Institutional Fund
Tandem Wealth Advisors LLC
Phoenix, AZCIK 18425575 filings on record
Portfolio Value
$224.30M
Q1 2026
Holdings
47
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+0.6%
from $223.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr15.2%
- Spdr S&P Midcap 400 ETF Tr11.2%
- Ishares Tr10.2%
- Vanguard Scottsdale Fds9.4%
- Ishares Tr9.0%
- Ishares Tr7.1%
- Other37.9%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 343.9K | $34.14M | 15.2% | −24.4K | Reduced |
| 2 | Spdr S&P Midcap 400 ETF Tr | 40.7K | $25.08M | 11.2% | −638 | Reduced |
| 3 | Ishares Tr | 235.1K | $22.83M | 10.2% | +6.7K | Added |
| 4 | Vanguard Scottsdale Fds | 266.1K | $21.09M | 9.4% | +82.7K | Added |
| 5 | Ishares Tr | 356.2K | $20.23M | 9.0% | +127.6K | Added |
| 6 | Ishares Tr | 226.0K | $15.86M | 7.1% | +653 | Added |
| 7 | Spdr S&P 500 ETF Tr | 23.2K | $15.09M | 6.7% | −46.7K | Reduced |
| 8 | Invesco Exchange Traded Fd T | 69.8K | $13.40M | 6.0% | +5.3K | Added |
| 9 | Ishares Tr | 126.6K | $12.02M | 5.4% | −49.5K | Reduced |
| 10 | Vanguard World Fd | 9.3K | $6.50M | 2.9% | −3.9K | Reduced |
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