Tandem Wealth Advisors LLC
Q3 2025 13F Holdings
- Locationphoenix, AZ
- Num holdings
47
- Value ($000)
$210,328
- Date Filed 11/14/2025
- Form type13F-HR
- CIK 0001842557
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A iShares Core U.S. Aggregate Bond ETF | ETF | 464287226 | $40.33M | 19 % | 402,341 | ||
M SPDR S&P Mid Cap 400 ETF | ETF | 78467Y107 | $18.35M | 9 % | 30,795 | ||
E iShares MSCI EAFE ETF | ETF | 464287465 | $17.24M | 8 % | 184,610 | ||
S SPDR S&P 500 ETF | ETF | 78462F103 | $17.07M | 8 % | 25,630 | ||
D iShares Core Dividend Growth ETF | ETF | 46434V621 | $16.06M | 8 % | 235,901 | ||
M iShares MBS ETF | ETF | 464288588 | $14.88M | 7 % | 156,362 | ||
V Vanguard Short-Term Corporate Bond Index Fund ETF | ETF | 92206C409 | $13.97M | 7 % | 174,816 | ||
R Invesco S&P 500 Equal Weight ETF | ETF | 46137V357 | $13.38M | 6 % | 70,554 | ||
E iShares MSCI Emerging Markets ETF | ETF | 464287234 | $12.78M | 6 % | 239,325 | ||
Vanguard Information Technology Index Fund ETF | ETF | 92204A702 | $8.54M | 4 % | 11,443 |
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