Tandem Wealth Advisors LLC Top Holdings and 13F Report (2025) About Tandem Wealth Advisors LLCInvestment ActivityTandem Wealth Advisors LLC has $251.25 million in total holdings as of June 30, 2025.Tandem Wealth Advisors LLC owns shares of 48 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 11.00% of the portfolio was purchased this quarter.About 5.16% of the portfolio was sold this quarter.This quarter, Tandem Wealth Advisors LLC has purchased 47 new stocks and bought additional shares in 42 stocks.Tandem Wealth Advisors LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P MidCap 400 ETF Trust $28,946,902iShares MSCI EAFE ETF $25,382,132iShares MSCI Emerging Markets ETF $23,779,978iShares Core U.S. Aggregate Bond ETF $23,292,400Vanguard Short-Term Corporate Bond ETF $21,990,218 Largest New Holdings this Quarter 46429B655 - iShares Floating Rate Bond ETF $13,748,610 Holding Largest Purchases this Quarter iShares Floating Rate Bond ETF 269,317 shares (about $13.75M)Vanguard Information Technology ETF 53,234 shares (about $6.36M)KLA 7,080 shares (about $2.14M)iShares MSCI EAFE ETF 9,285 shares (about $964.53K)Vanguard Short-Term Corporate Bond ETF 12,152 shares (about $960.37K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 108,600 shares (about $10.75M)SPDR S&P 500 ETF Trust 1,079 shares (about $805.77K)Vanguard Total Bond Market ETF 8,386 shares (about $615.62K)iShares MSCI Emerging Markets ETF 8,581 shares (about $587.03K)Vanguard Total Stock Market ETF 531 shares (about $196.49K) 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 PortfolioSectorMDYSPDR S&P MidCap 400 ETF Trust$28,946,902$348,156 ▲1.2%41,15611.5%ETFEFAiShares MSCI EAFE ETF$25,382,132$964,525 ▲4.0%244,34110.1%ETFEEMiShares MSCI Emerging Markets ETF$23,779,978$587,026 ▼-2.4%347,6109.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$23,292,400$10,749,242 ▼-31.6%235,3249.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$21,990,218$960,371 ▲4.6%278,2528.8%ETFDGROiShares Core Dividend Growth ETF$17,518,578$388,955 ▲2.3%231,1467.0%ETFSPYSPDR S&P 500 ETF Trust$16,518,626$805,768 ▼-4.7%22,1206.6%ETFRSPInvesco S&P 500 Equal Weight ETF$15,158,275$300,642 ▲2.0%71,2436.0%ETFFLOTiShares Floating Rate Bond ETF$13,748,610$13,748,610 ▲New Holding269,3175.5%ETFMBBiShares MBS ETF$12,595,780$633,570 ▲5.3%133,2605.0%ETFVGTVanguard Information Technology ETF$7,475,992$6,362,541 ▲571.4%62,5503.0%ETFVISVanguard Industrials ETF$3,850,743$118,568 ▲3.2%10,6851.5%ETFVFHVanguard Financials ETF$3,755,238$126,074 ▲3.5%28,5351.5%ETFVTIVanguard Total Stock Market ETF$3,513,530$196,491 ▼-5.3%9,4951.4%ETFKLACKLA$2,368,725$2,136,107 ▲918.3%7,8510.9%TechnologyAMZNAmazon.com$2,047,102$55,295 ▲2.8%8,5890.8%Consumer DiscretionaryPANWPalo Alto Networks$2,005,539$57,973 ▲3.0%5,8810.8%TechnologyAAPLApple$1,808,211$79,863 ▲4.6%6,2490.7%TechnologyBNDVanguard Total Bond Market ETF$1,706,122$615,616 ▼-26.5%23,2410.7%ETFGOOGLAlphabet$1,594,228$58,966 ▲3.8%4,4610.6%Communication ServicesNVDANVIDIA$1,555,300$50,623 ▲3.4%7,7730.6%TechnologyLLYEli Lilly and Company$1,344,561$93,556 ▲7.5%1,1210.5%HealthcareMSFTMicrosoft$1,329,070$77,961 ▲6.2%3,5630.5%TechnologyCOSTCostco Wholesale$1,319,013$74,838 ▲6.0%1,4100.5%Consumer StaplesAVGOBroadcom$1,176,691$35,508 ▲3.1%3,1150.5%TechnologyETNEaton$1,092,998$57,952 ▲5.6%2,5650.4%IndustrialsMETAMeta Platforms$1,052,789$67,595 ▲6.9%1,8690.4%Communication ServicesBABoeing$991,866$70,353 ▲7.6%4,5820.4%IndustrialsJPMJPMorgan Chase & Co.$925,035$55,973 ▲6.4%2,8260.4%FinanceXLEEnergy Select Sector SPDR Fund$895,913$48,861 ▲5.8%16,8690.4%ETFXLUUtilities Select Sector SPDR Fund$796,488$50,826 ▲6.8%17,5670.3%ETFBACBank of America$761,310$41,140 ▲5.7%13,3610.3%FinanceCATCaterpillar$739,041$22,363 ▲3.1%6940.3%IndustrialsLinde$730,149$36,845 ▲5.3%1,4070.3%StockGSThe Goldman Sachs Group$693,800$36,409 ▲5.5%6860.3%FinanceSCHBSchwab US Broad Market ETF$652,295$85,027 ▲15.0%22,5240.3%ETFCBChubb$596,295$37,481 ▲6.7%1,7500.2%FinanceAZOAutoZone$594,445$38,351 ▲6.9%1860.2%Consumer DiscretionaryPHParker-Hannifin$591,763$40,103 ▲7.3%6050.2%IndustrialsVVisa$576,734$38,769 ▲7.2%1,6810.2%FinanceXLREReal Estate Select Sector SPDR Fund$571,509$33,683 ▲6.3%12,9800.2%ETFTMOThermo Fisher Scientific$563,027$37,602 ▲7.2%1,1230.2%HealthcareSHWSherwin-Williams$545,747$43,040 ▲8.6%1,5850.2%MaterialsTJXTJX Companies$527,523$32,270 ▲6.5%3,4820.2%Consumer DiscretionaryHDHome Depot$453,194$36,679 ▲8.8%1,2850.2%Consumer DiscretionaryUPSUnited Parcel Service$394,848$30,638 ▲8.4%3,6730.2%IndustrialsNFLXNetflix$368,424$15,565 ▲4.4%5,1600.1%Communication ServicesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$351,109$6,891 ▲2.0%5,1970.1%ETFShowing largest 100 holdings. 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