Tandem Wealth Advisors LLC
Annual return '25
+31.9%
SPY '25
+17.7%
Alpha
+14.1ptsvs SPY
Invested
$224.3M
Holdings
49
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
iShares Core U.S. Aggregate Bond ETF
Held since at least Q1 2024
15.2%
02
$MDY
SPDR S&P Mid Cap 400 ETF
Held since at least Q1 2024
11.2%
03
$EFA
iShares MSCI EAFE ETF
Held since at least Q1 2024
10.2%
04
$VCSH
Vanguard Short-Term Corporate Bond Index Fund ETF
Held since at least Q1 2024
9.4%
05
$EEM
iShares MSCI Emerging Markets ETF
Held since at least Q1 2024
9.0%
06
$DGRO
iShares Core Dividend Growth ETF
Held since at least Q1 2024
7.1%
07
$SPY
SPDR S&P 500 ETF
Q4 2025: New position (1.4k shares)
6.7%
08
$RSP
Invesco S&P 500 Equal Weight ETF
Q1 2026: Sold 0.8% (56.0k → 55.6k shares)
6.0%
09
$MBB
iShares MBS ETF
Held since at least Q1 2024
5.4%
10
$VGT
Vanguard Information Technology Index Fund ETF
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:31 UTC.