Tandem Wealth Advisors LLC Portfolio Holdings

Tandem Wealth Advisors LLC

  • $186 Million
  • Q1 2025

Tandem Wealth Advisors LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $186 Million distributed in 53 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 $39.1M, Spdr S&P Midcap 400 ETF Trust with a value of $15.6M, Ishares Tr Msci Eafe ETF with a value of $15.5M, Ishares Tr with a value of $14.5M, and Vanguard Sht Term Corp Bd ETF with a value of $13.5M.

Examining the 13F form we can see an decrease of $4.45M in the current position value, from $190M to 186M.

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 $186 Million
ETFs: $170 Million
Technology: $4.37 Million
Financial Services: $3.21 Million
Consumer Cyclical: $1.92 Million
Communication Services: $1.81 Million
Healthcare: $1.67 Million
Industrials: $1.26 Million
Consumer Defensive: $1.1 Million
Other: $359,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.1 Million 21.05% of portfolio
395,718
Q1 2025 Added 0.3%
$0
$15.6 Million 8.39% of portfolio
29,251
Q1 2025 Added 2.76%
$0
$15.5 Million 8.35% of portfolio
189,907
Q1 2025 Reduced 3.53%
$0
$14.5 Million 7.77% of portfolio
154,087
Q1 2025 Added 0.8%
$0
$13.5 Million 7.27% of portfolio
171,285
Q1 2025 Reduced 0.33%
$0
$12.9 Million 6.93% of portfolio
23,051
Q1 2025 Reduced 2.44%
$0
$12.3 Million 6.63% of portfolio
199,548
Q1 2025 Reduced 2.4%
$0
$10.5 Million 5.67% of portfolio
60,893
Q1 2025 Reduced 1.95%
$0
$8.12 Million 4.37% of portfolio
17,323
Q1 2025 Reduced 3.29%
$0
$7.45 Million 4.0% of portfolio
71,219
Q1 2025 Added 0.8%
$0
$6.5 Million 3.5% of portfolio
148,832
Q1 2025 Added 0.98%
$0
$4 Million 2.15% of portfolio
14,547
Q1 2025 Added 4.37%
$0
$3.02 Million 1.62% of portfolio
25,293
Q1 2025 New
$0
$2.72 Million 1.46% of portfolio
37,010
Q1 2025 Added 2.37%
$0
$2.57 Million 1.38% of portfolio
4,747
Q1 2025 Reduced 54.61%
$3.26T
$1.26 Million 0.68% of portfolio
5,680
Q1 2025 Added 19.3%
$2.22T
$948,000 0.51% of portfolio
4,987
Q1 2025 Reduced 14.69%
$1.5T
$865,000 0.47% of portfolio
1,501
Q1 2025 Reduced 1.12%
$767B
$812,000 0.44% of portfolio
984
Q1 2025 Added 40.57%
$446B
$721,000 0.39% of portfolio
763
Q1 2025 Reduced 16.34%
$993B
$711,000 0.38% of portfolio
4,600
Q1 2025 Reduced 12.65%
$121B
$698,000 0.38% of portfolio
1,027
Q1 2025 Added 9.61%
$98B
$676,000 0.36% of portfolio
3,920
Q1 2025 Added 18.18%
$0
$623,000 0.34% of portfolio
6,670
Q1 2025 Added 12.35%
$359B
$604,000 0.32% of portfolio
5,575
Q1 2025 Reduced 3.38%
$284B
$541,000 0.29% of portfolio
1,034
Q1 2025 Added 17.5%
$72.5B
$530,000 0.29% of portfolio
3,018
Q2 2023 New
$788B
$520,000 0.28% of portfolio
2,123
Q1 2025 Added 4.12%
$0
$452,000 0.24% of portfolio
4,580
Q1 2025 Added 5.17%
$0
$430,000 0.23% of portfolio
5,458
Q1 2025 Added 12.63%
$119B
$433,000 0.23% of portfolio
1,436
Q1 2025 Added 3.91%
$362B
$409,000 0.22% of portfolio
9,817
Q1 2025 Added 11.51%
$606B
$387,000 0.21% of portfolio
1,106
Q1 2025 Added 1.37%
$0
$372,000 0.2% of portfolio
8,905
Q1 2025 Added 25.35%
$386B
$378,000 0.2% of portfolio
2,222
Q1 2025 Added 16.4%
$99.1B
$368,000 0.2% of portfolio
2,203
Q1 2025 Reduced 39.06%
$93.5B
$359,000 0.19% of portfolio
1,030
Q1 2025 Added 15.99%
$146B
$355,000 0.19% of portfolio
2,919
Q1 2025 Added 1.46%
$129B
$354,000 0.19% of portfolio
1,303
Q1 2025 Added 7.78%
$86.2B
$341,000 0.18% of portfolio
562
Q1 2025 Added 6.24%
$70.5B
$331,000 0.18% of portfolio
87
Q4 2024 Added 3.57%
$162B
$316,000 0.17% of portfolio
637
Q1 2025 Added 0.79%
$377B
$285,000 0.15% of portfolio
778
Q1 2025 Added 4.57%
$189B
$286,000 0.15% of portfolio
869
Q1 2025 Reduced 14.05%
$152B
$278,000 0.15% of portfolio
1,316
Q1 2025 Reduced 0.98%
$101B
$251,000 0.13% of portfolio
1,798
Q1 2025 Reduced 25.3%
$536B
$233,000 0.13% of portfolio
250
Q1 2025 Reduced 3.1%
$80.1B
$223,000 0.12% of portfolio
2,324
Q1 2025 Reduced 8.79%
$58.6B
$209,000 0.11% of portfolio
1,225
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $186 Million
  • Prior Value $190 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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