Tandem Wealth Advisors LLC - Portfolio overview

Tandem Wealth Advisors LLC has 51 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AGG - iShares Core U.S. Aggregate Bond ETF, 14.73%
2. MDY - SPDR S&P Mid Cap 400 ETF, 10.82%
3. EFA - iShares MSCI EAFE ETF, 9.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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