Portfolio (Quarterly) Guide ↗

Tandem Wealth Advisors LLC

· CIK 0001842557

13F Portfolio $224M AUM 47 positions Filed May 6, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 27 Added 16 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ICE	Intercontinental Exchange	Financial Services	4,792	$776K	0.35%	SOLD
2	BX	Blackstone	Financial Services	2,411	$372K	0.17%	SOLD

Sector Allocation

Financial Services 68.4%

Technology 11.2%

Consumer Cyclical 5.1%

Industrials 4.8%

Communication Services 4.3%

Healthcare 2.3%

Consumer Defensive 2.1%

Basic Materials 1.8%