Tandem Wealth Advisors LLC

Q4 2025 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$223,038
Net value change ($000)
+12,710 (6.0%)
New positions
2
Sold out positions
2
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
MDY 7,118 38.8%
AGG 2,392 5.9%
EFA 1,128 6.5%
MBB 793 5.3%
EEM 780 6.1%
VCSH 645 4.6%
GOOGL 468 48.0%
LLY 462 56.8%
NVDA 424 45.7%
SPMD 360 NEW
Top Reduces (Value $000, Stocks/ETFs)
AMID -5,875 -100.0%
PNC -606 -100.0%
AZO -14 -2.7%
NFLX -4 -1.4%
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