Tandem Wealth Advisors LLC ETF holdings
Phoenix, AZ
Reported $222.5M in 20 ETFs in its Form 13F for June 30, 2026.
ETF value
$222.5M
ETFs held
20
Change from prior quarter
+10.5%
With price moves
ETFs as a share of its 13F
88.6%
of $251.2M
Top 10 of 20 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $28.9M | 41,156 | +495 shares |
| EFA | iShares MSCI EAFE ETF | $25.4M | 244,341 | +9,285 shares |
| EEM | iShares MSCI Emerging Markets ETF | $23.8M | 347,610 | −8,581 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $23.3M | 235,324 | −108,600 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $22.0M | 278,252 | +12,152 shares |
| DGRO | iShares Core Dividend Growth ETF | $17.5M | 231,146 | +5,132 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $16.5M | 22,120 | −1,079 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $15.2M | 71,243 | +1,413 shares |
| FLOT | iShares Floating Rate Bond ETF | $13.7M | 269,317 | New position |
| MBB | iShares MBS ETF | $12.6M | 133,260 | +6,703 shares |
10 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001842557. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Tandem Wealth Advisors LLC own?
Tandem Wealth Advisors LLC reported 20 ETF positions worth $222.5M in its Form 13F for June 30, 2026. The largest was MDY, at $28.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.