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Tandem Wealth Advisors LLC

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13F filer, CIK 1842557, PHOENIX, AZ

Tandem Wealth Advisors LLC reported $224,295,085 across 47 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-06. Its ten largest share positions make up 83.03% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001842557-26-000002

Period
2026-03-31
Reported value
$224M
Holdings
47
Top 10 weight
83.03%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EEMadded+127,575$7.24M
VCSHadded+82,717$6.56M
VISnew+10,356$3.23M
RSPadded+5,299$1.02M
EFAadded+6,741$655K

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
SPYreduced-46,711-$30.4M
MBBreduced-49,501-$4.7M
VGTreduced-3,863-$2.7M
AGGreduced-24,422-$2.42M
VTIreduced-2,558-$821K

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, Q1 2026

Share positions as resolved from 13F-HR 0001842557-26-000002, largest first. % of portfolio is the value over $224,295,085, 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; 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; 2026Q1: 343,924 shares 343,924$34.1M15.22%-24,422Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 40,661 shares 40,661$25.1M11.18%-638Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 235,056 shares 235,056$22.8M10.18%+6,741Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 266,100 shares 266,100$21.1M9.4%+82,717Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 356,191 shares 356,191$20.2M9.02%+127,575Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 226,014 shares 226,014$15.9M7.07%+653Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,199 shares 23,199$15.1M6.73%-46,711Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 69,830 shares 69,830$13.4M5.98%+5,299Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 126,557 shares 126,557$12M5.36%-49,501Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,316 shares 9,316$6.5M2.9%-3,863Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 27,577$3.33M1.49%+214Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,356 shares 10,356$3.23M1.44%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,026 shares 10,026$3.22M1.43%-2,558Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 31,627 shares 31,627$2.33M1.04%-10,042Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,357 shares 8,357$1.74M0.78%+1,658Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,973 shares 5,973$1.52M0.68%+300Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 912 shares; 2025Q1: 763 shares; 2025Q2: 943 shares; 2025Q3: 1,087 shares; 2025Q4: 1,310 shares; 2026Q1: 1,330 shares 1,330$1.33M0.59%+20Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,520 shares 7,520$1.31M0.58%+268Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,354 shares 3,354$1.24M0.55%+250Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,296 shares 4,296$1.24M0.55%-314Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 937 shares; 2025Q1: 1,027 shares; 2025Q2: 1,043 shares; 2025Q3: 785 shares; 2025Q4: 916 shares; 2026Q1: 771 shares 771$1.14M0.51%-145Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,749 shares 1,749$1M0.45%+85Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,949 shares 15,949$977K0.44%-2,250Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 700 shares; 2025Q1: 984 shares; 2025Q2: 952 shares; 2025Q3: 1,067 shares; 2025Q4: 1,187 shares; 2026Q1: 1,043 shares 1,043$959K0.43%-144Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,021 shares 3,021$935K0.42%+361Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,711$916K0.41%+1,581Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,429 shares 2,429$869K0.39%+51Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: 2,259 shares; 2026Q1: 4,257 shares 4,257$847K0.38%+1,998Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,655 shares 2,655$781K0.35%+317Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,446 shares 16,446$755K0.34%+332Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,336$662K0.3%+90Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,639 shares 12,639$616K0.27%+1,268Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 87 shares; 2025Q1: 87 shares; 2025Q2: 73 shares; 2025Q3: 121 shares; 2025Q4: 149 shares; 2026Q1: 174 shares 174$588K0.26%+25Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 411 shares; 2025Q3: 551 shares; 2025Q4: 655 shares; 2026Q1: 650 shares 650$550K0.25%-5Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,640 shares 1,640$535K0.24%-133Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,269 shares 3,269$522K0.23%+3Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 632 shares; 2025Q1: 637 shares; 2025Q2: 782 shares; 2025Q3: 826 shares; 2025Q4: 956 shares; 2026Q1: 1,048 shares 1,048$515K0.23%+92Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 529 shares; 2025Q1: 562 shares; 2025Q2: 607 shares; 2025Q3: 543 shares; 2025Q4: 638 shares; 2026Q1: 564 shares 564$505K0.23%-74Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,215 shares 12,215$499K0.22%+583Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,021 shares; 2026Q1: 19,588 shares 19,588$492K0.22%+9,567Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 1,011 shares; 2025Q1: 869 shares; 2025Q2: 1,105 shares; 2025Q3: 822 shares; 2025Q4: 937 shares; 2026Q1: 673 shares 673$477K0.21%-264Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 258 shares; 2025Q1: 250 shares; 2025Q2: 188 shares; 2025Q3: 232 shares; 2025Q4: 2,920 shares; 2026Q1: 4,942 shares 4,942$475K0.21%+2,022Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,568 shares 1,568$474K0.21%+202Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,460$468K0.21%+40Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 744 shares; 2025Q1: 778 shares; 2025Q2: 861 shares; 2025Q3: 840 shares; 2025Q4: 1,047 shares; 2026Q1: 1,181 shares 1,181$388K0.17%+134Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,388 shares 3,388$333K0.15%newTimeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,217 shares; 2026Q1: 5,095 shares 5,095$302K0.13%-1,122Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ICEINTERCONTINENTAL EXCHANGE IN4,792$776Kshares
BXBLACKSTONE INC2,411$372Kshares

How Q1 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 0001842557-26-000002 base2026-05-06acceptance time not in the bulk data set