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Portfolio (Quarterly) Guide ↗

Tandem Wealth Advisors LLC

· CIK 0001842557
13F Portfolio $224M AUM 47 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 27 Added 16 Reduced 2 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EFA iShares MSCI EAFE ETF 235,056.0 $22.8M 10.18% +7K +3.0% $97.13 +7.9%
2 VCSH Vanguard Short-Term Corporate Bond Index Fund ETF 266,100.0 $21.1M 9.40% +83K +45.1% $79.27 -0.3%
3 EEM iShares MSCI Emerging Markets ETF 356,191.0 $20.2M 9.02% +128K +55.8% $56.79 +20.4%
4 RSP Invesco S&P 500 Equal Weight ETF 69,830.0 $13.4M 5.97% +5K +8.2% $191.92 +8.1%
5 VFH Vanguard Financials Index Fund ETF 27,577.0 $3.3M 1.49% +214.0 +0.8% $120.81 +4.5%
6 AMZN Amazon Consumer Cyclical 8,357.0 $1.7M 0.78% +2K +24.8% $208.27 +30.5%
7 AAPL Apple Technology 5,973.0 $1.5M 0.68% +300.0 +5.3% $253.79 +22.5%
8 COST Costco Consumer Defensive 1,330.0 $1.3M 0.59% +20.0 +1.5% $996.43 +0.7%
9 NVDA NVIDIA Technology 7,520.0 $1.3M 0.58% +268.0 +3.7% $174.40 +21.9%
10 MSFT Microsoft Technology 3,354.0 $1.2M 0.55% +250.0 +8.1% $370.17 +11.5%
11 META Meta Class A Communication Services 1,749.0 $1.0M 0.45% +85.0 +5.1% $572.13 +11.0%
12 AVGO Broadcom Technology 3,021.0 $935K 0.42% +361.0 +13.6% $309.51 +36.3%
13 PANW Palo Alto Networks Technology 5,711.0 $916K 0.41% +2K +38.3% $160.32 +55.0%
14 ETN Eaton Corp Industrials 2,429.0 $869K 0.39% +51.0 +2.1% $357.67 +13.6%
15 BA Boeing Industrials 4,257.0 $847K 0.38% +2K +88.5% $199.03 +12.7%
16 JPM JPMorgan Chase & Co Financial Services 2,655.0 $781K 0.35% +317.0 +13.6% $294.16 +1.7%
17 XLU Utilities Select Sector SPDR Fund 16,446.0 $755K 0.34% +332.0 +2.1% $45.89 -1.6%
18 LIN Linde Basic Materials 1,336.0 $662K 0.29% +90.0 +7.2% $495.76 +2.4%
19 BAC Bank of America Financial Services 12,639.0 $616K 0.28% +1K +11.2% $48.75 +4.8%
20 AZO AutoZone Consumer Cyclical 174.0 $588K 0.26% +25.0 +16.8% $3377.78 -10.4%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 68.4%
Technology 11.2%
Consumer Cyclical 5.1%
Industrials 4.8%
Communication Services 4.3%
Healthcare 2.3%
Consumer Defensive 2.1%
Basic Materials 1.8%