Tandem Wealth Advisors LLC

Portfolio Overview

Tandem Wealth Advisors LLC disclosed 48 positions worth $251.2M in its Form 13F-HR for Q2 2026, led by $MDY (SPDR S&P MIDCAP 400 ETF TRUST) at 11.5% of the equity portfolio. During the quarter the fund opened 1 new position and exited 0. The portfolio is most concentrated in Other (82.3% of disclosed assets). All figures are sourced directly from Tandem Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1842557.

• 

  SPDR S&P MIDCAP 400 ETF TRUST

  $MDY

  —

  Quality

  $28.9M41,156 sh

• iShares MSCI EAFE ETF - ETF

  —

  Quality

  $25.4M244,341 sh

• iShares MSCI Emerging Markets ETF - ETF

  —

  Quality

  $23.8M347,610 sh

• iShares Core U.S. Aggregate Bond ETF - ETF

  —

  Quality

  $23.3M235,324 sh

• Vanguard Short-Term Corporate Bond Index Fund ETF - ETF

  —

  Quality

  $22.0M278,252 sh

• iShares Core Dividend Growth ETF - ETF

  —

  Quality

  $17.5M231,146 sh
• 

  SPDR S&P 500 ETF TRUST

  $SPY

  —

  Quality

  $16.5M22,120 sh
• 

  Invesco Ltd.

  $IVZ

  —

  Quality

  $15.2M71,243 sh

• iShares Floating Rate Bond ETF - ETF

  —

  Quality

  $13.7M269,317 sh

• iShares MBS ETF - ETF

  —

  Quality

  $12.6M133,260 sh

Company	Quality	Value	Shares
SPDR S&P MIDCAP 400 ETF TRUST$MDY	—	$28.9M	41,156
iShares MSCI EAFE ETF - ETF	—	$25.4M	244,341
iShares MSCI Emerging Markets ETF - ETF	—	$23.8M	347,610
iShares Core U.S. Aggregate Bond ETF - ETF	—	$23.3M	235,324
Vanguard Short-Term Corporate Bond Index Fund ETF - ETF	—	$22.0M	278,252
iShares Core Dividend Growth ETF - ETF	—	$17.5M	231,146
SPDR S&P 500 ETF TRUST$SPY	—	$16.5M	22,120
Invesco Ltd.$IVZ	—	$15.2M	71,243
iShares Floating Rate Bond ETF - ETF	—	$13.7M	269,317
iShares MBS ETF - ETF	—	$12.6M	133,260

Showing top 10 of 48 holdings.

Full Holdings — Tandem Wealth Advisors LLC (Q2 2026)

All 48 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$28.9M	11.5%	+1%	—
2	—	iShares MSCI EAFE ETF - ETF	$25.4M	10.1%	+4%	—
3	—	iShares MSCI Emerging Markets ETF - ETF	$23.8M	9.5%	-2%	—
4	—	iShares Core U.S. Aggregate Bond ETF - ETF	$23.3M	9.3%	-32%	—
5	—	Vanguard Short-Term Corporate Bond Index Fund ETF - ETF	$22.0M	8.8%	+5%	—
6	—	iShares Core Dividend Growth ETF - ETF	$17.5M	7.0%	+2%	—
7	$SPY	SPDR S&P 500 ETF TRUST	$16.5M	6.6%	-5%	—
8	$IVZ	Invesco Ltd.	$15.2M	6.0%	+2%	—
9	—	iShares Floating Rate Bond ETF - ETF	$13.7M	5.5%	NEW	—
10	—	iShares MBS ETF - ETF	$12.6M	5.0%	+5%	—
11	—	Vanguard Information Technology Index Fund ETF - ETF	$7.5M	3.0%	+571%	—
12	—	Vanguard Industrials ETF - ETF	$3.9M	1.5%	+3%	—
13	—	Vanguard Financials Index Fund ETF - ETF	$3.8M	1.5%	+3%	—
14	—	Vanguard Total Stock Market ETF - ETF	$3.5M	1.4%	-5%	—
15	$KLAC	KLA CORP	$2.4M	0.9%	+918%	78.6
16	$AMZN	AMAZON COM INC	$2.0M	0.8%	+3%	68.7
17	$PANW	Palo Alto Networks Inc	$2.0M	0.8%	+3%	65.5
18	$AAPL	Apple Inc.	$1.8M	0.7%	+5%	76.4
19	—	Vanguard Total Bond Market ETF - ETF	$1.7M	0.7%	-27%	—
20	$GOOG	Alphabet Inc.	$1.6M	0.6%	+4%	78.2
21	$NVDA	NVIDIA CORP	$1.6M	0.6%	+3%	85.9
22	$LLY	ELI LILLY & Co	$1.3M	0.5%	+7%	87.5
23	$MSFT	MICROSOFT CORP	$1.3M	0.5%	+6%	79.8
24	$COST	COSTCO WHOLESALE CORP /NEW	$1.3M	0.5%	+6%	66.2
25	$AVGO	Broadcom Inc.	$1.2M	0.5%	+3%	84.5
26	$ETN	Eaton Corp plc	$1.1M	0.4%	+6%	—
27	$META	Meta Platforms, Inc.	$1.1M	0.4%	+7%	79.6
28	$BA	BOEING CO	$991,866	0.4%	+8%	61.6
29	$JPM	JPMORGAN CHASE & CO	$925,035	0.4%	+6%	70.7
30	—	Energy Select Sector SPDR - ETF	$895,913	0.4%	+6%	—
31	—	Utilities Select Sector SPDR Fund - ETF	$796,488	0.3%	+7%	—
32	$BAC	BANK OF AMERICA CORP /DE/	$761,310	0.3%	+6%	67.6
33	$CAT	CATERPILLAR INC	$739,041	0.3%	+3%	66.5
34	$LIN	LINDE PLC	$730,149	0.3%	+5%	—
35	$GS	GOLDMAN SACHS GROUP INC	$693,800	0.3%	+6%	73.5
36	—	Schwab U.S. Broad Market ETF - ETF	$652,295	0.3%	+15%	—
37	$CB	Chubb Ltd	$596,295	0.2%	+7%	—
38	$AZO	AUTOZONE INC	$594,445	0.2%	+7%	66.2
39	$PH	Parker-Hannifin Corp	$591,763	0.2%	+7%	65.8
40	$V	VISA INC.	$576,734	0.2%	+7%	82.9
41	$STT	STATE STREET CORP	$571,509	0.2%	+6%	71.5
42	$TMO	THERMO FISHER SCIENTIFIC INC.	$563,027	0.2%	+7%	65.1
43	$SHW	SHERWIN WILLIAMS CO	$545,747	0.2%	+9%	61.3
44	$TJX	TJX COMPANIES INC /DE/	$527,523	0.2%	+7%	68.7
45	$HD	HOME DEPOT, INC.	$453,194	0.2%	+9%	60.3
46	$UPS	UNITED PARCEL SERVICE INC	$394,848	0.2%	+8%	58.6
47	$NFLX	NETFLIX INC	$368,424	0.1%	+4%	78.8
48	—	State Street S&P 400 Mid Cap ETF - ETF	$351,109	0.1%	+2%	—