13F-HR filed by Tandem Wealth Advisors LLC
Tandem Wealth Advisors LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-06, with 47 holding rows worth $224,295,085.
- Accession
- 0001842557-26-000002
- Filer
- CIK 1842557
- Filed
- 2026-05-06
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 47 entries on the cover page, a total value of $224,295,085 stated on the cover page (in dollars after the unit check, H1), rows summing to $224,295,085 with VALUE read as dollars as filed, 13F file number 028-23142. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 343,924 | $34,141,332 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 40,661 | $25,078,024 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 235,056 | $22,830,980 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 266,100 | $21,093,739 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 356,191 | $20,228,074 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 226,014 | $15,861,642 | dollars as filed | |
| SPY | 78462F103 | SHS | 23,199 | $15,087,364 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 69,830 | $13,401,764 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 126,557 | $12,016,541 | dollars as filed | |
| VGT | 92204A702 | SHS | 9,316 | $6,499,942 | dollars as filed | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 27,577 | $3,331,630 | dollars as filed | |
| VANGUARD WORLD FD | 92204A603 | INDUSTRIAL ETF | 10,356 | $3,233,471 | dollars as filed | |
| VTI | 922908769 | COM | 10,026 | $3,216,441 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 31,627 | $2,329,012 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 8,357 | $1,740,512 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,973 | $1,515,888 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,330 | $1,325,252 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 7,520 | $1,311,488 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,354 | $1,241,550 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,296 | $1,235,358 | dollars as filed | |
| KLA CORP | 482480100 | COM | 771 | $1,135,228 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,749 | $1,000,655 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 15,949 | $977,036 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,043 | $959,320 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,021 | $935,030 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 5,711 | $915,588 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 2,429 | $868,780 | dollars as filed | |
| Boeing Company | 097023105 | COM | 4,257 | $847,271 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,655 | $780,995 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 16,446 | $754,707 | dollars as filed | |
| Linde plc | G54950103 | COM | 1,336 | $662,335 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 12,639 | $616,151 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 174 | $587,734 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 650 | $549,894 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 1,640 | $534,525 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 3,269 | $522,059 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,048 | $515,123 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 564 | $504,915 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 12,215 | $498,738 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 19,588 | $491,659 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 673 | $476,794 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 4,942 | $475,173 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,568 | $473,912 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,460 | $468,003 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,181 | $388,419 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 3,388 | $333,311 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 5,095 | $301,726 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001842557-26-000002 | this filing | 2026-05-06 | acceptance time not in the bulk data set |