Tandem Wealth Advisors LLC reported 28 positions worth $28.75M for the quarter ended Jun 30, 2026, up 25.4% on the prior quarter. It opened 0 new positions, added to 28, trimmed 0 and exited 0. Its largest holding is Kla Corp at 8.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| LLY ELI LILLY & Co | +78 | +7.5% | $93.56K | 4.68% |
| AAPL Apple Inc. | +276 | +4.6% | $79.86K | 6.29% |
| MSFT Microsoft Corp | +209 | +6.2% | $77.96K | 4.62% |
| COST Costco Wholesale Corp | +80 | +6.0% | $74.84K | 4.59% |
| BA Boeing Co | +325 | +7.6% | $70.35K | 3.45% |
| META Meta Platforms, Inc. | +120 | +6.9% | $67.59K | 3.66% |
| GOOGL Alphabet Inc. | +165 | +3.8% | $58.97K | 5.55% |
| PANW Palo Alto Networks Inc | +170 | +3.0% | $57.97K | 6.98% |
| ETN Eaton Corp plc | +136 | +5.6% | $57.95K | 3.8% |
| JPM Jpmorgan Chase & Co | +171 | +6.4% | $55.97K | 3.22% |
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | KLAC Kla Corp | Technology | 7,851 | $2.37M | 8.24% | +141 | +1.8% | Added | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 8,589 | $2.05M | 7.12% | +232 | +2.8% | Added | 0% |
| 3 | PANW Palo Alto Networks Inc | Technology | 5,881 | $2.01M | 6.98% | +170 | +3.0% | Added | 0% |
| 4 | AAPL Apple Inc. | Technology | 6,249 | $1.81M | 6.29% | +276 | +4.6% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 4,461 | $1.59M | 5.55% | +165 | +3.8% | Added | 0% |
| 6 | NVDA Nvidia Corp | Technology | 7,773 | $1.56M | 5.41% | +253 | +3.4% | Added | 0% |
| 7 | LLY ELI LILLY & Co | Healthcare | 1,121 | $1.34M | 4.68% | +78 | +7.5% | Added | 0% |
| 8 | MSFT Microsoft Corp | Technology | 3,563 | $1.33M | 4.62% | +209 | +6.2% | Added | 0% |
| 9 | COST Costco Wholesale Corp | Consumer Staples | 1,410 | $1.32M | 4.59% | +80 | +6.0% | Added | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 3,115 | $1.18M | 4.09% | +94 | +3.1% | Added | 0% |
| 11 | ETN Eaton Corp plc | Industrials | 2,565 | $1.09M | 3.8% | +136 | +5.6% | Added | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 1,869 | $1.05M | 3.66% | +120 | +6.9% | Added | 0% |
| 13 | BA Boeing Co | Industrials | 4,582 | $991.87K | 3.45% | +325 | +7.6% | Added | 0% |
| 14 | JPM Jpmorgan Chase & Co | Financial Services | 2,826 | $925.04K | 3.22% | +171 | +6.4% | Added | 0% |
| 15 | BAC Bank Of America Corp | Financial Services | 13.4K | $761.31K | 2.65% | +722 | +5.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Tandem Wealth Advisors.
As of its Q2 2026 13F filing, Tandem Wealth Advisors LLC’s five largest positions were Kla Corp (KLAC) at 8.2%, Amazon Com Inc (AMZN) at 7.1%, Palo Alto Networks Inc (PANW) at 7.0%, Apple Inc. (AAPL) at 6.3%, Alphabet Inc. (GOOGL) at 5.5% of the reported portfolio.
Tandem Wealth Advisors LLC reported a 13F portfolio worth $28.75M across 28 positions for Q2 2026. That is up 25.4% from the previous quarter.
Its largest purchases by value were ELI LILLY & Co ($93.56K), Apple Inc. ($79.86K), Microsoft Corp ($77.96K). It opened 0 new positions.
From the Form 13F-HR reports Tandem Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.