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Tandem Wealth Advisors LLC

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13F filer, CIK 1842557, PHOENIX, AZ

Tandem Wealth Advisors LLC reported $210,328,054 across 47 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 82.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001842557-25-000002

Period
2025-09-30
Reported value
$210M
Holdings
47
Top 10 weight
82.07%
New
2
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EEMnew+239,325$12.8M
AGGadded+28,056$2.81M
VCSHadded+13,655$1.09M
MBBadded+10,700$1.02M
BAnew+1,864$402K

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
EFAreduced-80,794-$7.54M
VPUexited-28,466-$5.02M
VGTreduced-2,119-$1.58M
SPYreduced-1,608-$1.07M
MDYreduced-1,033-$616K

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, Q3 2025

Share positions as resolved from 13F-HR 0001842557-25-000002, largest first. % of portfolio is the value over $210,328,054, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,935 shares; 2024Q4: 394,544 shares; 2025Q1: 395,718 shares; 2025Q2: 374,285 shares; 2025Q3: 402,341 shares 402,341$40.3M19.18%+28,056Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,805 shares; 2024Q4: 28,466 shares; 2025Q1: 29,251 shares; 2025Q2: 31,828 shares; 2025Q3: 30,795 shares 30,795$18.4M8.73%-1,033Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,921 shares; 2024Q4: 196,850 shares; 2025Q1: 189,907 shares; 2025Q2: 265,404 shares; 2025Q3: 184,610 shares 184,610$17.2M8.2%-80,794Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,368 shares; 2024Q4: 23,627 shares; 2025Q1: 23,051 shares; 2025Q2: 27,238 shares; 2025Q3: 25,630 shares 25,630$17.1M8.12%-1,608Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,311 shares; 2024Q4: 204,461 shares; 2025Q1: 199,548 shares; 2025Q2: 238,806 shares; 2025Q3: 235,901 shares 235,901$16.1M7.64%-2,905Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,340 shares; 2024Q4: 152,867 shares; 2025Q1: 154,087 shares; 2025Q2: 145,662 shares; 2025Q3: 156,362 shares 156,362$14.9M7.07%+10,700Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,719 shares; 2024Q4: 171,847 shares; 2025Q1: 171,285 shares; 2025Q2: 161,161 shares; 2025Q3: 174,816 shares 174,816$14M6.64%+13,655Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,198 shares; 2024Q4: 62,102 shares; 2025Q1: 60,893 shares; 2025Q2: 71,863 shares; 2025Q3: 70,554 shares 70,554$13.4M6.36%-1,309Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,372 shares; 2024Q4: 147,393 shares; 2025Q1: 148,832 shares; 2025Q2: not reported; 2025Q3: 239,325 shares 239,325$12.8M6.08%newTimeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 10,459 shares; 2025Q1: 4,747 shares; 2025Q2: 13,562 shares; 2025Q3: 11,443 shares 11,443$8.54M4.06%-2,119Timeline
AMIDEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 140,266 shares; 2025Q1: 140,332 shares; 2025Q2: 182,862 shares; 2025Q3: 172,808 shares 172,808$5.88M2.79%-10,054Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,836 shares; 2024Q4: 13,938 shares; 2025Q1: 14,547 shares; 2025Q2: 13,705 shares; 2025Q3: 12,796 shares 12,796$4.2M2%-909Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,293 shares; 2025Q2: 26,050 shares; 2025Q3: 25,320 shares 25,320$3.32M1.58%-730Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,642 shares; 2024Q4: 36,152 shares; 2025Q1: 37,010 shares; 2025Q2: 38,055 shares; 2025Q3: 40,829 shares 40,829$3.04M1.44%+2,774Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,761 shares; 2025Q1: 5,680 shares; 2025Q2: 6,196 shares; 2025Q3: 5,467 shares 5,467$1.39M0.66%-729Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 3,212 shares; 2025Q1: 2,688 shares; 2025Q2: 2,958 shares; 2025Q3: 2,628 shares 2,628$1.36M0.65%-330Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,593 shares; 2024Q4: 5,846 shares; 2025Q1: 4,987 shares; 2025Q2: 5,883 shares; 2025Q3: 5,513 shares 5,513$1.21M0.58%-370Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 912 shares; 2025Q1: 763 shares; 2025Q2: 943 shares; 2025Q3: 1,087 shares 1,087$1.01M0.48%+144Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 5,266 shares; 2025Q1: 4,600 shares; 2025Q2: 5,595 shares; 2025Q3: 4,012 shares 4,012$975K0.46%-1,583Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,518 shares; 2025Q1: 1,501 shares; 2025Q2: 1,552 shares; 2025Q3: 1,327 shares 1,327$975K0.46%-225Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 5,770 shares; 2025Q1: 5,575 shares; 2025Q2: 6,657 shares; 2025Q3: 4,972 shares 4,972$928K0.44%-1,685Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 937 shares; 2025Q1: 1,027 shares; 2025Q2: 1,043 shares; 2025Q3: 785 shares 785$847K0.4%-258Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 700 shares; 2025Q1: 984 shares; 2025Q2: 952 shares; 2025Q3: 1,067 shares 1,067$814K0.39%+115Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,615 shares; 2025Q1: 2,203 shares; 2025Q2: 3,620 shares; 2025Q3: 2,232 shares 2,232$736K0.35%-1,388Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,209 shares; 2025Q1: 1,303 shares; 2025Q2: 2,216 shares; 2025Q3: 1,908 shares 1,908$714K0.34%-308Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,225 shares; 2025Q2: 2,258 shares; 2025Q3: 3,347 shares 3,347$682K0.32%+1,089Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,315 shares; 2024Q4: 5,937 shares; 2025Q1: 6,670 shares; 2025Q2: 7,052 shares; 2025Q3: 7,541 shares 7,541$674K0.32%+489Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 3,317 shares; 2025Q1: 3,920 shares; 2025Q2: 3,693 shares; 2025Q3: 3,916 shares 3,916$660K0.31%+223Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 2,039 shares; 2025Q1: 2,123 shares; 2025Q2: 2,249 shares; 2025Q3: 1,939 shares 1,939$612K0.29%-310Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 3,018 shares; 2025Q1: 3,018 shares; 2025Q2: 3,018 shares; 2025Q3: 3,018 shares 3,018$606K0.29%0Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,846 shares; 2025Q1: 5,458 shares; 2025Q2: 5,420 shares; 2025Q3: 6,696 shares 6,696$584K0.28%+1,276Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 73 shares; 2025Q3: 121 shares 121$519K0.25%+48Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,736 shares; 2024Q4: 8,804 shares; 2025Q1: 9,817 shares; 2025Q2: 11,459 shares; 2025Q3: 9,510 shares 9,510$491K0.23%-1,949Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 940 shares; 2025Q1: 1,007 shares; 2025Q2: 953 shares; 2025Q3: 1,009 shares 1,009$479K0.23%+56Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 411 shares; 2025Q3: 551 shares 551$439K0.21%+140Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,382 shares; 2025Q1: 1,436 shares; 2025Q2: 1,281 shares; 2025Q3: 1,506 shares 1,506$425K0.2%+225Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 529 shares; 2025Q1: 562 shares; 2025Q2: 607 shares; 2025Q3: 543 shares 543$412K0.2%-64Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,877 shares; 2025Q1: 2,919 shares; 2025Q2: 2,699 shares; 2025Q3: 2,785 shares 2,785$403K0.19%+86Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,636 shares; 2024Q4: 7,104 shares; 2025Q1: 8,905 shares; 2025Q2: 8,952 shares; 2025Q3: 9,552 shares 9,552$402K0.19%+600Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,864 shares 1,864$402K0.19%newTimeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 888 shares; 2025Q1: 1,030 shares; 2025Q2: 1,047 shares; 2025Q3: 1,158 shares 1,158$401K0.19%+111Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 632 shares; 2025Q1: 637 shares; 2025Q2: 782 shares; 2025Q3: 826 shares 826$401K0.19%+44Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,011 shares; 2025Q1: 869 shares; 2025Q2: 1,105 shares; 2025Q3: 822 shares 822$392K0.19%-283Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,091 shares; 2025Q1: 1,106 shares; 2025Q2: 1,037 shares; 2025Q3: 1,140 shares 1,140$389K0.19%+103Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 744 shares; 2025Q1: 778 shares; 2025Q2: 861 shares; 2025Q3: 840 shares 840$340K0.16%-21Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,407 shares; 2025Q1: 1,798 shares; 2025Q2: 2,348 shares; 2025Q3: 1,905 shares 1,905$325K0.15%-443Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 250 shares; 2025Q2: 188 shares; 2025Q3: 232 shares 232$278K0.13%+44Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
VPUVANGUARD WORLD FD28,466$5.02Mshares
PGPROCTER & GAMBLE CO2,173$346Kshares
UNHUNITEDHEALTH GROUP INC912$285Kshares
FTNTFORTINET INC2,144$227Kshares

How Q3 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 0001842557-25-000002 base2025-11-14acceptance time not in the bulk data set