Tandem Wealth Advisors LLC holds a focused book of 48 reported positions worth $251.2M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). Their largest long position is State Street SPDR S&P Midcap at 12% of the reported non-option book.
Tandem Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
+2 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Tandem Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 48 | $4.4B |
| Hoffman, Alan N Investment Management | 7 / 48 | $155.7M |
| Uhlmann Price Securities, LLC | 22 / 48 | $2.4B |
| Ramsey Quantitative Systems | 5 / 48 | $95.4M |
| Draper Asset Management, LLC | 7 / 48 | $157.2M |
| HT Partners LLC | 17 / 48 | $286.2M |
| New World Advisors LLC | 24 / 48 | $461.8M |
| 9823 Capital, L.P. | 8 / 48 | $115.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Tandem Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR S&P Mid Cap 400 ETF ETF | $28.9M | 41.2K | 11.5% | ▲New New position | |
| 2 | iShares Msci Eafe ETF ETF | $25.4M | 244.3K | 10.1% | ▲New New position | |
| 3 | iShares MSCI Emerging Markets ETF ETF | $23.8M | 347.6K | 9.5% | ▲New New position | |
| 4 | iShares Core U.S. Aggregate Bond ETF ETF | $23.3M | 235.3K | 9.3% | ▲New New position | |
| 5 | Vanguard Short-Term Corporate Bond Index Fund ETF ETF | $22.0M | 278.3K | 8.8% | ▲New New position | |
| 6 | iShares Core Dividend Growth ETF ETF | $17.5M | 231.1K | 7.0% | ▲New New position | |
| 7 | SPDR S&P 500 ETF ETF | $16.5M | 22.1K | 6.6% | ▲New New position | |
| 8 | Invesco S&P 500 Equal Weight ETF ETF | $15.2M | 71.2K | 6.0% | ▲New New position | |
| 9 | iShares Floating Rate Bond ETF ETF | $13.7M | 269.3K | 5.5% | ▲New New position | |
| 10 | iShares MBS ETF ETF | $12.6M | 133.3K | 5.0% | ▲New New position | |
| 11 | Vanguard Information Technology Index Fund ETF ETF | $7.5M | 62.5K | 3.0% | ▲New New position | |
| 12 | Vanguard Industrials ETF ETF | $3.9M | 10.7K | 1.5% | ▲New New position | |
| 13 | Vanguard Financials Index Fund ETF ETF | $3.8M | 28.5K | 1.5% | ▲New New position | |
| 14 | Vanguard Total Stock Market ETF ETF | $3.5M | 9.5K | 1.4% | ▲New New position | |
| 15 | KLA Stock | $2.4M | 7.9K | 0.9% | ▲New New position | |
| 16 | Amazon Stock | $2.0M | 8.6K | 0.8% | ▲New New position | |
| 17 | Palo Alto Networks Stock | $2.0M | 5.9K | 0.8% | ▲New New position | |
| 18 | Apple Stock | $1.8M | 6.2K | 0.7% | ▲New New position | |
| 19 | Vanguard Total Bond Market ETF ETF | $1.7M | 23.2K | 0.7% | ▲New New position | |
| 20 | Alphabet Class A Stock | $1.6M | 4.5K | 0.6% | ▲New New position | |
| 21 | Nvidia Stock | $1.6M | 7.8K | 0.6% | ▲New New position | |
| 22 | Eli Lilly & Co Stock | $1.3M | 1.1K | 0.5% | ▲New New position | |
| 23 | Microsoft Stock | $1.3M | 3.6K | 0.5% | ▲New New position | |
| 24 | Costco Stock | $1.3M | 1.4K | 0.5% | ▲New New position | |
| 25 | Broadcom Stock | $1.2M | 3.1K | 0.5% | ▲New New position | |
| 26 | Eaton Corp Stock | $1.1M | 2.6K | 0.4% | ▲New New position | |
| 27 | Meta Class A Stock | $1.1M | 1.9K | 0.4% | ▲New New position | |
| 28 | Boeing Stock | $992K | 4.6K | 0.4% | ▲New New position | |
| 29 | JPMorgan Chase & Co Stock | $925K | 2.8K | 0.4% | ▲New New position | |
| 30 | Energy Select Sector SPDR ETF | $896K | 16.9K | 0.4% | ▲New New position | |
| 31 | Utilities Select Sector SPDR Fund ETF | $796K | 17.6K | 0.3% | ▲New New position | |
| 32 | Bank of America Stock | $761K | 13.4K | 0.3% | ▲New New position | |
| 33 | Caterpillar Stock | $739K | 694 | 0.3% | ▲New New position | |
| 34 | Linde Stock | $730K | 1.4K | 0.3% | ▲New New position | |
| 35 | Goldman Sachs Stock | $694K | 686 | 0.3% | ▲New New position | |
| 36 | Schwab U.S. Broad Market ETF ETF | $652K | 22.5K | 0.3% | ▲New New position | |
| 37 | Chubb Stock | $596K | 1.8K | 0.2% | ▲New New position | |
| 38 | AutoZone Stock | $594K | 186 | 0.2% | ▲New New position | |
| 39 | Parker-Hannifin Stock | $592K | 605 | 0.2% | ▲New New position | |
| 40 | Visa Stock | $577K | 1.7K | 0.2% | ▲New New position | |
| 41 | Real Estate Select Sector SPDR Fund ETF | $572K | 13.0K | 0.2% | ▲New New position | |
| 42 | Thermo Fisher Scientific Stock | $563K | 1.1K | 0.2% | ▲New New position | |
| 43 | Sherwin Williams Stock | $546K | 1.6K | 0.2% | ▲New New position | |
| 44 | TJX Companies Stock | $528K | 3.5K | 0.2% | ▲New New position | |
| 45 | Home Depot Stock | $453K | 1.3K | 0.2% | ▲New New position | |
| 46 | United Parcel Services Stock | $395K | 3.7K | 0.2% | ▲New New position | |
| 47 | Netflix Stock | $368K | 5.2K | 0.1% | ▲New New position | |
| 48 | State Street S&P 400 Mid Cap ETF ETF | $351K | 5.2K | 0.1% | ▲New New position |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1842557/holdings"
Use Arkolith to show Tandem Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 44d | 48 | $251.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.