Holdings
Tandem Wealth Advisors LLC
As of Jun 30, 2026, Tandem Wealth Advisors LLC reported 25 positions worth US$26.3M. Largest: Kla Corporation, Amazon.com, Inc. and Palo Alto Networks, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Kla Corporation | 7,851 | US$2.37M | +7,080 | Jun 30, 2026 |
| Amazon.com, Inc. | 8,589 | US$2.05M | +232 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 5,881 | US$2.01M | +170 | Jun 30, 2026 |
| Apple Inc | 6,249 | US$1.81M | +276 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,461 | US$1.59M | +165 | Jun 30, 2026 |
| Nvidia Corporation | 7,773 | US$1.56M | +253 | Jun 30, 2026 |
| Eli Lilly And Company | 1,121 | US$1.34M | +78 | Jun 30, 2026 |
| Microsoft Corp. | 3,563 | US$1.33M | +209 | Jun 30, 2026 |
| Costco Wholesale Corporation | 1,410 | US$1.32M | +80 | Jun 30, 2026 |
| Broadcom Inc. | 3,115 | US$1.18M | +94 | Jun 30, 2026 |