§ 13F · FUND PROFILE
Tandem Wealth Advisors LLC.
AUM · $251M (13F)Positions · 48Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
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 | — | — |
| 2 | EFA | iShares MSCI EAFE ETF | 244K | $25M | — | — |
| 3 | EEM | iShares MSCI Emerging Markets ETF | 348K | $24M | — | — |
| 4 | AGG | iShares Core U.S. Aggregate Bond ETF | 235K | $23M | — | — |
| 5 | VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF | 278K | $22M | — | — |
| 6 | DGRO | iShares Core Dividend Growth ETF | 231K | $18M | — | — |
| 7 | SPY | SPDR S&P 500 ETF | 22K | $17M | — | — |
| 8 | RSP | Invesco S&P 500 Equal Weight ETF | 71K | $15M | — | — |
| 9 | FLOT | iShares Floating Rate Bond ETF | 269K | $14M | — | — |
| 10 | MBB | iShares MBS ETF | 133K | $13M | — | — |
§ 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 $251 million in assets. The fund runs a portfolio of 48 positions.
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