Tandem Wealth Advisors LLC Portfolio Holdings

Tandem Wealth Advisors LLC

  • $196 Million
  • Q2 2025

Tandem Wealth Advisors LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $196 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $37.1M, Ishares Tr Msci Eafe ETF with a value of $23.7M, Spdr S&P Midcap 400 ETF Trust with a value of $18M, Spdr S&P 500 ETF Trust with a value of $16.8M, and Ishares Core Dividend Growth E with a value of $15.3M.

Examining the 13F form we can see an increase of $9.71M in the current position value, from $186M to 196M.

Tandem Wealth Advisors LLC is based out at Phoenix, AZ

Below you can find more details about Tandem Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $196 Million
ETFs: $176 Million
Technology: $6.41 Million
Financial Services: $3.81 Million
Communication Services: $2.38 Million
Consumer Cyclical: $2.21 Million
Industrials: $1.64 Million
Healthcare: $1.34 Million
Consumer Defensive: $1.28 Million
Other: $359,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$997,000 0.51% of portfolio
3,620
Q2 2025 Added 64.32%
$133B
$934,000 0.48% of portfolio
1,043
Q2 2025 Added 1.56%
$145B
$791,000 0.4% of portfolio
2,216
Q2 2025 Added 70.07%
$102B
$677,000 0.35% of portfolio
3,693
Q2 2025 Reduced 5.79%
$77.3B
$562,000 0.29% of portfolio
3,018
Q2 2023 New
$52.5B
$462,000 0.24% of portfolio
2,258
Q2 2025 Added 84.33%
$96.6B
$423,000 0.22% of portfolio
607
Q2 2025 Added 8.01%
$112B
$371,000 0.19% of portfolio
1,281
Q2 2025 Reduced 10.79%
$92.8B
$359,000 0.18% of portfolio
1,047
Q2 2025 Added 1.65%
$123B
$351,000 0.18% of portfolio
2,348
Q2 2025 Added 30.59%
$155B
$333,000 0.17% of portfolio
2,699
Q2 2025 Reduced 7.54%
$187B
$317,000 0.16% of portfolio
782
Q2 2025 Added 22.76%
$75.9B
$270,000 0.14% of portfolio
73
Q2 2025 Reduced 16.09%
$61.9B
$226,000 0.12% of portfolio
2,144
Q2 2025 Reduced 7.75%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $196 Million
  • Prior Value $186 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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