Tandem Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$224,295
Net value change ($000)
+1,257 (0.6%)
New positions
2
Sold out positions
2
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 6,668 49.2%
VCSH 6,476 44.3%
EFA 4,466 24.3%
VIS 3,233 NEW
BA 357 72.9%
UPS 333 NEW
SCHB 229 87.1%
NFLX 201 73.4%
AMZN 195 12.6%
COST 195 17.3%
Top Reduces (Value $000, Stocks/ETFs)
AGG -8,586 -20.1%
MBB -3,654 -23.3%
SPY -2,324 -13.3%
VGT -2,063 -24.1%
VTI -1,003 -23.8%
ICE -776 -100.0%
BND -757 -24.5%
DGRO -504 -3.1%
MDY -395 -1.6%
BX -372 -100.0%
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