Tandem Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Tandem Wealth Advisors LLC held in its portfolio 47 assets valued at $223,038,008 (i.e. $223.04M).

The most valuable assets in the portfolio included: iShares Core U.S. Aggregate Bond ETF ($42.73M), SPDR S&P Mid Cap 400 ETF ($25.47M), and iShares MSCI EAFE ETF ($18.36M).

The chart below shows the top 10 valuable assets, and the table below shows the top 47 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Tandem Wealth Advisors LLC Portfolio

iShares Core U.S. Aggregate Bond ETF

SPDR S&P Mid Cap 400 ETF

iShares MSCI EAFE ETF

SPDR S&P 500 ETF

iShares Core Dividend Growth ETF

iShares MBS ETF

Vanguard Short-Term Corporate Bond Index Fund ETF

Invesco S&P 500 Equal Weight ETF

iShares MSCI Emerging Markets ETF

Vanguard Information Technology Index Fund ETF

Tandem Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
iShares Core U.S. Aggregate Bond ETF	368346	42727228	ETF
SPDR S&P Mid Cap 400 ETF	41299	25472611	ETF
iShares MSCI EAFE ETF	228315	18364562	ETF
SPDR S&P 500 ETF	69910	17410573	ETF
iShares Core Dividend Growth ETF	225361	16365773	ETF
iShares MBS ETF	176058	15670959	ETF
Vanguard Short-Term Corporate Bond Index Fund ETF	183383	14617562	ETF
Invesco S&P 500 Equal Weight ETF	64531	13615427	ETF
iShares MSCI Emerging Markets ETF	228616	13560004	ETF
Vanguard Information Technology Index Fund ETF	13179	8563004	ETF
Vanguard Total Stock Market ETF	12584	4219038	ETF
Vanguard Financials Index Fund ETF	27363	3421254	ETF
Vanguard Total Bond Market ETF	41669	3086423	ETF
Amazon	6699	1546263	Stock
Apple	5673	1542262	Stock
Microsoft	3104	1501156	Stock
Alphabet Class A	4610	1442930	Stock
NVIDIA	7252	1352498	Stock
Eli Lilly & Co	1187	1275645	Stock
Costco	1310	1129665	Stock
KLA	916	1113013	Stock
Meta Class A	1664	1098390	Stock
Broadcom	2660	920626	Stock
Energy Select Sector SPDR	18199	813677	ETF
Intercontinental Exchange	4792	776112	Stock
Palo Alto Networks	4130	760746	Stock
Eaton Corp	2378	757417	Stock
JPMorgan Chase & Co	2338	753350	Stock
Utilities Select Sector SPDR Fund	16114	687907	ETF
Bank of America	11371	625405	Stock
Goldman Sachs	655	575745	Stock
Parker-Hannifin	638	560776	Stock
Thermo Fisher Scientific	956	553954	Stock
Chubb	1773	553389	Stock
Caterpillar	937	536779	Stock
Linde	1246	531282	Stock
AutoZone	149	505334	Stock
TJX Companies	3266	501690	Stock
Boeing	2259	490474	Stock
Visa	1366	479070	Stock
Real Estate Select Sector SPDR Fund	11632	469351	ETF
Sherwin Williams	1420	460123	Stock
Blackstone	2411	371632	Stock
Home Depot	1047	360273	Stock
State Street S&P 400 Mid Cap ETF	6217	360026	ETF
Netflix	2920	273779	Stock
Schwab U.S. Broad Market ETF	10021	262851	ETF