Long-term investor

Tandem Wealth Advisors LLC @tandemwealthadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001842557).

Record

  • Tracked since 2025-06-30 (449 days), 28 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.1% · 1 year n/a · all -0.0%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78467Y107 · 11.5% · long · since 2025-06-30
  • 464287465 · 10.1% · long · since 2025-06-30
  • 464287234 · 9.5% · long · since 2025-09-30
  • 464287226 · 9.3% · long · since 2025-06-30
  • 92206C409 · 8.8% · long · since 2025-06-30
  • 46434V621 · 7.0% · long · since 2025-06-30
  • 78462F103 · 6.6% · long · since 2025-06-30
  • 46137V357 · 6.0% · long · since 2025-06-30
  • 46429B655 · 5.5% · long · since 2026-06-30
  • 464288588 · 5.0% · long · since 2025-06-30
  • 92204A702 · 3.0% · long · since 2025-06-30
  • 92204A603 · 1.5% · long · since 2026-03-31

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