Tandem Wealth Advisors LLC Portfolio Holdings

Tandem Wealth Advisors LLC

  • $204 Million
  • Q3 2025

Tandem Wealth Advisors LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $204 Million distributed in 47 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 $40.3M, Spdr S&P Midcap 400 ETF Trust with a value of $18.4M, Ishares Tr Msci Eafe ETF with a value of $17.2M, Spdr S&P 500 ETF Trust with a value of $17.1M, and Ishares Core Dividend Growth E with a value of $16.1M.

Examining the 13F form we can see an increase of $8.28M in the current position value, from $196M to 204M.

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 $204 Million
ETFs: $185 Million
Technology: $5.94 Million
Financial Services: $3.94 Million
Consumer Cyclical: $2.47 Million
Communication Services: $2.23 Million
Industrials: $1.92 Million
Healthcare: $1.21 Million
Consumer Defensive: $1.01 Million
Other: $400,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.3 Million 19.78% of portfolio
402,341
Q3 2025 Added 7.5%
$0
$18.4 Million 9.0% of portfolio
30,795
Q3 2025 Reduced 3.25%
$0
$17.2 Million 8.45% of portfolio
184,610
Q3 2025 Reduced 30.44%
$0
$17.1 Million 8.37% of portfolio
25,630
Q3 2025 Reduced 5.9%
$0
$16.1 Million 7.87% of portfolio
235,901
Q3 2025 Reduced 1.22%
$0
$14.9 Million 7.29% of portfolio
156,362
Q3 2025 Added 7.35%
$0
$14 Million 6.85% of portfolio
174,816
Q3 2025 Added 8.47%
$0
$13.4 Million 6.56% of portfolio
70,554
Q3 2025 Reduced 1.82%
$0
$12.8 Million 6.27% of portfolio
239,325
Q3 2025 New
$0
$8.54 Million 4.19% of portfolio
11,443
Q3 2025 Reduced 15.62%
$0
$4.2 Million 2.06% of portfolio
12,796
Q3 2025 Reduced 6.63%
$0
$3.32 Million 1.63% of portfolio
25,320
Q3 2025 Reduced 2.8%
$0
$3.04 Million 1.49% of portfolio
40,829
Q3 2025 Added 7.29%
$4.3T
$1.39 Million 0.68% of portfolio
5,467
Q3 2025 Reduced 11.77%
$3.78T
$1.36 Million 0.67% of portfolio
2,628
Q3 2025 Reduced 11.16%
$2.39T
$1.21 Million 0.59% of portfolio
5,513
Q3 2025 Reduced 6.29%
$1.65T
$975,000 0.48% of portfolio
4,012
Q3 2025 Reduced 28.29%
$1.37T
$974,000 0.48% of portfolio
1,327
Q3 2025 Reduced 14.5%
$465B
$927,000 0.45% of portfolio
4,972
Q3 2025 Reduced 25.31%
$161B
$846,000 0.41% of portfolio
785
Q3 2025 Reduced 24.74%
$971B
$814,000 0.4% of portfolio
1,067
Q3 2025 Added 12.08%
$139B
$736,000 0.36% of portfolio
2,232
Q3 2025 Reduced 38.34%
$140B
$714,000 0.35% of portfolio
1,908
Q3 2025 Reduced 13.9%
$61.4B
$681,000 0.33% of portfolio
3,347
Q3 2025 Added 48.23%
$0
$673,000 0.33% of portfolio
7,541
Q3 2025 Added 6.93%
$84.9B
$659,000 0.32% of portfolio
3,916
Q3 2025 Added 6.04%
$74.3B
$606,000 0.3% of portfolio
3,018
Q2 2023 New
$881B
$611,000 0.3% of portfolio
1,939
Q3 2025 Reduced 13.78%
$0
$583,000 0.29% of portfolio
6,696
Q3 2025 Added 23.54%
$73.2B
$519,000 0.25% of portfolio
121
Q3 2025 Added 65.75%
$413B
$490,000 0.24% of portfolio
9,510
Q3 2025 Reduced 17.01%
$123B
$425,000 0.21% of portfolio
1,506
Q3 2025 Added 17.56%
$265B
$438,000 0.21% of portfolio
551
Q3 2025 Added 34.06%
$114B
$402,000 0.2% of portfolio
1,864
Q3 2025 New
$0
$402,000 0.2% of portfolio
9,552
Q3 2025 Added 6.7%
$170B
$402,000 0.2% of portfolio
2,785
Q3 2025 Added 3.19%
$222B
$400,000 0.2% of portfolio
826
Q3 2025 Added 5.63%
$107B
$411,000 0.2% of portfolio
543
Q3 2025 Reduced 10.54%
$86.1B
$400,000 0.2% of portfolio
1,158
Q3 2025 Added 10.6%
$533B
$389,000 0.19% of portfolio
1,140
Q3 2025 Added 9.93%
$291B
$392,000 0.19% of portfolio
822
Q3 2025 Reduced 25.61%
$367B
$340,000 0.17% of portfolio
840
Q3 2025 Reduced 2.44%
$98.1B
$325,000 0.16% of portfolio
1,905
Q3 2025 Reduced 18.87%
$49.1B
$278,000 0.14% of portfolio
232
Q3 2025 Added 23.4%
Linde
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.88%
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 5.5%

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
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