Skip to content
Disclosery

Tandem Wealth Advisors LLC

Follow

13F filer, CIK 1842557, PHOENIX, AZ

Tandem Wealth Advisors LLC reported $251,247,866 across 48 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 79.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001842557-26-000003

Period
2026-06-30
Reported value
$251M
Holdings
48
Top 10 weight
79.18%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FLOTnew+269,317$13.7M
VGTadded+53,234$6.36M
KLACadded+7,080$2.14M
EFAadded+9,285$965K
VCSHadded+12,152$960K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AGGreduced-108,600-$10.7M
SPYreduced-1,079-$806K
BNDreduced-8,386-$616K
EEMreduced-8,581-$587K
VTIreduced-531-$196K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001842557-26-000003, largest first. % of portfolio is the value over $251,247,866, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,805 shares; 2024Q4: 28,466 shares; 2025Q1: 29,251 shares; 2025Q2: 31,828 shares; 2025Q3: 30,795 shares; 2025Q4: 41,299 shares; 2026Q1: 40,661 shares; 2026Q2: 41,156 shares 41,156$28.9M11.52%+495Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,921 shares; 2024Q4: 196,850 shares; 2025Q1: 189,907 shares; 2025Q2: 265,404 shares; 2025Q3: 184,610 shares; 2025Q4: 228,315 shares; 2026Q1: 235,056 shares; 2026Q2: 244,341 shares 244,341$25.4M10.1%+9,285Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,372 shares; 2024Q4: 147,393 shares; 2025Q1: 148,832 shares; 2025Q2: not reported; 2025Q3: 239,325 shares; 2025Q4: 228,616 shares; 2026Q1: 356,191 shares; 2026Q2: 347,610 shares 347,610$23.8M9.46%-8,581Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,935 shares; 2024Q4: 394,544 shares; 2025Q1: 395,718 shares; 2025Q2: 374,285 shares; 2025Q3: 402,341 shares; 2025Q4: 368,346 shares; 2026Q1: 343,924 shares; 2026Q2: 235,324 shares 235,324$23.3M9.27%-108,600Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,719 shares; 2024Q4: 171,847 shares; 2025Q1: 171,285 shares; 2025Q2: 161,161 shares; 2025Q3: 174,816 shares; 2025Q4: 183,383 shares; 2026Q1: 266,100 shares; 2026Q2: 278,252 shares 278,252$22M8.75%+12,152Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,311 shares; 2024Q4: 204,461 shares; 2025Q1: 199,548 shares; 2025Q2: 238,806 shares; 2025Q3: 235,901 shares; 2025Q4: 225,361 shares; 2026Q1: 226,014 shares; 2026Q2: 231,146 shares 231,146$17.5M6.97%+5,132Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,368 shares; 2024Q4: 23,627 shares; 2025Q1: 23,051 shares; 2025Q2: 27,238 shares; 2025Q3: 25,630 shares; 2025Q4: 69,910 shares; 2026Q1: 23,199 shares; 2026Q2: 22,120 shares 22,120$16.5M6.57%-1,079Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,198 shares; 2024Q4: 62,102 shares; 2025Q1: 60,893 shares; 2025Q2: 71,863 shares; 2025Q3: 70,554 shares; 2025Q4: 64,531 shares; 2026Q1: 69,830 shares; 2026Q2: 71,243 shares 71,243$15.2M6.03%+1,413Timeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 269,317 shares 269,317$13.7M5.47%newTimeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,340 shares; 2024Q4: 152,867 shares; 2025Q1: 154,087 shares; 2025Q2: 145,662 shares; 2025Q3: 156,362 shares; 2025Q4: 176,058 shares; 2026Q1: 126,557 shares; 2026Q2: 133,260 shares 133,260$12.6M5.01%+6,703Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,956 shares; 2024Q4: 10,459 shares; 2025Q1: 4,747 shares; 2025Q2: 13,562 shares; 2025Q3: 11,443 shares; 2025Q4: 13,179 shares; 2026Q1: 9,316 shares; 2026Q2: 62,550 shares 62,550$7.48M2.98%+53,234Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,356 shares; 2026Q2: 10,685 shares 10,685$3.85M1.53%+329Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,293 shares; 2025Q2: 26,050 shares; 2025Q3: 25,320 shares; 2025Q4: 27,363 shares; 2026Q1: 27,577 shares; 2026Q2: 28,535 shares 28,535$3.76M1.49%+958Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,836 shares; 2024Q4: 13,938 shares; 2025Q1: 14,547 shares; 2025Q2: 13,705 shares; 2025Q3: 12,796 shares; 2025Q4: 12,584 shares; 2026Q1: 10,026 shares; 2026Q2: 9,495 shares 9,495$3.51M1.4%-531Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713 shares; 2024Q4: 937 shares; 2025Q1: 1,027 shares; 2025Q2: 1,043 shares; 2025Q3: 785 shares; 2025Q4: 916 shares; 2026Q1: 771 shares; 2026Q2: 7,851 shares 7,851$2.37M0.94%+7,080Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,593 shares; 2024Q4: 5,846 shares; 2025Q1: 4,987 shares; 2025Q2: 5,883 shares; 2025Q3: 5,513 shares; 2025Q4: 6,699 shares; 2026Q1: 8,357 shares; 2026Q2: 8,589 shares 8,589$2.05M0.81%+232Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,225 shares; 2025Q2: 2,258 shares; 2025Q3: 3,347 shares; 2025Q4: 4,130 shares; 2026Q1: 5,711 shares; 2026Q2: 5,881 shares 5,881$2.01M0.8%+170Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,589 shares; 2024Q4: 4,761 shares; 2025Q1: 5,680 shares; 2025Q2: 6,196 shares; 2025Q3: 5,467 shares; 2025Q4: 5,673 shares; 2026Q1: 5,973 shares; 2026Q2: 6,249 shares 6,249$1.81M0.72%+276Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,642 shares; 2024Q4: 36,152 shares; 2025Q1: 37,010 shares; 2025Q2: 38,055 shares; 2025Q3: 40,829 shares; 2025Q4: 41,669 shares; 2026Q1: 31,627 shares; 2026Q2: 23,241 shares 23,241$1.71M0.68%-8,386Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,961 shares; 2024Q4: 5,266 shares; 2025Q1: 4,600 shares; 2025Q2: 5,595 shares; 2025Q3: 4,012 shares; 2025Q4: 4,610 shares; 2026Q1: 4,296 shares; 2026Q2: 4,461 shares 4,461$1.59M0.63%+165Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,115 shares; 2024Q4: 5,770 shares; 2025Q1: 5,575 shares; 2025Q2: 6,657 shares; 2025Q3: 4,972 shares; 2025Q4: 7,252 shares; 2026Q1: 7,520 shares; 2026Q2: 7,773 shares 7,773$1.56M0.62%+253Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 653 shares; 2024Q4: 700 shares; 2025Q1: 984 shares; 2025Q2: 952 shares; 2025Q3: 1,067 shares; 2025Q4: 1,187 shares; 2026Q1: 1,043 shares; 2026Q2: 1,121 shares 1,121$1.34M0.54%+78Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,951 shares; 2024Q4: 3,212 shares; 2025Q1: 2,688 shares; 2025Q2: 2,958 shares; 2025Q3: 2,628 shares; 2025Q4: 3,104 shares; 2026Q1: 3,354 shares; 2026Q2: 3,563 shares 3,563$1.33M0.53%+209Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 884 shares; 2024Q4: 912 shares; 2025Q1: 763 shares; 2025Q2: 943 shares; 2025Q3: 1,087 shares; 2025Q4: 1,310 shares; 2026Q1: 1,330 shares; 2026Q2: 1,410 shares 1,410$1.32M0.52%+80Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,473 shares; 2024Q4: 3,615 shares; 2025Q1: 2,203 shares; 2025Q2: 3,620 shares; 2025Q3: 2,232 shares; 2025Q4: 2,660 shares; 2026Q1: 3,021 shares; 2026Q2: 3,115 shares 3,115$1.18M0.47%+94Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,143 shares; 2024Q4: 1,209 shares; 2025Q1: 1,303 shares; 2025Q2: 2,216 shares; 2025Q3: 1,908 shares; 2025Q4: 2,378 shares; 2026Q1: 2,429 shares; 2026Q2: 2,565 shares 2,565$1.09M0.44%+136Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,518 shares; 2025Q1: 1,501 shares; 2025Q2: 1,552 shares; 2025Q3: 1,327 shares; 2025Q4: 1,664 shares; 2026Q1: 1,749 shares; 2026Q2: 1,869 shares 1,869$1.05M0.42%+120Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: 2,259 shares; 2026Q1: 4,257 shares; 2026Q2: 4,582 shares 4,582$992K0.39%+325Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,980 shares; 2024Q4: 2,039 shares; 2025Q1: 2,123 shares; 2025Q2: 2,249 shares; 2025Q3: 1,939 shares; 2025Q4: 2,338 shares; 2026Q1: 2,655 shares; 2026Q2: 2,826 shares 2,826$925K0.37%+171Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,315 shares; 2024Q4: 5,937 shares; 2025Q1: 6,670 shares; 2025Q2: 7,052 shares; 2025Q3: 7,541 shares; 2025Q4: 18,199 shares; 2026Q1: 15,949 shares; 2026Q2: 16,869 shares 16,869$896K0.36%+920Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,846 shares; 2025Q1: 5,458 shares; 2025Q2: 5,420 shares; 2025Q3: 6,696 shares; 2025Q4: 16,114 shares; 2026Q1: 16,446 shares; 2026Q2: 17,567 shares 17,567$796K0.32%+1,121Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,736 shares; 2024Q4: 8,804 shares; 2025Q1: 9,817 shares; 2025Q2: 11,459 shares; 2025Q3: 9,510 shares; 2025Q4: 11,371 shares; 2026Q1: 12,639 shares; 2026Q2: 13,361 shares 13,361$761K0.3%+722Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995 shares; 2024Q4: 1,011 shares; 2025Q1: 869 shares; 2025Q2: 1,105 shares; 2025Q3: 822 shares; 2025Q4: 937 shares; 2026Q1: 673 shares; 2026Q2: 694 shares 694$739K0.29%+21Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 891 shares; 2024Q4: 940 shares; 2025Q1: 1,007 shares; 2025Q2: 953 shares; 2025Q3: 1,009 shares; 2025Q4: 1,246 shares; 2026Q1: 1,336 shares; 2026Q2: 1,407 shares 1,407$730K0.29%+71Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 411 shares; 2025Q3: 551 shares; 2025Q4: 655 shares; 2026Q1: 650 shares; 2026Q2: 686 shares 686$694K0.28%+36Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,021 shares; 2026Q1: 19,588 shares; 2026Q2: 22,524 shares 22,524$652K0.26%+2,936Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,342 shares; 2024Q4: 1,382 shares; 2025Q1: 1,436 shares; 2025Q2: 1,281 shares; 2025Q3: 1,506 shares; 2025Q4: 1,773 shares; 2026Q1: 1,640 shares; 2026Q2: 1,750 shares 1,750$596K0.24%+110Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 73 shares; 2025Q3: 121 shares; 2025Q4: 149 shares; 2026Q1: 174 shares; 2026Q2: 186 shares 186$594K0.24%+12Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503 shares; 2024Q4: 529 shares; 2025Q1: 562 shares; 2025Q2: 607 shares; 2025Q3: 543 shares; 2025Q4: 638 shares; 2026Q1: 564 shares; 2026Q2: 605 shares 605$592K0.24%+41Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,041 shares; 2024Q4: 1,091 shares; 2025Q1: 1,106 shares; 2025Q2: 1,037 shares; 2025Q3: 1,140 shares; 2025Q4: 1,366 shares; 2026Q1: 1,568 shares; 2026Q2: 1,681 shares 1,681$577K0.23%+113Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,636 shares; 2024Q4: 7,104 shares; 2025Q1: 8,905 shares; 2025Q2: 8,952 shares; 2025Q3: 9,552 shares; 2025Q4: 11,632 shares; 2026Q1: 12,215 shares; 2026Q2: 12,980 shares 12,980$572K0.23%+765Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 791 shares; 2024Q4: 632 shares; 2025Q1: 637 shares; 2025Q2: 782 shares; 2025Q3: 826 shares; 2025Q4: 956 shares; 2026Q1: 1,048 shares; 2026Q2: 1,123 shares 1,123$563K0.22%+75Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841 shares; 2024Q4: 888 shares; 2025Q1: 1,030 shares; 2025Q2: 1,047 shares; 2025Q3: 1,158 shares; 2025Q4: 1,420 shares; 2026Q1: 1,460 shares; 2026Q2: 1,585 shares 1,585$546K0.22%+125Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,773 shares; 2024Q4: 2,877 shares; 2025Q1: 2,919 shares; 2025Q2: 2,699 shares; 2025Q3: 2,785 shares; 2025Q4: 3,266 shares; 2026Q1: 3,269 shares; 2026Q2: 3,482 shares 3,482$528K0.21%+213Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 715 shares; 2024Q4: 744 shares; 2025Q1: 778 shares; 2025Q2: 861 shares; 2025Q3: 840 shares; 2025Q4: 1,047 shares; 2026Q1: 1,181 shares; 2026Q2: 1,285 shares 1,285$453K0.18%+104Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,388 shares; 2026Q2: 3,673 shares 3,673$395K0.16%+285Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 250 shares; 2025Q2: 188 shares; 2025Q3: 232 shares; 2025Q4: 2,920 shares; 2026Q1: 4,942 shares; 2026Q2: 5,160 shares 5,160$368K0.15%+218Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,217 shares; 2026Q1: 5,095 shares; 2026Q2: 5,197 shares 5,197$351K0.14%+102Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001842557-26-000003 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001842557-26-000003 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001842557-26-000002 Quarter ended 2026-03-312026-05-06acceptance time not in the bulk data set
13F-HR 0001842557-26-000001 Quarter ended 2025-12-312026-02-12acceptance time not in the bulk data set
13F-HR 0001842557-25-000002 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001986042-25-000014 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001986042-25-000007 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001986042-25-000005 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set
13F-HR 0001986042-24-000019 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0001986042-24-000011 Quarter ended 2024-06-302024-08-08acceptance time not in the bulk data set
13F-HR 0001986042-24-000007 Quarter ended 2024-03-312024-05-09acceptance time not in the bulk data set
13F-HR 0001842557-24-000001 Quarter ended 2023-12-312024-01-17acceptance time not in the bulk data set
13F-HR 0001842557-23-000004 Quarter ended 2023-09-302023-10-27acceptance time not in the bulk data set
13F-HR 0001842557-23-000003 Quarter ended 2023-06-302023-08-16acceptance time not in the bulk data set
13F-HR 0001842557-23-000002 Quarter ended 2023-03-312023-07-07acceptance time not in the bulk data set
13F-HR 0001842557-23-000001 Quarter ended 2022-12-312023-02-23acceptance time not in the bulk data set