Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Tandem Wealth Advisors LLC

•CIK: 1842557•Filing: Q4 2025

**Tandem Wealth Advisors LLC** manages $223M across a diversified portfolio of 47 positions. The strategy exhibits a notable allocation toward fixed income and broad market exposure, highlighted by the largest holding in AGG at $42.7M. Significant weight is also placed in international and sector-specific equities, with MDY at $25.5M and EFA at $18.4M. The top ten holdings represent a concentrated view spanning core indices (SPY, DGRO) and targeted asset classes (VCSH, EEM).

Total AUM

$223.0M

QoQ Performance

+6.0%

Positions

47

Top 10 Concentration

83.6%

Latest Filing

Q4 2025

Top Holdings Allocation

AGG

MDY

EFA

SPY

DGRO

MBB

VCSH

RSP

AGG19.2%

MDY11.4%

EFA8.2%

SPY7.8%

DGRO7.3%

MBB7.0%

VCSH6.6%

RSP6.1%

📈 Biggest Buys

SPDR S&P 500 ETF

+172.8%

7.8% of portfolio

SPDR S&P Mid Cap 400 ETF

+34.1%

11.4% of portfolio

iShares MSCI EAFE ETF

+23.7%

8.2% of portfolio

iShares MBS ETF

+12.6%

7.0% of portfolio

Vanguard Information Technology Index Fund ETF

+15.2%

3.8% of portfolio

📉 Biggest Sells

iShares Core U.S. Aggregate Bond ETF

-8.4%

19.2% of portfolio

Invesco S&P 500 Equal Weight ETF

-8.5%

6.1% of portfolio

iShares Core Dividend Growth ETF

-4.5%

7.3% of portfolio

iShares MSCI Emerging Markets ETF

-4.5%

6.1% of portfolio

Vanguard Total Stock Market ETF

-1.7%

1.9% of portfolio

Sector Breakdown

Other84.1%

ETF7.8%

Technology3.5%

Consumer1.4%

Financial1.3%

Healthcare0.8%

Industrial0.5%

Materials0.4%

🚪 Exited Positionssold since Q3 2025

Argent Mid Cap ETF

SOLD

$5.9M

PNC FINL SVCS GROUP INC COM

SOLD

$606.5K

Changes from Q3 2025

NEW2 new positions

↑40 increased

↓5 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

iShares Core U.S. Aggregate Bond ETF

SPDR S&P Mid Cap 400 ETF

iShares MSCI EAFE ETF

SPDR S&P 500 ETF

iShares Core Dividend Growth ETF

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