Tandem Wealth Advisors LLC
Q4 2025 13F Holdings
- Locationphoenix, AZ
- Num holdings
47
- Value ($000)
$223,038
- Date Filed02/12/2026
- Form type13F-HR
- CIK0001842557
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
iShares Core U.S. Aggregate Bond ETF | ETF | 464287226 | $42.73M | 19 % | 368,346 | ||
SPDR S&P Mid Cap 400 ETF | ETF | 78467Y107 | $25.47M | 11 % | 41,299 | ||
iShares MSCI EAFE ETF | ETF | 464287465 | $18.36M | 8 % | 228,315 | ||
SPDR S&P 500 ETF | ETF | 78462F103 | $17.41M | 8 % | 69,910 | ||
iShares Core Dividend Growth ETF | ETF | 46434V621 | $16.37M | 7 % | 225,361 | ||
iShares MBS ETF | ETF | 464288588 | $15.67M | 7 % | 176,058 | ||
Vanguard Short-Term Corporate Bond Index Fund ETF | ETF | 92206C409 | $14.62M | 7 % | 183,383 | ||
Invesco S&P 500 Equal Weight ETF | ETF | 46137V357 | $13.62M | 6 % | 64,531 | ||
iShares MSCI Emerging Markets ETF | ETF | 464287234 | $13.56M | 6 % | 228,616 | ||
Vanguard Information Technology Index Fund ETF | ETF | 92204A702 | $8.56M | 4 % | 13,179 |
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