Q2 2026 13F · SEC CIK 1842557

Tandem Wealth Advisors LLC

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $251.2M
Reported positions: 48
Top holdings a year, 3 yrs: +10.8%
Assets under management: $261.5M

Tandem Wealth Advisors LLC is a wealth manager that reported 48 positions worth $251.2M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were State Str Spdr S&p Midcap 40 (MDY, 11.5%), Ishares Tr (EFA, 10.1%), Ishares Tr (EEM, 9.5%). A portfolio copying its top holdings returned 10.8% a year over the last 3 years, against 20.4% for the S&P 500.

Tandem Wealth Advisors LLC holdings all 48 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 Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MDYState Str Spdr S&p Midcap 40	11.5%	11.2%	41,156	+1.2%	$28.9M
EFAIshares Tr	10.1%	10.2%	244,341	+4.0%	$25.4M
EEMIshares Tr	9.5%	9.0%	347,610	-2.4%	$23.8M
AGGIshares Tr	9.3%	15.2%	235,324	-31.6%	$23.3M
VCSHVanguard Scottsdale Fds	8.8%	9.4%	278,252	+4.6%	$22.0M
DGROIshares Tr	7.0%	7.1%	231,146	+2.3%	$17.5M
SPYState Str Spdr S&p 500 ETF T	6.6%	6.7%	22,120	-4.7%	$16.5M
RSPInvesco Exchange Traded Fd T	6.0%	6.0%	71,243	+2.0%	$15.2M
FLOTIshares Tr	5.5%	New	269,317	—	$13.7M
MBBIshares Tr	5.0%	5.4%	133,260	+5.3%	$12.6M
VGTVanguard World Fd	3.0%	2.9%	62,550	+571.4%	$7.5M
VISVanguard Industrials ETF	1.5%	1.4%	10,685	+3.2%	$3.9M
VFHVanguard World Fd	1.5%	1.5%	28,535	+3.5%	$3.8M
VTIVanguard Index Fds	1.4%	1.4%	9,495	-5.3%	$3.5M
KLACKla Corp	0.9%	0.5%	7,851	+918.3%	$2.4M
AMZNAmazon Com Inc	0.8%	0.8%	8,589	+2.8%	$2.0M
PANWPalo Alto Networks Inc	0.8%	0.4%	5,881	+3.0%	$2.0M
AAPLApple Inc	0.7%	0.7%	6,249	+4.6%	$1.8M
BNDVanguard Bd Index Fds	0.7%	1.0%	23,241	-26.5%	$1.7M
GOOGLAlphabet Inc	0.6%	0.6%	4,461	+3.8%	$1.6M
NVDANvidia Corporation	0.6%	0.6%	7,773	+3.4%	$1.6M
LLYEli Lilly & Co	0.5%	0.4%	1,121	+7.5%	$1.3M
MSFTMicrosoft Corp	0.5%	0.6%	3,563	+6.2%	$1.3M
COSTCostco Wholesale Corporation	0.5%	0.6%	1,410	+6.0%	$1.3M
AVGOBroadcom Inc	0.5%	0.4%	3,115	+3.1%	$1.2M
ETNEaton Corp PLC	0.4%	0.4%	2,565	+5.6%	$1.1M
METAMeta Platforms Inc	0.4%	0.4%	1,869	+6.9%	$1.1M
BABoeing Co	0.4%	0.4%	4,582	+7.6%	$992K
JPMJpmorgan Chase & Co	0.4%	0.3%	2,826	+6.4%	$925K
XLESelect Sector Spdr Tr	0.4%	0.4%	16,869	+5.8%	$896K
XLUSelect Sector Spdr Tr	0.3%	0.3%	17,567	+6.8%	$796K
BACBank of Amer Corp	0.3%	0.3%	13,361	+5.7%	$761K
CATCaterpillar Inc	0.3%	0.2%	694	+3.1%	$739K
LINLinde PLC	0.3%	0.3%	1,407	+5.3%	$730K
GSGoldman Sachs Group Inc	0.3%	0.2%	686	+5.5%	$694K
SCHBSchwab Strategic Tr	0.3%	0.2%	22,524	+15.0%	$652K
CBChubb Limited	0.2%	0.2%	1,750	+6.7%	$596K
AZOAutozone Inc	0.2%	0.3%	186	+6.9%	$594K
PHParker-Hannifin Corp	0.2%	0.2%	605	+7.3%	$592K
VVisa Inc	0.2%	0.2%	1,681	+7.2%	$577K
XLRESelect Sector Spdr Tr	0.2%	0.2%	12,980	+6.3%	$572K
TMOThermo Fisher Scientific Inc	0.2%	0.2%	1,123	+7.2%	$563K
SHWSherwin Williams Co	0.2%	0.2%	1,585	+8.6%	$546K
TJXTjx Cos Inc New	0.2%	0.2%	3,482	+6.5%	$528K
HDHome Depot Inc	0.2%	0.2%	1,285	+8.8%	$453K
UPSUnited Parcel Svcs Inc	0.2%	0.1%	3,673	+8.4%	$395K
NFLXNetflix Inc.	0.1%	0.2%	5,160	+4.4%	$368K
SPMDSpdr Series Trust	0.1%	0.1%	5,197	+2.0%	$351K

What Tandem Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

FLOT Ishares Tr5.5% of 13F

Added to

KLAC Kla Corp+918.3% shares
VGT Vanguard World Fd+571.4% shares
SCHB Schwab Strategic Tr+15.0% shares
HD Home Depot Inc+8.8% shares
SHW Sherwin Williams Co+8.6% shares
UPS United Parcel Svcs Inc+8.4% shares
BA Boeing Co+7.6% shares
LLY Eli Lilly & Co+7.5% shares

Reduced

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +12.8% /yr; S&P 500 +20.1%
3 years: +10.8% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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	$251.2M	48
Q1 2026	$224.3M	47
Q4 2025	$223.0M	47
Q3 2025	$210.3M	47
Q2 2025	$202.2M	49
Q1 2025	$191.2M	53
Q4 2024	$196.0M	52
Q3 2024	$197.4M	49
Q2 2024	$186.6M	50
Q1 2024	$182.0M	49
Q4 2023	$173.4M	66
Q3 2023	$163.7M	59

Questions about Tandem Wealth Advisors LLC's portfolio

What stocks does Tandem Wealth Advisors LLC own?

Tandem Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 48 positions worth $251.2M. The largest are State Str Spdr S&p Midcap 40 (MDY) at 11.5%, Ishares Tr (EFA) at 10.1%, Ishares Tr (EEM) at 9.5%, Ishares Tr (AGG) at 9.3% and Vanguard Scottsdale Fds (VCSH) at 8.8%.

What did Tandem Wealth Advisors LLC buy last quarter?

In Q2 2026, Tandem Wealth Advisors LLC added a new position in Ishares Tr (FLOT), Kla Corp (KLAC) (+918.3% shares), Vanguard World Fd (VGT) (+571.4% shares) and Schwab Strategic Tr (SCHB) (+15.0% shares), compared with its Q1 2026 filing.

What did Tandem Wealth Advisors LLC sell last quarter?

In Q2 2026, Tandem Wealth Advisors LLC Ishares Tr (AGG) (-31.6% shares), Vanguard Bd Index Fds (BND) (-26.5% shares) and Vanguard Index Fds (VTI) (-5.3% shares), compared with its Q1 2026 filing.

How has Tandem Wealth Advisors LLC's portfolio performed?

A portfolio copying Tandem Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.8% against +20.1%.

When is Tandem Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tandem Wealth Advisors 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 Wealth Advisors LLC manage?

Tandem Wealth Advisors LLC reported $261.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $251.2M.