§ 13F · FUND PROFILE
Tandem Wealth Advisors LLC.
AUM · $210M (13F)Positions · 47Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MDY | SPDR S&P Mid Cap 400 ETF | 41K | $29M | 11.5% | +1% |
| 2 | EFA | iShares MSCI EAFE ETF | 244K | $25M | 10.1% | +4% |
| 3 | EEM | iShares MSCI Emerging Markets ETF | 348K | $24M | 9.5% | −2% |
| 4 | AGG | iShares Core U.S. Aggregate Bond ETF | 235K | $23M | 9.3% | −32% |
| 5 | VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF | 278K | $22M | 8.8% | +5% |
| 6 | DGRO | iShares Core Dividend Growth ETF | 231K | $18M | 7.0% | +2% |
| 7 | SPY | SPDR S&P 500 ETF | 22K | $17M | 6.6% | −5% |
| 8 | RSP | Invesco S&P 500 Equal Weight ETF | 71K | $15M | 6.0% | +2% |
| 9 | FLOT | iShares Floating Rate Bond ETF | 269K | $14M | 5.5% | NEW |
| 10 | MBB | iShares MBS ETF | 133K | $13M | 5.0% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TANDEM SIGNAL
AC read
Tandem Wealth Advisors LLC is a Other fund managing $210 million in assets. The fund runs a portfolio of 47 positions.
Read the full dossier →