Tandem Wealth Advisors LLC

Q3 2025 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
47
Total value ($000)
$210,328
Net value change ($000)
+8,101 (4.0%)
New positions
2
Sold out positions
4
Turnover %
9.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EEM 12,780 NEW
AGG 3,206 8.6%
MBB 1,202 8.8%
VCSH 1,161 9.1%
DGRO 791 5.2%
BA 402 NEW
MDY 325 1.8%
RSP 324 2.5%
AZO 248 91.5%
SPY 245 1.5%
Top Reduces (Value $000, Stocks/ETFs)
EFA -6,487 -27.3%
VPU -5,025 -100.0%
VGT -452 -5.0%
PG -346 -100.0%
UNH -285 -100.0%
AVGO -262 -26.3%
FTNT -227 -100.0%
AMID -207 -3.4%
META -171 -14.9%
NVDA -124 -11.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type