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Tandem Wealth Advisors LLC

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13F filer, CIK 1842557, PHOENIX, AZ

Tandem Wealth Advisors LLC reported $202,226,741 across 49 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 81.89% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001986042-25-000014

Period
2025-06-30
Reported value
$202M
Holdings
49
Top 10 weight
81.89%
New
2
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EFAadded+75,497$6.75M
VGTadded+8,815$5.85M
VPUnew+28,466$5.02M
SPYadded+4,187$2.59M
DGROadded+39,258$2.51M

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
QQQexited-17,323-$8.12M
IJRexited-71,219-$7.44M
EEMexited-148,832-$6.51M
AGGreduced-21,433-$2.13M
VCSHreduced-10,124-$805K

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 2025

Share positions as resolved from 13F-HR 0001986042-25-000014, largest first. % of portfolio is the value over $202,226,741, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,935 shares; 2024Q4: 394,544 shares; 2025Q1: 395,718 shares; 2025Q2: 374,285 shares 374,285$37.1M18.36%-21,433Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,921 shares; 2024Q4: 196,850 shares; 2025Q1: 189,907 shares; 2025Q2: 265,404 shares 265,404$23.7M11.73%+75,497Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,805 shares; 2024Q4: 28,466 shares; 2025Q1: 29,251 shares; 2025Q2: 31,828 shares 31,828$18M8.92%+2,577Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,368 shares; 2024Q4: 23,627 shares; 2025Q1: 23,051 shares; 2025Q2: 27,238 shares 27,238$16.8M8.32%+4,187Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,311 shares; 2024Q4: 204,461 shares; 2025Q1: 199,548 shares; 2025Q2: 238,806 shares 238,806$15.3M7.55%+39,258Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,340 shares; 2024Q4: 152,867 shares; 2025Q1: 154,087 shares; 2025Q2: 145,662 shares 145,662$13.7M6.76%-8,425Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,198 shares; 2024Q4: 62,102 shares; 2025Q1: 60,893 shares; 2025Q2: 71,863 shares 71,863$13.1M6.46%+10,970Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,719 shares; 2024Q4: 171,847 shares; 2025Q1: 171,285 shares; 2025Q2: 161,161 shares 161,161$12.8M6.34%-10,124Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 10,459 shares; 2025Q1: 4,747 shares; 2025Q2: 13,562 shares 13,562$9M4.45%+8,815Timeline
AMIDEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,266 shares; 2025Q1: 140,332 shares; 2025Q2: 182,862 shares 182,862$6.08M3.01%+42,530Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,466 shares 28,466$5.02M2.48%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,836 shares; 2024Q4: 13,938 shares; 2025Q1: 14,547 shares; 2025Q2: 13,705 shares 13,705$4.17M2.06%-842Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,293 shares; 2025Q2: 26,050 shares 26,050$3.32M1.64%+757Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,642 shares; 2024Q4: 36,152 shares; 2025Q1: 37,010 shares; 2025Q2: 38,055 shares 38,055$2.8M1.39%+1,045Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 3,212 shares; 2025Q1: 2,688 shares; 2025Q2: 2,958 shares 2,958$1.47M0.73%+270Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,593 shares; 2024Q4: 5,846 shares; 2025Q1: 4,987 shares; 2025Q2: 5,883 shares 5,883$1.29M0.64%+896Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,761 shares; 2025Q1: 5,680 shares; 2025Q2: 6,196 shares 6,196$1.27M0.63%+516Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,518 shares; 2025Q1: 1,501 shares; 2025Q2: 1,552 shares 1,552$1.15M0.57%+51Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 5,770 shares; 2025Q1: 5,575 shares; 2025Q2: 6,657 shares 6,657$1.05M0.52%+1,082Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,615 shares; 2025Q1: 2,203 shares; 2025Q2: 3,620 shares 3,620$998K0.49%+1,417Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 5,266 shares; 2025Q1: 4,600 shares; 2025Q2: 5,595 shares 5,595$986K0.49%+995Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 937 shares; 2025Q1: 1,027 shares; 2025Q2: 1,043 shares 1,043$934K0.46%+16Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 912 shares; 2025Q1: 763 shares; 2025Q2: 943 shares 943$934K0.46%+180Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,209 shares; 2025Q1: 1,303 shares; 2025Q2: 2,216 shares 2,216$791K0.39%+913Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 700 shares; 2025Q1: 984 shares; 2025Q2: 952 shares 952$742K0.37%-32Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 3,317 shares; 2025Q1: 3,920 shares; 2025Q2: 3,693 shares 3,693$678K0.34%-227Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 2,039 shares; 2025Q1: 2,123 shares; 2025Q2: 2,249 shares 2,249$652K0.32%+126Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,315 shares; 2024Q4: 5,937 shares; 2025Q1: 6,670 shares; 2025Q2: 7,052 shares 7,052$598K0.3%+382Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 3,018 shares; 2025Q1: 3,018 shares; 2025Q2: 3,018 shares 3,018$563K0.28%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,736 shares; 2024Q4: 8,804 shares; 2025Q1: 9,817 shares; 2025Q2: 11,459 shares 11,459$542K0.27%+1,642Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,225 shares; 2025Q2: 2,258 shares 2,258$462K0.23%+1,033Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 940 shares; 2025Q1: 1,007 shares; 2025Q2: 953 shares 953$447K0.22%-54Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,846 shares; 2025Q1: 5,458 shares; 2025Q2: 5,420 shares 5,420$443K0.22%-38Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,011 shares; 2025Q1: 869 shares; 2025Q2: 1,105 shares 1,105$429K0.21%+236Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 529 shares; 2025Q1: 562 shares; 2025Q2: 607 shares 607$424K0.21%+45Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,382 shares; 2025Q1: 1,436 shares; 2025Q2: 1,281 shares 1,281$371K0.18%-155Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,636 shares; 2024Q4: 7,104 shares; 2025Q1: 8,905 shares; 2025Q2: 8,952 shares 8,952$371K0.18%+47Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,091 shares; 2025Q1: 1,106 shares; 2025Q2: 1,037 shares 1,037$368K0.18%-69Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 888 shares; 2025Q1: 1,030 shares; 2025Q2: 1,047 shares 1,047$359K0.18%+17Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,407 shares; 2025Q1: 1,798 shares; 2025Q2: 2,348 shares 2,348$351K0.17%+550Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676 shares; 2024Q4: 1,909 shares; 2025Q1: 2,222 shares; 2025Q2: 2,173 shares 2,173$346K0.17%-49Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,877 shares; 2025Q1: 2,919 shares; 2025Q2: 2,699 shares 2,699$333K0.16%-220Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 632 shares; 2025Q1: 637 shares; 2025Q2: 782 shares 782$317K0.16%+145Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 744 shares; 2025Q1: 778 shares; 2025Q2: 861 shares 861$316K0.16%+83Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 411 shares 411$291K0.14%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 834 shares; 2024Q4: 880 shares; 2025Q1: 1,034 shares; 2025Q2: 912 shares 912$285K0.14%-122Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 73 shares 73$271K0.13%-14Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 250 shares; 2025Q2: 188 shares 188$252K0.12%-62Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,548 shares; 2025Q1: 2,324 shares; 2025Q2: 2,144 shares 2,144$227K0.11%-180Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
QQQINVESCO QQQ TR17,323$8.12Mshares
IJRISHARES TR71,219$7.44Mshares
EEMISHARES TR148,832$6.51Mshares
IVOOVANGUARD ADMIRAL FDS INC4,580$452Kshares
GEHCGE HEALTHCARE TECHNOLOGIES I4,934$398Kshares
HONHONEYWELL INTL INC1,316$279Kshares

How Q2 2025 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 0001986042-25-000014 base2025-08-14acceptance time not in the bulk data set