Tandem Wealth Advisors LLC reported 48 holdings worth US$251M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Tandem Wealth Advisors LLC reported 48 holdings worth US$251M as of Jun 30, 2026. Largest: Kla Corporation, Amazon.com, Inc. and Palo Alto Networks, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 48
- Value as reported
- US$251M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Kla Corporation | 7,851 | US$2.37M | 0.94% |
| Amazon.com, Inc. | 8,589 | US$2.05M | 0.81% |
| Palo Alto Networks, Inc. | 5,881 | US$2.01M | 0.80% |
| Apple Inc | 6,249 | US$1.81M | 0.72% |
| Alphabet Inc (google) Class C | 4,461 | US$1.59M | 0.63% |
| Nvidia Corporation | 7,773 | US$1.56M | 0.62% |
| Eli Lilly And Company | 1,121 | US$1.34M | 0.54% |
| Microsoft Corp. | 3,563 | US$1.33M | 0.53% |
| Costco Wholesale Corporation | 1,410 | US$1.32M | 0.52% |
| Broadcom Inc. | 3,115 | US$1.18M | 0.47% |
| Meta Platforms, Inc. | 1,869 | US$1.05M | 0.42% |
| Boeing Company (the) | 4,582 | US$992K | 0.39% |
| Jp Morgan Chase & Co. | 2,826 | US$925K | 0.37% |
| Bank Of America Corporation | 13,361 | US$761K | 0.30% |
| Caterpillar, Inc. | 694 | US$739K | 0.29% |
| Goldman Sachs Group, Inc. (the) | 686 | US$694K | 0.28% |
| Autozone, Inc. | 186 | US$594K | 0.24% |
| Parker-hannifin Corporation | 605 | US$592K | 0.24% |
| Visa Inc. | 1,681 | US$577K | 0.23% |
| Thermo Fisher Scientific Inc | 1,123 | US$563K | 0.22% |
| Sherwin-williams Company (the) | 1,585 | US$546K | 0.22% |
| Tjx Companies, Inc. (the) | 3,482 | US$528K | 0.21% |
| Home Depot, Inc. (the) | 1,285 | US$453K | 0.18% |
| United Parcel Service, Inc. | 3,673 | US$395K | 0.16% |
| Netflix, Inc. | 5,160 | US$368K | 0.15% |