Tandem Wealth Advisors LLC
All 13F Filings
- Location
- Phoenix, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 223,038
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 23.35 K | 10.5% | 3.734 K | 0 | 3.734 K |
| ETFs | 199.7 K | 89.5% | 8.977 K | 0 | 8.977 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
223,038
Holdings
47
QoQ value change ($000)
12,710
(6.0%)
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.