Tandem Wealth Advisors LLC 13F Holdings · Q2 2026
Tandem Wealth Advisors LLC reported 48 securities worth $251.25M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MDY (11.52%), EFA (10.10%), EEM (9.46%). Among its top 25 positions this quarter: 1 new, 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MDY | SPDR S&P Mid Cap 400 ETF | $28.9M | 11.52% | 41,156 | Added |
| 2 | EFA | iShares MSCI EAFE ETF | $25.4M | 10.10% | 244,341 | Added |
| 3 | EEM | iShares MSCI Emerging Markets ETF | $23.8M | 9.46% | 347,610 | Trimmed |
| 4 | AGG | iShares Core U.S. Aggregate Bond ETF | $23.3M | 9.27% | 235,324 | Trimmed |
| 5 | VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF | $22.0M | 8.75% | 278,252 | Added |
| 6 | DGRO | iShares Core Dividend Growth ETF | $17.5M | 6.97% | 231,146 | Added |
| 7 | SPY | SPDR S&P 500 ETF | $16.5M | 6.57% | 22,120 | Trimmed |
| 8 | RSP | Invesco S&P 500 Equal Weight ETF | $15.2M | 6.03% | 71,243 | Added |
| 9 | FLOT | iShares Floating Rate Bond ETF | $13.7M | 5.47% | 269,317 | New |
| 10 | MBB | iShares MBS ETF | $12.6M | 5.01% | 133,260 | Added |
| 11 | VGT | Vanguard Information Technology Index Fund ETF | $7.5M | 2.98% | 62,550 | Added |
| 12 | VIS | Vanguard Industrials ETF | $3.9M | 1.53% | 10,685 | Added |
| 13 | VFH | Vanguard Financials Index Fund ETF | $3.8M | 1.49% | 28,535 | Added |
| 14 | VTI | Vanguard Total Stock Market ETF | $3.5M | 1.40% | 9,495 | Trimmed |
| 15 | KLAC | KLA | $2.4M | 0.94% | 7,851 | Added |
| 16 | AMZN | Amazon | $2.0M | 0.81% | 8,589 | Added |
| 17 | PANW | Palo Alto Networks | $2.0M | 0.80% | 5,881 | Added |
| 18 | AAPL | Apple | $1.8M | 0.72% | 6,249 | Added |
| 19 | BND | Vanguard Total Bond Market ETF | $1.7M | 0.68% | 23,241 | Trimmed |
| 20 | GOOGL | Alphabet Class A | $1.6M | 0.63% | 4,461 | Added |
| 21 | NVDA | NVIDIA | $1.6M | 0.62% | 7,773 | Added |
| 22 | LLY | Eli Lilly & Co | $1.3M | 0.54% | 1,121 | Added |
| 23 | MSFT | Microsoft | $1.3M | 0.53% | 3,563 | Added |
| 24 | COST | Costco | $1.3M | 0.52% | 1,410 | Added |
| 25 | AVGO | Broadcom | $1.2M | 0.47% | 3,115 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR