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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. 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
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