Tandem Wealth Advisors LLC Options Holdings

Tandem Wealth Advisors LLC

  • $204 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $204 Million
  • Prior Value $196 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Tandem Wealth Advisors LLC Portfolio

Follow Tandem Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tandem Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tandem Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email