13F HOLDINGS REPORT
Tandem Wealth Advisors LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001842557-25-000002
Total Value
$210.3M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | iShares Core U.S. Aggregate Bond ETF | 464287226 | 402,341 | $40.3M | 19.18% |
| 2 | SPDR S&P Mid Cap 400 ETF | MDY | 30,795 | $18.4M | 8.73% |
| 3 | iShares MSCI EAFE ETF | 464287465 | 184,610 | $17.2M | 8.20% |
| 4 | SPDR S&P 500 ETF | SPY | 25,630 | $17.1M | 8.12% |
| 5 | iShares Core Dividend Growth ETF | 46434V621 | 235,901 | $16.1M | 7.64% |
| 6 | iShares MBS ETF | 464288588 | 156,362 | $14.9M | 7.07% |
| 7 | Vanguard Short-Term Corporate Bond Index Fund ETF | 92206C409 | 174,816 | $14.0M | 6.64% |
| 8 | Invesco S&P 500 Equal Weight ETF | IVZ | 70,554 | $13.4M | 6.36% |
| 9 | iShares MSCI Emerging Markets ETF | 464287234 | 239,325 | $12.8M | 6.08% |
| 10 | Vanguard Information Technology Index Fund ETF | 92204A702 | 11,443 | $8.5M | 4.06% |
| 11 | Argent Mid Cap ETF | 02072L839 | 172,808 | $5.9M | 2.79% |
| 12 | Vanguard Total Stock Market ETF | 922908769 | 12,796 | $4.2M | 2.00% |
| 13 | Vanguard Financials Index Fund ETF | 92204A405 | 25,320 | $3.3M | 1.58% |
| 14 | Vanguard Total Bond Market ETF | 921937835 | 40,829 | $3.0M | 1.44% |
| 15 | Apple | AAPL | 5,467 | $1.4M | 0.66% |
| 16 | Microsoft | MSFT | 2,628 | $1.4M | 0.65% |
| 17 | Amazon | AMZN | 5,513 | $1.2M | 0.58% |
| 18 | Costco | 22160K105 | 1,087 | $1.0M | 0.48% |
| 19 | Alphabet Class A | GOOG | 4,012 | $975,317 | 0.46% |
| 20 | Meta Class A | META | 1,327 | $974,522 | 0.46% |
| 21 | NVIDIA | NVDA | 4,972 | $927,676 | 0.44% |
| 22 | KLA | KLAC | 785 | $846,701 | 0.40% |
| 23 | Eli Lilly & Co | LLY | 1,067 | $814,121 | 0.39% |
| 24 | Broadcom | AVGO | 2,232 | $736,359 | 0.35% |
| 25 | Eaton Corp | ETN | 1,908 | $714,069 | 0.34% |
| 26 | Palo Alto Networks | PANW | 3,347 | $681,516 | 0.32% |
| 27 | Energy Select Sector SPDR | 81369Y506 | 7,541 | $673,713 | 0.32% |
| 28 | Intercontinental Exchange | 45866F104 | 3,916 | $659,768 | 0.31% |
| 29 | JPMorgan Chase & Co | VYLD | 1,939 | $611,619 | 0.29% |
| 30 | PNC FINL SVCS GROUP INC COM | 693475105 | 3,018 | $606,471 | 0.29% |
| 31 | Utilities Select Sector SPDR Fund | 81369Y886 | 6,696 | $583,958 | 0.28% |
| 32 | AutoZone | AZO | 121 | $519,119 | 0.25% |
| 33 | Bank of America | 060505104 | 9,510 | $490,621 | 0.23% |
| 34 | Linde | LIN | 1,009 | $479,275 | 0.23% |
| 35 | Goldman Sachs | GSCE | 551 | $438,789 | 0.21% |
| 36 | Chubb | CB | 1,506 | $425,069 | 0.20% |
| 37 | Parker-Hannifin | PH | 543 | $411,675 | 0.20% |
| 38 | TJX Companies | 872540109 | 2,785 | $402,544 | 0.19% |
| 39 | Real Estate Select Sector SPDR Fund | 81369Y860 | 9,552 | $402,426 | 0.19% |
| 40 | Boeing | BA-PA | 1,864 | $402,307 | 0.19% |
| 41 | Sherwin Williams | SHW | 1,158 | $400,969 | 0.19% |
| 42 | Thermo Fisher Scientific | TMO | 826 | $400,627 | 0.19% |
| 43 | Caterpillar | CAT | 822 | $392,217 | 0.19% |
| 44 | Visa | V | 1,140 | $389,173 | 0.19% |
| 45 | Home Depot | HD | 840 | $340,360 | 0.16% |
| 46 | Blackstone | BX | 1,905 | $325,469 | 0.15% |
| 47 | Netflix | NFLX | 232 | $278,149 | 0.13% |