Tandem Wealth Advisors LLC

DOSSIER · 13F-HR · Q2 2026

Tandem Wealth Advisors LLC

$251M in tracked AUM across 48 positions as of Q2 2026.

TW

CIK 0001842557 · last filed Jun 30, 2026

Total AUM

$251M

as of Q2 2026

Holdings

48

—

positions

Whale Score

64

64

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Tandem Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

MDY

SPDR S&P Mid Cap 400 ETF

$29M41K11.5%02

EFA

iShares MSCI EAFE ETF

$25M244K10.1%03

EEM

iShares MSCI Emerging Markets ETF

$24M348K9.5%04

AGG

iShares Core U.S. Aggregate Bond ETF

$23M235K9.3%05

VCSH

Vanguard Short-Term Corporate Bond Index Fund ETF