Q2 2026 13F · SEC CIK 2056333

Tandem Investment Partners LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $129.7M
Reported positions: 76
Holdings vs S&P 500, 3 yrs: —
Assets under management: $200.2M

Tandem Investment Partners LLC is a wealth manager that reported 76 positions worth $129.7M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Vanguard Malvern Fds (VCRB, 6.6%), Spdr Series Trust (SPLG, 6.5%), Spdr S&p 500 ETF Tr (SPY, 6.3%).

Tandem Investment Partners LLC holdings largest 50 of 76 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tandem Investment Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VCRBVanguard Malvern Fds	6.6%	6.8%	111,462	+7.1%	$8.6M
SPLGSpdr Series Trust	6.5%	6.1%	96,466	+2.9%	$8.5M
SPYSpdr S&p 500 ETF Tr	6.3%	6.4%	11,028	-4.7%	$8.2M
VXUSVanguard Star Fds Vanguard Total Intl St	5.0%	4.9%	75,973	+1.1%	$6.5M
COWZPacer Fds Tr	4.7%	5.1%	98,477	+1.6%	$6.1M
VGTVanguard Info Tech	4.5%	4.1%	48,735	+601.0%	$5.8M
COWGPacer US Large Cap Cash Cows Growth Lead	3.9%	3.6%	127,475	+2.6%	$5.1M
MDYState Street Spdr S&p Midcap 400 ETF Tru	3.2%	3.1%	5,923	-1.5%	$4.2M
VTIVanguard Index Fds	3.1%	3.3%	10,838	-10.8%	$4.0M
XLVSelect Sector Spdr Tr	2.9%	2.7%	23,650	+7.8%	$3.8M
VCITVanguard Scottsdale Fds	2.8%	2.9%	43,720	+7.5%	$3.6M
SPMDSpdr Series Trust	2.7%	2.5%	51,340	+2.3%	$3.5M
VGITVanguard Intermediate Treasury ETF	2.7%	2.7%	58,344	+7.7%	$3.4M
FLRNState Street Spdr Bloomberg Investment G	2.6%	2.8%	110,235	+2.0%	$3.4M
QQQInvesco Qqq Tr	2.6%	2.5%	4,500	-12.2%	$3.3M
RSPInvesco S&p 500 Equal Weight ETF	2.4%	2.4%	14,660	+0.2%	$3.1M
AAPLApple Inc	2.2%	2.1%	9,901	-0.2%	$2.9M
SPSMSpdr Series Trust	2.1%	1.9%	47,875	+0.8%	$2.8M
MSFTMicrosoft Corp	1.9%	2.0%	6,526	+0.9%	$2.4M
QNDXSpdr Series Trust	1.8%	—	94,010	—	$2.3M
JPMJpmorgan Chase & Co	1.5%	1.6%	6,095	-5.0%	$2.0M
VYMIVanguard International High Dividend Yie	1.5%	1.4%	20,134	+12.4%	$2.0M
GOOGAlphabet Inc	1.3%	1.3%	4,855	-11.1%	$1.7M
AVDEAvantis International Equity ETF	1.3%	1.2%	19,142	+14.1%	$1.7M
VOOVanguard S&p 500 ETF	1.3%	1.0%	2,437	+28.8%	$1.7M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.3%	3,110	-1.1%	$1.6M
SCHBSchwb US Broad	1.1%	1.0%	49,444	+3.8%	$1.4M
NVDANvidia Corporation Com	1.0%	1.0%	6,191	-3.8%	$1.2M
VIGVanguard Dividend Appreciation ETF	0.9%	1.1%	4,825	-17.4%	$1.1M
IJRIshares Core S&p Small Cap ETF	0.9%	0.9%	7,660	-6.6%	$1.1M
JNJJohnson & Johnson	0.8%	1.0%	4,294	-9.2%	$1.1M
VVisa Inc Com Cl A	0.8%	0.8%	3,080	+2.5%	$1.1M
SPTSSpdr Series Trust	0.7%	0.8%	31,569	-1.4%	$916K
WMTWalmart Inc	0.7%	0.8%	7,610	-2.4%	$862K
ORCLOracle Corp	0.6%	0.7%	5,655	-1.2%	$829K
SPABSpdr Series Trust	0.6%	0.6%	30,691	+14.3%	$783K
TMOThermo Fisher Scientific Inc	0.6%	0.6%	1,540	+0.3%	$772K
HDHome Depot Inc Com	0.5%	0.5%	1,947	+0.3%	$687K
NEENextera Energy Inc Com	0.5%	0.6%	7,775	+0.3%	$682K
XOMExxon Mobil Corp	0.5%	0.7%	4,947	-1.9%	$676K
COSTCostco Whsl Corp New	0.5%	0.6%	690	-9.3%	$645K
TJXTjx Cos Inc New Com	0.5%	0.6%	4,180	-11.5%	$633K
PGProcter & Gamble Co Com	0.5%	0.5%	4,141	+0.6%	$607K
DHRDanaher Corporation	0.5%	0.5%	3,156	+2.6%	$601K
AXPAmerican Express Co Com	0.5%	—	1,765	—	$597K
IBMInternational Business Machs	0.4%	0.4%	2,044	+0.1%	$575K
DLSWisdomtree Tr	0.4%	0.5%	6,025	-21.4%	$505K
PTLNorthern Lts Fd Tr IV	0.4%	—	1,715	—	$491K
AMGNAmgen Inc Com	0.4%	0.5%	1,348	-12.6%	$488K
BLKBlackrock Inc	0.4%	0.4%	494	-2.8%	$475K

What Tandem Investment Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard Info Tech+601.0% shares
VOO Vanguard S&p 500 ETF+28.8% shares
SPAB Spdr Series Trust+14.3% shares
AVDE Avantis International Equity ETF+14.1% shares
VYMI Vanguard International High Dividend Yie+12.4% shares
XLV Select Sector Spdr Tr+7.8% shares
VGIT Vanguard Intermediate Treasury ETF+7.7% shares
VCIT Vanguard Scottsdale Fds+7.5% shares

Reduced

DLS Wisdomtree Tr-21.4% shares
VIG Vanguard Dividend Appreciation ETF-17.4% shares
AMGN Amgen Inc Com-12.6% shares
QQQ Invesco Qqq Tr-12.2% shares
TJX Tjx Cos Inc New Com-11.5% shares
GOOG Alphabet Inc-11.1% shares
VTI Vanguard Index Fds-10.8% shares
COST Costco Whsl Corp New-9.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$129.7M	76
Q1 2026	$118.0M	73
Q4 2025	$118.6M	70
Q3 2025	$121.7M	69
Q2 2025	$114.7M	69
Q1 2025	$101.2M	64
Q4 2024	$104.5M	62

Questions about Tandem Investment Partners LLC's portfolio

What stocks does Tandem Investment Partners LLC own?

Tandem Investment Partners LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 76 positions worth $129.7M. The largest are Vanguard Malvern Fds (VCRB) at 6.6%, Spdr Series Trust (SPLG) at 6.5%, Spdr S&p 500 ETF Tr (SPY) at 6.3%, Vanguard Star Fds Vanguard Total Intl St (VXUS) at 5.0% and Pacer Fds Tr (COWZ) at 4.7%.

What did Tandem Investment Partners LLC buy last quarter?

In Q2 2026, Tandem Investment Partners LLC added Vanguard Info Tech (VGT) (+601.0% shares), Vanguard S&p 500 ETF (VOO) (+28.8% shares) and Spdr Series Trust (SPAB) (+14.3% shares), compared with its Q1 2026 filing.

What did Tandem Investment Partners LLC sell last quarter?

In Q2 2026, Tandem Investment Partners LLC cut from its top 50 Invesco Nasdaq 100 ETF (QQQM), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Lowes Cos Inc (LOW), Wisdomtree Tr (DLS) (-21.4% shares), Vanguard Dividend Appreciation ETF (VIG) (-17.4% shares) and Amgen Inc Com (AMGN) (-12.6% shares), compared with its Q1 2026 filing.

When is Tandem Investment Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tandem Investment Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Tandem Investment Partners LLC manage?

Tandem Investment Partners LLC reported $200.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $129.7M.