Tandem Wealth Advisors LLC

Registered adviser

CIK

1842557

Location

PHOENIX, AZ

Portfolio Value

Small $251,247,491

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,780 / 8,827 ▼ 53

Top Industry

Software - Infrastructure 11.6%

Period ended 4 months ago

Filed Aug 13, 2026 · 3mo

15 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 157794

Roster of Nov 1, 2026

Regulatory AUM

$261,539,225

Main clients

Individuals and high net worth (88% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
May 2026 to Nov 2026	$261,539,225	Individuals and high net worth (88%)
Apr 2025 to Apr 2026	$223,381,718	Individuals and high net worth (86%)
Apr 2024 to Mar 2025	$196,599,088	Individuals and high net worth (85%)
May 2023 to Mar 2024	$179,934,133	Individuals and high net worth (84%)
Apr 2023	$179,934,133	Individuals and high net worth (84%)
Apr 2022 to Mar 2023	$221,976,075	Individuals and high net worth (83%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 88.4% of the book (60%+)

Turnover

Low turnover

29.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 12.2 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 82.7%; sector active share 75.7% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

48 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

36.8%

−1.0 pts

Top 5

73.1%

−1.0 pts

Top 10

88.4%

−1.0 pts

HHI

1,780

Moderately concentrated−69

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.6%	$222,500,079	20
Technology	4.1%	$10,243,533	6
Industrials	1.5%	$3,810,511	5
Consumer Cyclical	1.4%	$3,622,262	4
Financial Services	1.4%	$3,553,171	5
Communication Services	1.2%	$3,015,440	3
Healthcare	0.8%	$1,907,588	2
Consumer Defensive	0.5%	$1,319,012	1
Basic Materials	0.5%	$1,275,895	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+53,234	62,550	$7,475,976
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+12,152	278,252	$21,990,255
EFA	iShares MSCI EAFE ETF	+9,285	244,341	$25,382,143
KLAC	Kla Corp	+7,080	7,851	$2,368,725
MBB	iShares MBS ETF	+6,703	133,260	$12,595,735
DGRO	iShares Core Dividend Growth ETF	+5,132	231,146	$17,518,555
SCHB	Schwab U.S. Broad Market ETF	+2,936	22,524	$652,295
RSP	Victory Portfolios II	+1,413	71,243	$15,158,373
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+1,121	17,567	$796,487
VFH	VANGUARD FINANCIALS INDEX FUND	+958	28,535	$3,755,206
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+920	16,869	$895,912
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	+765	12,980	$571,509
BAC	Bank Of America Corp	+722	13,361	$761,309
MDY	Spdr S&P Midcap 400 ETF Trust	+495	41,156	$28,946,661
VIS	VANGUARD INDUSTRIALS INDEX FUND	+329	10,685	$3,850,660
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	+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
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
AGG	iShares Core U.S. Aggregate Bond ETF	−108,600	235,324	$23,292,369
EEM	iShares MSCI Emerging Markets ETF	−8,581	347,610	$23,780,000
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−8,386	23,241	$1,706,121
SPY	Spdr S&P 500 ETF Trust	−1,079	22,120	$16,518,552
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−531	9,495	$3,513,529
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
FLOT	iShares Floating Rate Bond ETF	269,317	$13,748,632
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

48 tracked positions · $251,247,491 total · filing declares 48 positions · $251,247,866 · as of Jun 30, 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	Held (qtrs)	Est. cost/share	% of Portfolio
MDY	Spdr S&P Midcap 400 ETF Trust	Added	41,156	+495	$28,946,661	+15.4%	15	before history	11.52%
EFA	iShares MSCI EAFE ETF	Added	244,341	+9,285	$25,382,143	+11.2%	15	before history	10.10%
EEM	iShares MSCI Emerging Markets ETF	Reduced	347,610	-8,581	$23,780,000	+17.6%	4	$53.30	9.46%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	235,324	-108,600	$23,292,369	−31.8%	15	before history	9.27%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	278,252	+12,152	$21,990,255	+4.3%	15	before history	8.75%
DGRO	iShares Core Dividend Growth ETF	Added	231,146	+5,132	$17,518,555	+10.4%	11	unpriced	6.97%
SPY	Spdr S&P 500 ETF Trust	Reduced	22,120	-1,079	$16,518,552	+9.5%	15	before history	6.57%
RSP	Victory Portfolios II	Added	71,243	+1,413	$15,158,373	+13.1%	15	before history	6.03%
FLOT	iShares Floating Rate Bond ETF	NEW	269,317	NEW	$13,748,632	NEW	1	unpriced	5.47%
MBB	iShares MBS ETF	Added	133,260	+6,703	$12,595,735	+4.8%	15	before history	5.01%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	62,550	+53,234	$7,475,976	+15.0%	15	before history	2.98%
VIS	VANGUARD INDUSTRIALS INDEX FUND	Added	10,685	+329	$3,850,660	+19.1%	2	unpriced	1.53%
VFH	VANGUARD FINANCIALS INDEX FUND	Added	28,535	+958	$3,755,206	+12.7%	6	unpriced	1.49%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	9,495	-531	$3,513,529	+9.2%	15	before history	1.40%
KLAC	Kla Corp Technology	Added	7,851	+7,080	$2,368,725	+108.7%	14	unpriced	0.94%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,589	+232	$2,047,102	+17.6%	15	before history	0.81%
PANW	Palo Alto Networks Inc Technology	Added	5,881	+170	$2,005,538	+119.0%	6	$185.22	0.80%
AAPL	Apple Inc. Technology	Added	6,249	+276	$1,808,210	+19.3%	15	before history	0.72%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	23,241	-8,386	$1,706,121	−26.7%	15	before history	0.68%
GOOGL	Alphabet Inc. Communication Services	Added	4,461	+165	$1,594,227	+29.0%	15	before history	0.63%
NVDA	Nvidia Corp Technology	Added	7,773	+253	$1,555,299	+18.6%	15	before history	0.62%
LLY	ELI LILLY & Co Healthcare	Added	1,121	+78	$1,344,561	+40.2%	15	before history	0.54%
MSFT	Microsoft Corp Technology	Added	3,563	+209	$1,329,070	+7.0%	15	before history	0.53%
COST	Costco Wholesale Corp Consumer Defensive	Added	1,410	+80	$1,319,012	−0.5%	15	before history	0.52%
AVGO	Broadcom Inc. Technology	Added	3,115	+94	$1,176,691	+25.8%	15	before history	0.47%
ETN	Eaton Corp plc Industrials	Added	2,565	+136	$1,092,997	+25.8%	9	$329.07	0.44%
META	Meta Platforms, Inc. Communication Services	Added	1,869	+120	$1,052,789	+5.2%	9	$549.83	0.42%
BA	Boeing Co Industrials	Added	4,582	+325	$991,865	+17.1%	4	$224.53	0.39%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,826	+171	$925,034	+18.4%	15	before history	0.37%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	16,869	+920	$895,912	−8.3%	15	before history	0.36%
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	Added	17,567	+1,121	$796,487	+5.5%	7	unpriced	0.32%
BAC	Bank Of America Corp Financial Services	Added	13,361	+722	$761,309	+23.6%	12	$39.66	0.30%
CAT	Caterpillar Inc Industrials	Added	694	+21	$739,040	+55.0%	15	before history	0.29%
LIN	Linde PLC Basic Materials	Added	1,407	+71	$730,148	+10.2%	14	$388.56	0.29%
GS	Goldman Sachs Group Inc Financial Services	Added	686	+36	$693,799	+26.2%	5	$668.51	0.28%
SCHB	Schwab U.S. Broad Market ETF	Added	22,524	+2,936	$652,295	+32.7%	3	$26.38	0.26%
CB	Chubb Ltd Financial Services	Added	1,750	+110	$596,295	+11.6%	15	before history	0.24%
AZO	Autozone Inc Consumer Cyclical	Added	186	+12	$594,444	+1.1%	13	$3,309.36	0.24%
PH	Parker-Hannifin Corp Industrials	Added	605	+41	$591,762	+17.2%	8	$637.10	0.24%
V	Visa Inc. Financial Services	Added	1,681	+113	$576,734	+21.7%	15	before history	0.23%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	Added	12,980	+765	$571,509	+14.6%	12	unpriced	0.23%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,123	+75	$563,027	+9.3%	15	before history	0.22%
SHW	Sherwin Williams Co Basic Materials	Added	1,585	+125	$545,747	+16.6%	10	$329.14	0.22%
TJX	Tjx Companies Inc Consumer Cyclical	Added	3,482	+213	$527,523	+1.0%	15	before history	0.21%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,285	+104	$453,193	+16.7%	13	$325.98	0.18%
UPS	United Parcel Service Inc Industrials	Added	3,673	+285	$394,847	+18.5%	2	$106.99	0.16%
NFLX	Netflix Inc Communication Services	Added	5,160	+218	$368,424	−22.5%	7	unpriced	0.15%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	5,197	+102	$351,109	+16.4%	3	$57.58	0.14%

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.