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Tandem Wealth Advisors LLC

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13F filer, CIK 1842557, PHOENIX, AZ

Tandem Wealth Advisors LLC reported $223,038,008 across 47 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-12. Its ten largest share positions make up 83.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001842557-26-000001

Period
2025-12-31
Reported value
$223M
Holdings
47
Top 10 weight
83.56%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+44,280$11M
MDYadded+10,504$6.48M
EFAadded+43,705$3.52M
MBBadded+19,696$1.75M
VGTadded+1,736$1.13M

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
AMIDexited-172,808-$5.88M
AGGreduced-33,995-$3.94M
RSPreduced-6,023-$1.27M
DGROreduced-10,540-$765K
EEMreduced-10,709-$635K

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, Q4 2025

Share positions as resolved from 13F-HR 0001842557-26-000001, largest first. % of portfolio is the value over $223,038,008, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,935 shares; 2024Q4: 394,544 shares; 2025Q1: 395,718 shares; 2025Q2: 374,285 shares; 2025Q3: 402,341 shares; 2025Q4: 368,346 shares 368,346$42.7M19.16%-33,995Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,805 shares; 2024Q4: 28,466 shares; 2025Q1: 29,251 shares; 2025Q2: 31,828 shares; 2025Q3: 30,795 shares; 2025Q4: 41,299 shares 41,299$25.5M11.42%+10,504Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,921 shares; 2024Q4: 196,850 shares; 2025Q1: 189,907 shares; 2025Q2: 265,404 shares; 2025Q3: 184,610 shares; 2025Q4: 228,315 shares 228,315$18.4M8.23%+43,705Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,368 shares; 2024Q4: 23,627 shares; 2025Q1: 23,051 shares; 2025Q2: 27,238 shares; 2025Q3: 25,630 shares; 2025Q4: 69,910 shares 69,910$17.4M7.81%+44,280Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,311 shares; 2024Q4: 204,461 shares; 2025Q1: 199,548 shares; 2025Q2: 238,806 shares; 2025Q3: 235,901 shares; 2025Q4: 225,361 shares 225,361$16.4M7.34%-10,540Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,340 shares; 2024Q4: 152,867 shares; 2025Q1: 154,087 shares; 2025Q2: 145,662 shares; 2025Q3: 156,362 shares; 2025Q4: 176,058 shares 176,058$15.7M7.03%+19,696Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,719 shares; 2024Q4: 171,847 shares; 2025Q1: 171,285 shares; 2025Q2: 161,161 shares; 2025Q3: 174,816 shares; 2025Q4: 183,383 shares 183,383$14.6M6.55%+8,567Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,198 shares; 2024Q4: 62,102 shares; 2025Q1: 60,893 shares; 2025Q2: 71,863 shares; 2025Q3: 70,554 shares; 2025Q4: 64,531 shares 64,531$13.6M6.1%-6,023Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,372 shares; 2024Q4: 147,393 shares; 2025Q1: 148,832 shares; 2025Q2: not reported; 2025Q3: 239,325 shares; 2025Q4: 228,616 shares 228,616$13.6M6.08%-10,709Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 10,459 shares; 2025Q1: 4,747 shares; 2025Q2: 13,562 shares; 2025Q3: 11,443 shares; 2025Q4: 13,179 shares 13,179$8.56M3.84%+1,736Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,836 shares; 2024Q4: 13,938 shares; 2025Q1: 14,547 shares; 2025Q2: 13,705 shares; 2025Q3: 12,796 shares; 2025Q4: 12,584 shares 12,584$4.22M1.89%-212Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,293 shares; 2025Q2: 26,050 shares; 2025Q3: 25,320 shares; 2025Q4: 27,363 shares 27,363$3.42M1.53%+2,043Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,642 shares; 2024Q4: 36,152 shares; 2025Q1: 37,010 shares; 2025Q2: 38,055 shares; 2025Q3: 40,829 shares; 2025Q4: 41,669 shares 41,669$3.09M1.38%+840Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,593 shares; 2024Q4: 5,846 shares; 2025Q1: 4,987 shares; 2025Q2: 5,883 shares; 2025Q3: 5,513 shares; 2025Q4: 6,699 shares 6,699$1.55M0.69%+1,186Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,761 shares; 2025Q1: 5,680 shares; 2025Q2: 6,196 shares; 2025Q3: 5,467 shares; 2025Q4: 5,673 shares 5,673$1.54M0.69%+206Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 3,212 shares; 2025Q1: 2,688 shares; 2025Q2: 2,958 shares; 2025Q3: 2,628 shares; 2025Q4: 3,104 shares 3,104$1.5M0.67%+476Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 5,266 shares; 2025Q1: 4,600 shares; 2025Q2: 5,595 shares; 2025Q3: 4,012 shares; 2025Q4: 4,610 shares 4,610$1.44M0.65%+598Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,115 shares; 2024Q4: 5,770 shares; 2025Q1: 5,575 shares; 2025Q2: 6,657 shares; 2025Q3: 4,972 shares; 2025Q4: 7,252 shares 7,252$1.35M0.61%+2,280Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 700 shares; 2025Q1: 984 shares; 2025Q2: 952 shares; 2025Q3: 1,067 shares; 2025Q4: 1,187 shares 1,187$1.28M0.57%+120Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 912 shares; 2025Q1: 763 shares; 2025Q2: 943 shares; 2025Q3: 1,087 shares; 2025Q4: 1,310 shares 1,310$1.13M0.51%+223Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 937 shares; 2025Q1: 1,027 shares; 2025Q2: 1,043 shares; 2025Q3: 785 shares; 2025Q4: 916 shares 916$1.11M0.5%+131Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,518 shares; 2025Q1: 1,501 shares; 2025Q2: 1,552 shares; 2025Q3: 1,327 shares; 2025Q4: 1,664 shares 1,664$1.1M0.49%+337Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,615 shares; 2025Q1: 2,203 shares; 2025Q2: 3,620 shares; 2025Q3: 2,232 shares; 2025Q4: 2,660 shares 2,660$921K0.41%+428Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,315 shares; 2024Q4: 5,937 shares; 2025Q1: 6,670 shares; 2025Q2: 7,052 shares; 2025Q3: 7,541 shares; 2025Q4: 18,199 shares 18,199$814K0.36%+10,658Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 3,317 shares; 2025Q1: 3,920 shares; 2025Q2: 3,693 shares; 2025Q3: 3,916 shares; 2025Q4: 4,792 shares 4,792$776K0.35%+876Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,225 shares; 2025Q2: 2,258 shares; 2025Q3: 3,347 shares; 2025Q4: 4,130 shares 4,130$761K0.34%+783Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,209 shares; 2025Q1: 1,303 shares; 2025Q2: 2,216 shares; 2025Q3: 1,908 shares; 2025Q4: 2,378 shares 2,378$757K0.34%+470Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 2,039 shares; 2025Q1: 2,123 shares; 2025Q2: 2,249 shares; 2025Q3: 1,939 shares; 2025Q4: 2,338 shares 2,338$753K0.34%+399Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,846 shares; 2025Q1: 5,458 shares; 2025Q2: 5,420 shares; 2025Q3: 6,696 shares; 2025Q4: 16,114 shares 16,114$688K0.31%+9,418Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,736 shares; 2024Q4: 8,804 shares; 2025Q1: 9,817 shares; 2025Q2: 11,459 shares; 2025Q3: 9,510 shares; 2025Q4: 11,371 shares 11,371$625K0.28%+1,861Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 411 shares; 2025Q3: 551 shares; 2025Q4: 655 shares 655$576K0.26%+104Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 529 shares; 2025Q1: 562 shares; 2025Q2: 607 shares; 2025Q3: 543 shares; 2025Q4: 638 shares 638$561K0.25%+95Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 632 shares; 2025Q1: 637 shares; 2025Q2: 782 shares; 2025Q3: 826 shares; 2025Q4: 956 shares 956$554K0.25%+130Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,382 shares; 2025Q1: 1,436 shares; 2025Q2: 1,281 shares; 2025Q3: 1,506 shares; 2025Q4: 1,773 shares 1,773$553K0.25%+267Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,011 shares; 2025Q1: 869 shares; 2025Q2: 1,105 shares; 2025Q3: 822 shares; 2025Q4: 937 shares 937$537K0.24%+115Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 891 shares; 2024Q4: 940 shares; 2025Q1: 1,007 shares; 2025Q2: 953 shares; 2025Q3: 1,009 shares; 2025Q4: 1,246 shares 1,246$531K0.24%+237Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 73 shares; 2025Q3: 121 shares; 2025Q4: 149 shares 149$505K0.23%+28Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,877 shares; 2025Q1: 2,919 shares; 2025Q2: 2,699 shares; 2025Q3: 2,785 shares; 2025Q4: 3,266 shares 3,266$502K0.22%+481Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: 2,259 shares 2,259$490K0.22%+395Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 1,091 shares; 2025Q1: 1,106 shares; 2025Q2: 1,037 shares; 2025Q3: 1,140 shares; 2025Q4: 1,366 shares 1,366$479K0.21%+226Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,636 shares; 2024Q4: 7,104 shares; 2025Q1: 8,905 shares; 2025Q2: 8,952 shares; 2025Q3: 9,552 shares; 2025Q4: 11,632 shares 11,632$469K0.21%+2,080Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 888 shares; 2025Q1: 1,030 shares; 2025Q2: 1,047 shares; 2025Q3: 1,158 shares; 2025Q4: 1,420 shares 1,420$460K0.21%+262Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,395 shares; 2024Q4: 2,407 shares; 2025Q1: 1,798 shares; 2025Q2: 2,348 shares; 2025Q3: 1,905 shares; 2025Q4: 2,411 shares 2,411$372K0.17%+506Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 744 shares; 2025Q1: 778 shares; 2025Q2: 861 shares; 2025Q3: 840 shares; 2025Q4: 1,047 shares 1,047$360K0.16%+207Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,217 shares 6,217$360K0.16%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 250 shares; 2025Q2: 188 shares; 2025Q3: 232 shares; 2025Q4: 2,920 shares 2,920$274K0.12%+2,688Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,021 shares 10,021$263K0.12%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
AMIDEA SERIES TRUST172,808$5.88Mshares
PNCPNC FINL SVCS GROUP INC3,018$606Kshares

How Q4 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 0001842557-26-000001 base2026-02-12acceptance time not in the bulk data set