Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tandem Wealth Advisors LLC (CIK 1842557) reported $224.3M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($34.1M, 15.22%), MDY ($25.1M, 11.18%), EFA ($22.8M, 10.18%), VCSH ($21.1M, 9.40%), EEM ($20.2M, 9.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | iShares Core U.S. Aggregate Bond ETF | $34.1M | 15.22% | 343,924 | Trimmed |
| 2 | MDY | SPDR S&P Mid Cap 400 ETF | $25.1M | 11.18% | 40,661 | Trimmed |
| 3 | EFA | iShares MSCI EAFE ETF | $22.8M | 10.18% | 235,056 | Added |
| 4 | VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF | $21.1M | 9.40% | 266,100 | Added |
| 5 | EEM | iShares MSCI Emerging Markets ETF | $20.2M | 9.02% | 356,191 | Added |
| 6 | DGRO | iShares Core Dividend Growth ETF | $15.9M | 7.07% | 226,014 | Added |
| 7 | SPY | SPDR S&P 500 ETF | $15.1M | 6.73% | 23,199 | Trimmed |
| 8 | RSP | Invesco S&P 500 Equal Weight ETF | $13.4M | 5.98% | 69,830 | Added |
| 9 | MBB | iShares MBS ETF | $12.0M | 5.36% | 126,557 | Trimmed |
| 10 | VGT | Vanguard Information Technology Index Fund ETF | $6.5M | 2.90% | 9,316 | Trimmed |
| 11 | VFH | Vanguard Financials Index Fund ETF | $3.3M | 1.49% | 27,577 | Added |
| 12 | VIS | Vanguard Industrials ETF | $3.2M | 1.44% | 10,356 | New |
| 13 | VTI | Vanguard Total Stock Market ETF | $3.2M | 1.43% | 10,026 | Trimmed |
| 14 | BND | Vanguard Total Bond Market ETF | $2.3M | 1.04% | 31,627 | Trimmed |
| 15 | AMZN | Amazon | $1.7M | 0.78% | 8,357 | Added |
| 16 | AAPL | Apple | $1.5M | 0.68% | 5,973 | Added |
| 17 | COST | Costco | $1.3M | 0.59% | 1,330 | Added |
| 18 | NVDA | NVIDIA | $1.3M | 0.58% | 7,520 | Added |
| 19 | MSFT | Microsoft | $1.2M | 0.55% | 3,354 | Added |
| 20 | GOOGL | Alphabet Class A | $1.2M | 0.55% | 4,296 | Trimmed |
| 21 | KLAC | KLA | $1.1M | 0.51% | 771 | Trimmed |
| 22 | META | Meta Class A | $1.0M | 0.45% | 1,749 | Added |
| 23 | XLE | Energy Select Sector SPDR | $977,036 | 0.44% | 15,949 | Trimmed |
| 24 | LLY | Eli Lilly & Co | $959,320 | 0.43% | 1,043 | Trimmed |
| 25 | AVGO | Broadcom | $935,030 | 0.42% | 3,021 | Added |
Source: SEC Form 13F filings · as of 2026-03-31