Tandem Wealth Advisors LLC - Q42025 Holdings
Tandem Wealth Advisors LLC holds 47 stocks with a total portfolio value of $ 223.04M as of Q42025. In Q42025, Tandem Wealth Advisors LLC added 2 new positions, increased stakes in 40 stocks, reduced 5 holdings, and fully exited 2 positions. The largest holding is Ishares Core U.S. Aggregate Bond Etf (AGG), representing 19.16% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options