Tandem Wealth Advisors LLC
Q1 2026 13F Holdings
- Locationphoenix, AZ
- Num holdings
47
- Value ($000)
$224,295
- Date Filed 05/06/2026
- 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 Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
iShares Core U.S. Aggregate Bond ETF | ETF | 464287226 | $34.14M | 15 % | 343,924 | ||
SPDR S&P Mid Cap 400 ETF | ETF | 78467Y107 | $25.08M | 11 % | 40,661 | ||
iShares MSCI EAFE ETF | ETF | 464287465 | $22.83M | 10 % | 235,056 | ||
Vanguard Short-Term Corporate Bond Index Fund ETF | ETF | 92206C409 | $21.09M | 9 % | 266,100 | ||
iShares MSCI Emerging Markets ETF | ETF | 464287234 | $20.23M | 9 % | 356,191 | ||
iShares Core Dividend Growth ETF | ETF | 46434V621 | $15.86M | 7 % | 226,014 | ||
SPDR S&P 500 ETF | ETF | 78462F103 | $15.09M | 7 % | 23,199 | ||
Invesco S&P 500 Equal Weight ETF | ETF | 46137V357 | $13.4M | 6 % | 69,830 | ||
iShares MBS ETF | ETF | 464288588 | $12.02M | 5 % | 126,557 | ||
Vanguard Information Technology Index Fund ETF | ETF | 92204A702 | $6.5M | 3 % | 9,316 |
Rows Per Page
10
- 10
- 50
- 100