Tandem Wealth Advisors LLC
Q2 2025 13F Holdings
- Locationphoenix, AZ
- Num holdings
49
- Value ($000)
$202,227
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001842557
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AGG ISHARES AGGREGATE BOND ETF | ETF | 464287226 | $37.13M | 18 % | 374,285 | ||
EFA ISHARES MSCI EAFE ETF | ETF | 464287465 | $23.72M | 12 % | 265,404 | ||
MDY S & P MID CAP 400 DEP RCPTS MID CAP | ETF | 78467Y107 | $18.03M | 9 % | 31,828 | ||
SPY SPDR S&P 500 ETF | ETF | 78462F103 | $16.83M | 8 % | 27,238 | ||
DGRO ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 | $15.27M | 8 % | 238,806 | ||
MBB ISHARES MBS ETF | ETF | 464288588 | $13.68M | 7 % | 145,662 | ||
RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | ETF | 46137V357 | $13.06M | 7 % | 71,863 | ||
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 | $12.81M | 6 % | 161,161 | ||
VANGUARD INFORMATION TECHNOLOGY | ETF | 92204A702 | $9.00M | 4 % | 13,562 | ||
AMID ARGENT MID CAP ETF | ETF | 02072L839 | $6.08M | 3 % | 182,862 |
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