Tandem Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$251,248
Net value change ($000)
+26,953 (12.0%)
New positions
1
Sold out positions
0
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FLOT 13,749 NEW
MDY 3,869 15.4%
EEM 3,552 17.6%
EFA 2,551 11.2%
RSP 1,756 13.1%
DGRO 1,657 10.4%
SPY 1,432 9.5%
KLAC 1,234 108.7%
PANW 1,090 119.0%
VGT 976 15.0%
Top Reduces (Value $000, Stocks/ETFs)
AGG -10,849 -31.8%
BND -623 -26.7%
NFLX -107 -22.5%
XLE -81 -8.3%
COST -6 -0.5%
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