Institutional Manager · CIK 0001842557
Tandem Wealth Advisors LLC
PHOENIX, AZ · File #028-23142
Latest AUM
$223.0M
Positions
47
Top-10 Concentration
83.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202547 pos · $223.0M
- 13F HOLDINGS REPORTQ/E Sep 202547 pos · $210.3M
- 13F HOLDINGS REPORTQ/E Jun 202549 pos · $202.2M
- 13F HOLDINGS REPORTQ/E Mar 202553 pos · $191.2M
- 13F HOLDINGS REPORTQ/E Dec 202452 pos · $196.0M
- 13F HOLDINGS REPORTQ/E Sep 202449 pos · $197.4M
- 13F HOLDINGS REPORTQ/E Jun 202450 pos · $186.6M
- 13F HOLDINGS REPORTQ/E Mar 202449 pos · $182.0M
- 13F HOLDINGS REPORTQ/E Dec 202350 pos · $165.3M
- 13F HOLDINGS REPORTQ/E Sep 202350 pos · $165.3M
- 13F HOLDINGS REPORTQ/E Sep 202346 pos · $160.7M
- 13F HOLDINGS REPORTQ/E Mar 202383 pos · $157.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | iShares Core U.S. Aggregate Bond ETF | 464287226 | 368,346 | $42.7M | 19.16% |
| 2 | SPDR S&P Mid Cap 400 ETF | MDY | 41,299 | $25.5M | 11.42% |
| 3 | iShares MSCI EAFE ETF | 464287465 | 228,315 | $18.4M | 8.23% |
| 4 | SPDR S&P 500 ETF | SPY | 69,910 | $17.4M | 7.81% |
| 5 | iShares Core Dividend Growth ETF | 46434V621 | 225,361 | $16.4M | 7.34% |
| 6 | iShares MBS ETF | 464288588 | 176,058 | $15.7M | 7.03% |
| 7 | Vanguard Short-Term Corporate Bond Index Fund ETF | 92206C409 | 183,383 | $14.6M | 6.55% |
| 8 | Invesco S&P 500 Equal Weight ETF | IVZ | 64,531 | $13.6M | 6.10% |
| 9 | iShares MSCI Emerging Markets ETF | 464287234 | 228,616 | $13.6M | 6.08% |
| 10 | Vanguard Information Technology Index Fund ETF | 92204A702 | 13,179 | $8.6M | 3.84% |
| 11 | Vanguard Total Stock Market ETF | 922908769 | 12,584 | $4.2M | 1.89% |
| 12 | Vanguard Financials Index Fund ETF | 92204A405 | 27,363 | $3.4M | 1.53% |
| 13 | Vanguard Total Bond Market ETF | 921937835 | 41,669 | $3.1M | 1.38% |
| 14 | Amazon | AMZN | 6,699 | $1.5M | 0.69% |
| 15 | Apple | AAPL | 5,673 | $1.5M | 0.69% |
| 16 | Microsoft | MSFT | 3,104 | $1.5M | 0.67% |
| 17 | Alphabet Class A | GOOG | 4,610 | $1.4M | 0.65% |
| 18 | NVIDIA | NVDA | 7,252 | $1.4M | 0.61% |
| 19 | Eli Lilly & Co | LLY | 1,187 | $1.3M | 0.57% |
| 20 | Costco | 22160K105 | 1,310 | $1.1M | 0.51% |