Tandem Wealth Advisors
Tandem Wealth Advisors reported 48 stocks worth $251M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are MDY (11.5%), EFA (10.1%) and EEM (9.5%). Compared with Q1 2026, the fund opened new positions in FLOT, added to MDY, EFA and VCSH and trimmed EEM, AGG and SPY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MDY Spdr S&P Midcap 400 ETF TR | $28.9M | 11.5% | 41K | +495 (+1%) | 8 of 8 | |
| 2 |  EFA Ishares TR | $25.4M | 10.1% | 244K | +9,285 (+4%) | 8 of 8 | |
| 3 |  EEM Ishares Msci Emerging | $23.8M | 9.5% | 348K | −8,581 (−2%) | 7 of 8 | |
| 4 |  AGG Ishares TR | $23.3M | 9.3% | 235K | −109K (−32%) | 8 of 8 | |
| 5 |  VCSH Vanguard Scottsdale Fds | $22M | 8.8% | 278K | +12K (+5%) | 8 of 8 | |
| 6 |  DGRO Ishares TR | $17.5M | 7.0% | 231K | +5,132 (+2%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $16.5M | 6.6% | 22K | −1,079 (−5%) | 8 of 8 | |
| 8 |  RSP Invesco Exchange Traded FD T | $15.2M | 6.0% | 71K | +1,413 (+2%) | 8 of 8 | |
| 9 |  FLOT Ishares TR | $13.7M | 5.5% | 269K | New position | 1 of 8 | |
| 10 |  MBB Ishares TR | $12.6M | 5.0% | 133K | +6,703 (+5%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tandem Wealth Advisors 13F FAQ
What does Tandem Wealth Advisors own?
Tandem Wealth Advisors reported 48 stocks worth $251M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are MDY (11.5%), EFA (10.1%) and EEM (9.5%). The table above lists every position in the filing (the top 10 without an account).
What did Tandem Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 42 added to, 5 trimmed and 0 sold out. New positions include FLOT.
When will Tandem Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tandem Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $251M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.