Tandem Wealth Advisors LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 61.3% | $45,465,213 |
| Technology | 13.8% | $10,243,533 |
| Industrials | 5.1% | $3,810,511 |
| Consumer Cyclical | 4.9% | $3,622,262 |
| Financial Services | 4.8% | $3,553,171 |
| Communication Services | 4.1% | $3,015,440 |
| Healthcare | 2.6% | $1,907,588 |
| Consumer Defensive | 1.8% | $1,319,012 |
| Basic Materials | 1.7% | $1,275,895 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KLAC | Kla Corp | +7,080 | 7,851 | $2,368,725 | |
| BAC | Bank Of America Corp /De/ | +722 | 13,361 | $761,309 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +495 | 41,156 | $28,946,661 | |
| BA | Boeing Co | +325 | 4,582 | $991,865 | |
| UPS | United Parcel Service Inc | +285 | 3,673 | $394,847 | |
| AAPL | Apple Inc. | +276 | 6,249 | $1,808,210 | |
| NVDA | Nvidia Corp | +253 | 7,773 | $1,555,299 | |
| AMZN | Amazon Com Inc | +232 | 8,589 | $2,047,102 | |
| NFLX | Netflix Inc | +218 | 5,160 | $368,424 | |
| TJX | Tjx Companies Inc /De/ | +213 | 3,482 | $527,523 | |
| MSFT | Microsoft Corp | +209 | 3,563 | $1,329,070 | |
| JPM | Jpmorgan Chase & Co | +171 | 2,826 | $925,034 | |
| PANW | Palo Alto Networks Inc | +170 | 5,881 | $2,005,538 | |
| GOOGL | Alphabet Inc. | +165 | 4,461 | $1,594,227 | |
| ETN | Eaton Corp plc | +136 | 2,565 | $1,092,997 | |
| SHW | Sherwin Williams Co | +125 | 1,585 | $545,747 | |
| META | Meta Platforms, Inc. | +120 | 1,869 | $1,052,789 | |
| V | Visa Inc. | +113 | 1,681 | $576,734 | |
| CB | Chubb Ltd | +110 | 1,750 | $596,295 | |
| HD | Home Depot, Inc. | +104 | 1,285 | $453,193 | |
| AVGO | Broadcom Inc. | +94 | 3,115 | $1,176,691 | |
| COST | Costco Wholesale Corp /New | +80 | 1,410 | $1,319,012 | |
| LLY | ELI LILLY & Co | +78 | 1,121 | $1,344,561 | |
| TMO | Thermo Fisher Scientific Inc. | +75 | 1,123 | $563,027 | |
| LIN | Linde PLC | +71 | 1,407 | $730,148 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −1,079 | 22,120 | $16,518,552 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 41,156 | $28,946,661 | 39.01% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 22,120 | $16,518,552 | 22.26% | |
| KLAC |
Kla Corp
Technology
|
Added | 7,851 | $2,368,725 | 3.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 8,589 | $2,047,102 | 2.76% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 5,881 | $2,005,538 | 2.70% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,249 | $1,808,210 | 2.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 4,461 | $1,594,227 | 2.15% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 7,773 | $1,555,299 | 2.10% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,121 | $1,344,561 | 1.81% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,563 | $1,329,070 | 1.79% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,410 | $1,319,012 | 1.78% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,115 | $1,176,691 | 1.59% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 2,565 | $1,092,997 | 1.47% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,869 | $1,052,789 | 1.42% | |
| BA |
Boeing Co
Industrials
|
Added | 4,582 | $991,865 | 1.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,826 | $925,034 | 1.25% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 13,361 | $761,309 | 1.03% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 694 | $739,040 | 1.00% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 1,407 | $730,148 | 0.98% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 686 | $693,799 | 0.93% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 1,750 | $596,295 | 0.80% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Added | 186 | $594,444 | 0.80% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 605 | $591,762 | 0.80% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,681 | $576,734 | 0.78% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 1,123 | $563,027 | 0.76% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 1,585 | $545,747 | 0.74% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 3,482 | $527,523 | 0.71% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,285 | $453,193 | 0.61% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 3,673 | $394,847 | 0.53% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 5,160 | $368,424 | 0.50% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.