Tandem Wealth Advisors LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 13, 2025
Value $: $196M
Signature - Title: Brian Dechow - Compliance Consultant
Location: Phoenix, AZ
Summary: This page shows a list of all the recent 13F filings made by Tandem Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tandem Wealth Advisors LLC reported 52 stock holdings with total value $196M as of Q4 2024. Top holdings included AGG, MDY, EFA, MBB, and SPY.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	52	$196M	+$16.3M	-$13.9M	+$2.47M	AGG, MDY, EFA, MBB, SPY	13F-HR	2/13/2025, 12:32 PM
Q3 2024	49	$197M	+$5.61M	-$4.58M	+$1.03M	AGG, MDY, EFA, MBB, DGRO	13F-HR	11/13/2024, 03:11 PM
Q2 2024	50	$187M	+$4.02M	-$482K	+$3.54M	AGG, EFA, MDY, MBB, VCSH	13F-HR	8/8/2024, 12:04 PM
Q1 2024	49	$182M	+$5.39M	-$3.92M	+$1.47M	AGG, EFA, MDY, MBB, VCSH	13F-HR	5/9/2024, 12:42 PM
Q4 2023	66	$173M	+$11.6M	-$15.7M	-$4.03M	AGG, EFA, MDY, MBB, VCSH	13F-HR	1/17/2024, 12:37 PM
Q3 2023	59	$164M	+$5.08M	-$632K	+$4.45M	AGG, EFA, MDY, VCSH, MBB	13F-HR	10/27/2023, 02:26 PM
Q2 2023	50	$165M	+$2.02M	-$2.39M	-$367K	AGG, EFA, MDY, VCSH, MBB	13F-HR	8/16/2023, 02:11 PM
Q1 2023	46	$161M	+$13.2M	-$16.9M	-$3.7M	AGG, EFA, MDY, VCSH, MBB	13F-HR	7/7/2023, 01:37 PM
Q4 2022	83	$157M	$0	$0		AGG, EFA, VCSH, MBB, MDY	13F-HR	2/23/2023, 03:10 PM

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