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The Analysis of Tandem Wealth Advisors LLC's Holdings & P&L

Currently, Tandem Wealth Advisors LLC holds 47 types of securities in its portfolio with a total value $224.3M. In the most recent quarter, they have increased their positions in EEM (+127.6K shares, valued at $7.2M), VCSH (+82.7K shares, valued at $6.6M), VIS (+10.4K shares, valued at $3.2M); decreased their positions in SPY (-46.7K shares, valued at $30.4M), MBB (-49.5K shares, valued at $4.7M), VGT (-3.9K shares, valued at $2.7M); initiated new positions in VIS (+10.4K shares, valued at $3.2M), UPS (+3.4K shares, valued at $333.3K).

1M P&L

+5.5M+2.37%

3M P&L

-40.1M-14.54%

HY P&L

-25.4M-9.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A188.0M

90.7%

2Software - Infrastructure2.2M

1.0%

3Internet Retail1.7M

0.8%

Top Industries by Stock Count

1N/A18 stocks

42.9%

2Software - Infrastructure2 stocks

4.8%

3Banks - Diversified2 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG iShares Core U.S. Aggregate Bond ETF343.9K shares-6.63%2026-03-312026-05-06

MDY SPDR S&P Mid Cap 400 ETF40.7K shares-1.54%2026-03-312026-05-06

EFA iShares MSCI EAFE ETF235.1K shares2.95%2026-03-312026-05-06

VCSH Vanguard Short-Term Corporate Bond Index Fund ETF266.1K shares45.11%2026-03-312026-05-06

EEM iShares MSCI Emerging Markets ETF356.2K shares55.80%2026-03-312026-05-06

DGRO iShares Core Dividend Growth ETF226.0K shares0.29%2026-03-312026-05-06

SPY SPDR S&P 500 ETF23.2K shares-66.82%2026-03-312026-05-06

Invesco S&P 500 Equal Weight ETF Invesco S&P 500 Equal Weight ETF69.8K shares8.21%2026-03-312026-05-06

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MBB iShares MBS ETF126.6K shares-28.12%2026-03-312026-05-06

VGT Vanguard Information Technology Index Fund ETF9.3K shares-29.31%2026-03-312026-05-06

VFH Vanguard Financials Index Fund ETF27.6K shares0.78%2026-03-312026-05-06

VIS Vanguard Industrials ETF10.4K sharesnew addition2026-03-312026-05-06

VTI Vanguard Total Stock Market ETF10.0K shares-20.33%2026-03-312026-05-06

BND Vanguard Total Bond Market ETF31.6K shares-24.10%2026-03-312026-05-06

AMZN Amazon8.4K shares24.75%2026-03-312026-05-06

AAPL Apple6.0K shares5.29%2026-03-312026-05-06

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COST Costco1.3K shares1.53%2026-03-312026-05-06

NVDA NVIDIA7.5K shares3.70%2026-03-312026-05-06

MSFT Microsoft3.4K shares8.05%2026-03-312026-05-06

Alphabet Class A Alphabet Class A4.3K shares-6.81%2026-03-312026-05-06

KLAC KLA771 shares-15.83%2026-03-312026-05-06

META Meta Class A1.7K shares5.11%2026-03-312026-05-06

XLE Energy Select Sector SPDR15.9K shares-12.36%2026-03-312026-05-06

LLY Eli Lilly & Co1.0K shares-12.13%2026-03-312026-05-06

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Broadcom Broadcom3.0K shares13.57%2026-03-312026-05-06

PANW Palo Alto Networks5.7K shares38.28%2026-03-312026-05-06

Eaton Corp Eaton Corp2.4K shares2.14%2026-03-312026-05-06

BA Boeing4.3K shares88.45%2026-03-312026-05-06

JPM JPMorgan Chase & Co2.7K shares13.56%2026-03-312026-05-06

XLU Utilities Select Sector SPDR Fund16.4K shares2.06%2026-03-312026-05-06

Linde Linde1.3K shares7.22%2026-03-312026-05-06

BAC Bank of America12.6K shares11.15%2026-03-312026-05-06

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AZO AutoZone174 shares16.78%2026-03-312026-05-06

GS Goldman Sachs650 shares-0.76%2026-03-312026-05-06

CB Chubb1.6K shares-7.50%2026-03-312026-05-06

TJX TJX Companies3.3K shares0.09%2026-03-312026-05-06

TMO Thermo Fisher Scientific1.0K shares9.62%2026-03-312026-05-06

PH Parker-Hannifin564 shares-11.60%2026-03-312026-05-06

XLRE Real Estate Select Sector SPDR Fund12.2K shares5.01%2026-03-312026-05-06

SCHB Schwab U.S. Broad Market ETF19.6K shares95.47%2026-03-312026-05-06

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CAT Caterpillar673 shares-28.18%2026-03-312026-05-06

NFLX Netflix4.9K shares69.25%2026-03-312026-05-06

V Visa1.6K shares14.79%2026-03-312026-05-06

SHW Sherwin Williams1.5K shares2.82%2026-03-312026-05-06

HD Home Depot1.2K shares12.80%2026-03-312026-05-06

UPS United Parcel Services3.4K sharesnew addition2026-03-312026-05-06

SPMD State Street S&P 400 Mid Cap ETF5.1K shares-18.05%2026-03-312026-05-06

AGG

iShares Core U.S. Aggregate Bond ETF

-6.63%

Shares343.9K

Event2026-03-31

Filed2026-05-06

MDY

SPDR S&P Mid Cap 400 ETF

-1.54%

Shares40.7K

Event2026-03-31

Filed2026-05-06

EFA

iShares MSCI EAFE ETF

2.95%

Shares235.1K

Event2026-03-31

Filed2026-05-06

VCSH

Vanguard Short-Term Corporate Bond Index Fund ETF

45.11%

Shares266.1K

Event2026-03-31

Filed2026-05-06

EEM

iShares MSCI Emerging Markets ETF

55.80%

Shares356.2K

Event2026-03-31

Filed2026-05-06

DGRO

iShares Core Dividend Growth ETF

0.29%

Shares226.0K

Event2026-03-31

Filed2026-05-06

SPY

SPDR S&P 500 ETF

-66.82%

Shares23.2K

Event2026-03-31

Filed2026-05-06

Invesco S&P 500 Equal Weight ETF

8.21%

Shares69.8K

Event2026-03-31

Filed2026-05-06

MBB

iShares MBS ETF

-28.12%

Shares126.6K

Event2026-03-31

Filed2026-05-06

VGT

Vanguard Information Technology Index Fund ETF

-29.31%

Shares9.3K

Event2026-03-31

Filed2026-05-06

VFH

Vanguard Financials Index Fund ETF

0.78%

Shares27.6K

Event2026-03-31

Filed2026-05-06

VIS

Vanguard Industrials ETF

New

Shares10.4K

Event2026-03-31

Filed2026-05-06

VTI

Vanguard Total Stock Market ETF

-20.33%

Shares10.0K

Event2026-03-31

Filed2026-05-06

BND

Vanguard Total Bond Market ETF

-24.10%

Shares31.6K

Event2026-03-31

Filed2026-05-06

AMZN

Amazon

24.75%

Shares8.4K

Event2026-03-31

Filed2026-05-06

AAPL

Apple

5.29%

Shares6.0K

Event2026-03-31

Filed2026-05-06

COST

Costco

1.53%

Shares1.3K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA

3.70%

Shares7.5K

Event2026-03-31

Filed2026-05-06

MSFT

Microsoft

8.05%

Shares3.4K

Event2026-03-31

Filed2026-05-06

Alphabet Class A

-6.81%

Shares4.3K

Event2026-03-31

Filed2026-05-06

KLAC

KLA

-15.83%

Shares771

Event2026-03-31

Filed2026-05-06