StockDriftsStockDriftsTop 48 Tandem Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MDY | SPDR S&P Mid Cap 400 ETF | 11.52% | 41.2K | $28.9M | +1.22%(+495) | $485.30(+47.40%) | 2026-06-30 | |
| EFA | iShares MSCI EAFE ETF | 10.1% | 244.3K | $25.4M | +3.95%(+9.29K) | $75.04(+44.80%) | 2026-06-30 | |
| EEM | iShares MSCI Emerging Markets ETF | 9.46% | 347.6K | $23.8M | -2.41%(-8.58K) | $47.12(+43.67%) | 2026-06-30 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | 9.27% | 235.3K | $23.3M | -31.58%(-108.60K) | $97.10(+0.31%) | 2026-06-30 | |
| VCSH | Vanguard Short-Term Corporate Bond Index Fund ETF | 8.75% | 278.3K | $22.0M | +4.57%(+12.15K) | $76.98(+2.14%) | 2026-06-30 | |
| DGRO | iShares Core Dividend Growth ETF | 6.97% | 231.1K | $17.5M | +2.27%(+5.13K) | $55.00(+44.70%) | 2026-06-30 | |
| SPY | SPDR S&P 500 ETF | 6.57% | 22.1K | $16.5M | -4.65%(-1.08K) | $584.24(+32.71%) | 2026-06-30 | |
| RSP | Invesco S&P 500 Equal Weight ETF | 6.03% | 71.2K | $15.2M | +2.02%(+1.41K) | $157.29(+40.99%) | 2026-06-30 | |
| FLOT | iShares Floating Rate Bond ETF | 5.47% | 269.3K | $13.7M | new | $50.94(+0.05%) | 2026-06-30 | |
| MBB | iShares MBS ETF | 5.01% | 133.3K | $12.6M | +5.30%(+6.70K) | $92.89(+0.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.08% | +33.39% | — | — | +43.41% |
| Top 20 Holdings Unweighted | +13.76% | +47.24% | — | — | +62.52% |
Tandem Wealth Advisors LLC reports $251.25M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are MDY (11.5%), EFA (10.1%) and EEM (9.5%). The top 20 holdings account for 91.13% of reported assets. Its disclosed equity book has returned +33.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Tandem Wealth Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Tandem Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842557). View Tandem Wealth Advisors LLC’s 13F filings on SEC