Notify me when Tandem Wealth Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 47 | $205,627,435 | +$19,471,785 | -$13,167,771 | +$6,304,014 | AGG, MDY, EFA, DGRO, MBB | 13F-HR | 12 Feb 2026, 15:15 |
| Q3 2025 | 47 | $210,328,054 | +$19,538,965 | -$20,496,486 | -$957,521 | AGG, MDY, EFA, SPY, DGRO | 13F-HR | 14 Nov 2025, 15:40 |
| Q2 2025 | 49 | $202,226,741 | +$30,439,380 | -$27,567,189 | +$2,872,191 | AGG, EFA, MDY, SPY, DGRO | 13F-HR | 14 Aug 2025, 14:10 |
| Q1 2025 | 53 | $191,201,025 | +$5,439,025 | -$7,467,133 | -$2,028,108 | AGG, MDY, EFA, MBB, VCSH | 13F-HR | 14 May 2025, 16:05 |
| Q4 2024 | 52 | $195,971,880 | +$16,331,606 | -$13,858,659 | +$2,472,947 | AGG, MDY, EFA, MBB, SPY | 13F-HR | 13 Feb 2025, 12:32 |
| Q3 2024 | 49 | $197,355,083 | +$5,607,097 | -$4,577,908 | +$1,029,189 | AGG, MDY, EFA, MBB, DGRO | 13F-HR | 13 Nov 2024, 15:11 |
| Q2 2024 | 50 | $186,594,464 | +$4,018,669 | -$482,271 | +$3,536,398 | AGG, EFA, MDY, MBB, VCSH | 13F-HR | 08 Aug 2024, 12:04 |
| Q1 2024 | 49 | $181,966,412 | +$5,391,371 | -$3,918,328 | +$1,473,043 | AGG, EFA, MDY, MBB, VCSH | 13F-HR | 09 May 2024, 12:42 |
| Q4 2023 | 66 | $173,428,593 | +$11,630,960 | -$15,656,946 | -$4,025,986 | AGG, EFA, MDY, MBB, VCSH | 13F-HR | 17 Jan 2024, 12:37 |
| Q3 2023 | 59 | $163,672,660 | +$5,081,186 | -$631,756 | +$4,449,430 | AGG, EFA, MDY, VCSH, MBB | 13F-HR | 27 Oct 2023, 14:26 |
| Q2 2023 | 50 | $165,324,786 | +$2,019,471 | -$2,386,857 | -$367,386 | AGG, EFA, MDY, VCSH, MBB | 13F-HR | 16 Aug 2023, 14:11 |
| Q1 2023 | 46 | $160,683,918 | +$13,160,958 | -$16,857,013 | -$3,696,055 | AGG, EFA, MDY, VCSH, MBB | 13F-HR | 07 Jul 2023, 13:37 |
| Q4 2022 | 83 | $157,414,794 | $0 | $0 | $0 | AGG, EFA, VCSH, MBB, MDY | 13F-HR | 23 Feb 2023, 15:10 |