares (about $4.70M)Vanguard Information Technology ETF 3,863 shares (about $2.70M)iShares Core U.S. Aggregate Bond ETF 24,422 shares (about $2.42M)Vanguard Total Stock Market ETF 2,558 shares (about $820.63K) 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$34,141,332$2,424,372 ▼-6.6%343,92415.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$25,078,024$393,492 ▼-1.5%40,66111.2%ETFEFAiShares MSCI EAFE ETF$22,830,980$654,753 ▲3.0%235,05610.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$21,093,739$6,556,974 ▲45.1%266,1009.4%ETFEEMiShares MSCI Emerging Markets ETF$20,228,074$7,244,980 ▲55.8%356,1919.0%FinanceDGROiShares Core Dividend Growth ETF$15,861,642$45,827 ▲0.3%226,0147.1%ETFSPYSPDR S&P 500 ETF Trust$15,087,364$30,378,286 ▼-66.8%23,1996.7%FinanceRSPInvesco S&P 500 Equal Weight ETF$13,401,764$1,016,983 ▲8.2%69,8306.0%ETFMBBiShares MBS ETF$12,016,541$4,700,102 ▼-28.1%126,5575.4%ETFVGTVanguard Information Technology ETF$6,499,942$2,695,285 ▼-29.3%9,3162.9%ETFVFHVanguard Financials ETF$3,331,630$25,854 ▲0.8%27,5771.5%ETFVISVanguard Industrials ETF$3,233,471$3,233,471 ▲New Holding10,3561.4%ETFVTIVanguard Total Stock Market ETF$3,216,441$820,632 ▼-20.3%10,0261.4%ETFBNDVanguard Total Bond Market ETF$2,329,012$739,493 ▼-24.1%31,6271.0%ETFAMZNAmazon.com$1,740,512$345,312 ▲24.7%8,3570.8%Retail/WholesaleAAPLApple$1,515,888$76,137 ▲5.3%5,9730.7%Computer and TechnologyCOSTCostco Wholesale$1,325,252$19,929 ▲1.5%1,3300.6%Retail/WholesaleNVDANVIDIA$1,311,488$46,739 ▲3.7%7,5200.6%Computer and TechnologyMSFTMicrosoft$1,241,550$92,542 ▲8.1%3,3540.6%Computer and TechnologyGOOGLAlphabet$1,235,358$90,294 ▼-6.8%4,2960.6%Computer and TechnologyKLACKLA$1,135,228$213,499 ▼-15.8%7710.5%Computer and TechnologyMETAMeta Platforms$1,000,655$48,631 ▲5.1%1,7490.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$977,036$137,835 ▼-12.4%15,9490.4%ETFLLYEli Lilly and Company$959,320$132,447 ▼-12.1%1,0430.4%MedicalAVGOBroadcom$935,030$111,733 ▲13.6%3,0210.4%Computer and TechnologyPANWPalo Alto Networks$915,588$253,466 ▲38.3%5,7110.4%Computer and TechnologyETNEaton$868,780$18,241 ▲2.1%2,4290.4%IndustrialsBABoeing$847,271$397,662 ▲88.4%4,2570.4%AerospaceJPMJPMorgan Chase & Co.$780,995$93,249 ▲13.6%2,6550.3%FinanceXLUUtilities Select Sector SPDR Fund$754,707$15,235 ▲2.1%16,4460.3%ETFLinde$662,335$44,618 ▲7.2%1,3360.3%StockBACBank of America$616,151$61,815 ▲11.2%12,6390.3%FinanceAZOAutoZone$587,734$84,445 ▲16.8%1740.3%Retail/WholesaleGSThe Goldman Sachs Group$549,894$4,230 ▼-0.8%6500.2%FinanceCBChubb$534,525$43,349 ▼-7.5%1,6400.2%FinanceTJXTJX Companies$522,059$479 ▲0.1%3,2690.2%Retail/WholesaleTMOThermo Fisher Scientific$515,123$45,221 ▲9.6%1,0480.2%MedicalPHParker-Hannifin$504,915$66,248 ▼-11.6%5640.2%IndustrialsXLREReal Estate Select Sector SPDR Fund$498,738$23,804 ▲5.0%12,2150.2%ETFSCHBSchwab US Broad Market ETF$491,659$240,132 ▲95.5%19,5880.2%ETFCATCaterpillar$476,794$187,034 ▼-28.2%6730.2%IndustrialsNFLXNetflix$475,173$194,415 ▲69.2%4,9420.2%Consumer DiscretionaryVVisa$473,912$61,052 ▲14.8%1,5680.2%Business ServicesSHWSherwin-Williams$468,003$12,822 ▲2.8%1,4600.2%Basic MaterialsHDHome Depot$388,419$44,071 ▲12.8%1,1810.2%Retail/WholesaleUPSUnited Parcel Service$333,311$333,311 ▲New Holding3,3880.1%TransportationSPMDSPDR Portfolio S&P 400 Mid Cap ETF$301,726$66,445 ▼-18.0%5,0950.1%ETFICEIntercontinental Exchange$0$776,112 ▼-100.0%00.0%FinanceBXBlackstone$0$371,632 ▼-100.0%00.0%FinanceShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
