§ 13F · FUND PROFILE
Tandem Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 47Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$223.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AGG | iShares Core U.S. Aggregate Bond ETF | 368K | $42.7T | 19.2% | NEW |
| 2 | MDY | SPDR S&P Mid Cap 400 ETF | 41K | $25.5T | 11.4% | NEW |
| 3 | EFA | iShares MSCI EAFE ETF | 228K | $18.4T | 8.2% | NEW |
| 4 | SPY | SPDR S&P 500 ETF | 70K | $17.4T | 7.8% | NEW |
| 5 | DGRO | iShares Core Dividend Growth ETF | 225K | $16.4T | 7.3% | NEW |
| 6 | MBB | iShares MBS ETF | 176K | $15.7T | 7.0% | NEW |
| 7 | VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF | 183K | $14.6T | 6.6% | NEW |
| 8 | RSP | Invesco S&P 500 Equal Weight ETF | 65K | $13.6T | 6.1% | NEW |
| 9 | EEM | iShares MSCI Emerging Markets ETF | 229K | $13.6T | 6.1% | NEW |
| 10 | VGT | Vanguard Information Technology Index Fund ETF | 13K | $8.6T | 3.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TANDEM SIGNAL
AC read
Tandem Wealth Advisors LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed