Tandem Wealth Advisors LLC
CIK: 0001842557SEC EDGAR →
Portfolio Value
$223.0B
Holdings
47
As of
Q4 2025
New Positions
2
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | iShares Core U.S. Aggregate Bond ETF | 368,346 | $42.7B | 19.16% |
| 2 | SPDR S&P Mid Cap 400 ETF | 41,299 | $25.5B | 11.42% |
| 3 | iShares MSCI EAFE ETF | 228,315 | $18.4B | 8.23% |
| 4 | SPDR S&P 500 ETF | 69,910 | $17.4B | 7.81% |
| 5 | iShares Core Dividend Growth ETF | 225,361 | $16.4B | 7.34% |
| 6 | iShares MBS ETF | 176,058 | $15.7B | 7.03% |
| 7 | Vanguard Short-Term Corporate Bond Index Fund ETF | 183,383 | $14.6B | 6.55% |
| 8 | Invesco S&P 500 Equal Weight ETF | 64,531 | $13.6B | 6.10% |
| 9 | iShares MSCI Emerging Markets ETF | 228,616 | $13.6B | 6.08% |
| 10 | Vanguard Information Technology Index Fund ETF | 13,179 | $8.6B | 3.84% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 25 | $203.8B | 91.4% |
| Technology | 6 | $7.2B | 3.2% |
| Consumer Cyclical | 4 | $2.9B | 1.3% |
| Communication Services | 3 | $2.8B | 1.3% |
| Industrials | 4 | $2.3B | 1.1% |
| Healthcare | 2 | $1.8B | 0.8% |
| Consumer Defensive | 1 | $1.1B | 0.5% |
| Basic Materials | 2 | $991.0M | 0.4% |