Tandem Wealth Advisors LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 251,248
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 48 | 251,248 | 13F-HR | Tandem Wealth Advisors LLC |
| Q1 2026 | 5/6/2026 | 47 | 224,295 | 13F-HR | Tandem Wealth Advisors LLC |
| Q4 2025 | 2/12/2026 | 47 | 223,038 | 13F-HR | Tandem Wealth Advisors LLC |
| Q3 2025 | 11/14/2025 | 47 | 210,328 | 13F-HR | Tandem Wealth Advisors LLC |
| Q2 2025 | 8/14/2025 | 49 | 202,227 | 13F-HR | Tandem Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.75 K | 11.4% | 5.827 K | 0 | 5.827 K |
| ETFs | 222.5 K | 88.6% | 21.13 K | 0 | 21.13 K |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
251,248
Holdings
48
QoQ value change ($000)
26,953
(12.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.