Tandem Wealth Advisors LLC

Name: Tandem Wealth Advisors LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001842557 · PHOENIX, AZ · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗

Tandem Wealth Advisors LLC reported 48 positions worth $251.2M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: MDY (11.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$251.2M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

79.2%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 48 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	MDY	SPDR S&P Mid Cap 400 ETF	SH	$28.9M	11.52%	41,156	—	—
▸ 2	EFA	iShares MSCI EAFE ETF	SH	$25.4M	10.10%	244,341	—	—
▸ 3	EEM	iShares MSCI Emerging Markets ETF	SH	$23.8M	9.46%	347,610	—	—
▸ 4	AGG	iShares Core U.S. Aggregate Bond ETF	SH	$23.3M	9.27%	235,324	—	—
▸ 5	VCSH	Vanguard Short-Term Corporate Bond Index Fund ETF	SH	$22.0M	8.75%	278,252	—	—
▸ 6	DGRO	iShares Core Dividend Growth ETF	SH	$17.5M	6.97%	231,146	—	—
▸ 7	SPY	SPDR S&P 500 ETF	SH	$16.5M	6.57%	22,120	—	—
▸ 8	RSP	Invesco S&P 500 Equal Weight ETF	SH	$15.2M	6.03%	71,243	—	—
▸ 9	FLOT	iShares Floating Rate Bond ETF	SH	$13.7M	5.47%	269,317	—	—
▸ 10	MBB	iShares MBS ETF	SH	$12.6M	5.01%	133,260	—	—

The free plan shows the top 10 positions. The remaining 38 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Tandem Wealth Advisors LLC hold as of Q2 2026?

Tandem Wealth Advisors LLC reported 48 positions worth $251.2M in its Q2 2026 13F filing. Largest positions: MDY (11.5%), EFA (10.1%), EEM (9.5%), AGG (9.3%) and VCSH (8.8%).

What did Tandem Wealth Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Tandem Wealth Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.