13F-HR filed by Tandem Wealth Advisors LLC
Tandem Wealth Advisors LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-14, with 53 holding rows worth $191,201,025.
- Accession
- 0001986042-25-000007
- Filer
- CIK 1842557
- Filed
- 2025-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 53 entries on the cover page, a total value of $191,201,025 stated on the cover page (in dollars after the unit check, H1), rows summing to $191,201,025 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 | 395,718 | $39,132,909 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 29,251 | $15,599,359 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 189,907 | $15,538,430 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 154,087 | $14,447,463 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 171,285 | $13,521,222 | dollars as filed | |
| SPY | 78462F103 | SHS | 23,051 | $12,879,025 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 199,548 | $12,305,524 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 60,893 | $10,532,729 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 17,323 | $8,123,217 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 71,219 | $7,440,306 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 148,832 | $6,505,290 | dollars as filed | |
| EA SERIES TRUST | 02072L839 | ARGENT MID CAP | 140,332 | $4,415,308 | dollars as filed | |
| VTI | 922908769 | COM | 14,547 | $3,998,097 | dollars as filed | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 25,293 | $3,015,094 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 37,010 | $2,718,385 | dollars as filed | |
| VGT | 92204A702 | SHS | 4,747 | $2,575,631 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,680 | $1,261,698 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,688 | $1,009,048 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,987 | $948,827 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,501 | $865,116 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 984 | $812,695 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 763 | $721,630 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,600 | $711,344 | dollars as filed | |
| KLA CORP | 482480100 | COM | 1,027 | $698,155 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 3,920 | $676,200 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 6,670 | $623,312 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 5,575 | $604,219 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,034 | $541,558 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 3,018 | $530,530 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,123 | $520,772 | dollars as filed | |
| Linde plc | G54950103 | COM | 1,007 | $468,899 | dollars as filed | |
| Vanguard S&P Mid-Cap 400 ETF | 921932885 | SHS | 4,580 | $452,046 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 1,436 | $433,658 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 5,458 | $430,363 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 9,817 | $409,663 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 4,934 | $398,223 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,106 | $387,609 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,222 | $378,673 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 8,905 | $372,674 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,203 | $368,848 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,030 | $359,666 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 2,919 | $355,534 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 1,303 | $354,194 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 562 | $341,612 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 87 | $331,712 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 637 | $316,971 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 869 | $286,596 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 778 | $285,129 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,316 | $278,663 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 1,798 | $251,324 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 250 | $233,133 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 2,324 | $223,708 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,225 | $209,034 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001986042-25-000007 | this filing | 2025-05-14 | acceptance time not in the bulk data set |