Tandem Wealth Advisors LLC

CIK

1842557

Location

PHOENIX, AZ

Portfolio Value

Micro $63,086,568

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,165 / 8,232 ▼ 426

Top Industry

Semiconductors 9.8%

3Y Alpha vs SPY

-1.6%

Period ended 2 months ago

Filed May 6, 2026 · 38d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+70.1%

SPY

+76.5%

Annualised alpha

-1.5%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

30 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

39.8%

−9.9 pts

Top 5

70.9%

−9.5 pts

Top 10

80.3%

−6.7 pts

HHI

2,209

Moderately concentrated−960

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	63.7%	$40,165,315	2
Technology	11.2%	$7,054,769	6
Consumer Cyclical	5.1%	$3,238,723	4
Industrials	4.8%	$3,031,069	5
Financial Services	4.7%	$2,955,475	5
Communication Services	4.3%	$2,711,185	3
Healthcare	2.3%	$1,474,443	2
Consumer Defensive	2.1%	$1,325,251	1
Basic Materials	1.8%	$1,130,338	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+2,022	4,942	$475,173
BA	Boeing Co	+1,998	4,257	$847,270
AMZN	Amazon Com Inc	+1,658	8,357	$1,740,512
PANW	Palo Alto Networks Inc	+1,581	5,711	$915,587
BAC	Bank Of America Corp /De/	+1,268	12,639	$616,151
AVGO	Broadcom Inc.	+361	3,021	$935,029
JPM	Jpmorgan Chase & Co	+317	2,655	$780,994
AAPL	Apple Inc.	+300	5,973	$1,515,887
NVDA	Nvidia Corp	+268	7,520	$1,311,488
MSFT	Microsoft Corp	+250	3,354	$1,241,550
V	Visa Inc.	+202	1,568	$473,912
HD	Home Depot, Inc.	+134	1,181	$388,419
TMO	Thermo Fisher Scientific Inc.	+92	1,048	$515,123
LIN	Linde PLC	+90	1,336	$662,335
META	Meta Platforms, Inc.	+85	1,749	$1,000,655
ETN	Eaton Corp plc	+51	2,429	$868,780
SHW	Sherwin Williams Co	+40	1,460	$468,003
AZO	Autozone Inc	+25	174	$587,733
COST	Costco Wholesale Corp /New	+20	1,330	$1,325,251
TJX	Tjx Companies Inc /De/	+3	3,269	$522,059
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−46,711	23,199	$15,087,237
MDY	Spdr S&P Midcap 400 ETF Trust	−638	40,661	$25,078,078
GOOGL	Alphabet Inc.	−314	4,296	$1,235,357
CAT	Caterpillar Inc	−264	673	$476,793
KLAC	Kla Corp	−145	771	$1,135,228
LLY	ELI LILLY & Co	−144	1,043	$959,320
CB	Chubb Ltd	−133	1,640	$534,525
PH	Parker-Hannifin Corp	−74	564	$504,915
GS	Goldman Sachs Group Inc	−5	650	$549,893
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
UPS	United Parcel Service Inc	3,388	$333,311
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ICE	Intercontinental Exchange, Inc.	4,792	$776,112
BX	Blackstone Inc.	2,411	$371,631
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 positions · $63,086,568 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	40,661	-638	$25,078,078	+0.7%	39.75%
SPY	Spdr S&P 500 ETF Trust	Reduced	23,199	-46,711	$15,087,237	−68.4%	23.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,357	+1,658	$1,740,512	+12.6%	2.76%
AAPL	Apple Inc. Technology	Added	5,973	+300	$1,515,887	−1.7%	2.40%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,330	+20	$1,325,251	+17.3%	2.10%
NVDA	Nvidia Corp Technology	Added	7,520	+268	$1,311,488	−3.0%	2.08%
MSFT	Microsoft Corp Technology	Added	3,354	+250	$1,241,550	−17.3%	1.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,296	-314	$1,235,357	−14.4%	1.96%
KLAC	Kla Corp Technology	Reduced	771	-145	$1,135,228	+2.0%	1.80%
META	Meta Platforms, Inc. Communication Services	Added	1,749	+85	$1,000,655	−8.9%	1.59%
LLY	ELI LILLY & Co Healthcare	Reduced	1,043	-144	$959,320	−24.8%	1.52%
AVGO	Broadcom Inc. Technology	Added	3,021	+361	$935,029	+1.6%	1.48%
PANW	Palo Alto Networks Inc Technology	Added	5,711	+1,581	$915,587	+20.4%	1.45%
ETN	Eaton Corp plc Industrials	Added	2,429	+51	$868,780	+14.7%	1.38%
BA	Boeing Co Industrials	Added	4,257	+1,998	$847,270	+72.7%	1.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,655	+317	$780,994	+3.7%	1.24%
LIN	Linde PLC Basic Materials	Added	1,336	+90	$662,335	+24.7%	1.05%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,639	+1,268	$616,151	−1.5%	0.98%
AZO	Autozone Inc Consumer Cyclical	Added	174	+25	$587,733	+16.3%	0.93%
GS	Goldman Sachs Group Inc Financial Services	Reduced	650	-5	$549,893	−4.5%	0.87%
CB	Chubb Ltd Financial Services	Reduced	1,640	-133	$534,525	−3.4%	0.85%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	3,269	+3	$522,059	+4.1%	0.83%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,048	+92	$515,123	−7.0%	0.82%
PH	Parker-Hannifin Corp Industrials	Reduced	564	-74	$504,915	−10.0%	0.80%
CAT	Caterpillar Inc Industrials	Reduced	673	-264	$476,793	−11.2%	0.76%
NFLX	Netflix Inc Communication Services	Added	4,942	+2,022	$475,173	+73.6%	0.75%
V	Visa Inc. Financial Services	Added	1,568	+202	$473,912	−1.1%	0.75%
SHW	Sherwin Williams Co Basic Materials	Added	1,460	+40	$468,003	+1.7%	0.74%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,181	+134	$388,419	+7.8%	0.62%
UPS	United Parcel Service Inc Industrials	NEW	3,388	NEW	$333,311	NEW	0.53%