Brian Dechow
Tandem Wealth Advisors Llc
Assets Managed
$224.295M
Holdings
47
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
0.57%(2Q avg: 3.31%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Tandem Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 47 positions.
Assets under management
The assets under management (AUM) of Tandem Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 224.295M in assets, with a quarterly growth rate of 0.57% and a 2-quarter average growth rate of 3.31%. The portfolio is managed by Brian Dechow, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AGG Ishares Core U.s. Aggregate
| 15.23% | $34.141M 343,924 shares@ $99.27 avg price | Decreased -6.63% |
MDY Spdr S&p Midcap 400 Etf Trst
| 11.19% | $25.078M 40,661 shares@ $616.76 avg price | Decreased -1.54% |
EFA Ishares Msci Eafe Etf
| 10.18% | $22.831M 235,056 shares@ $97.13 avg price | Increased 2.96% |
VCSH Vanguard S T Corp Bond Etf
| 9.41% | $21.094M 266,100 shares@ $79.27 avg price | Increased 45.11% |
EEM Ishares Msci Emerging Market
| 9.02% | $20.228M 356,191 shares@ $56.79 avg price | Increased 55.81% |
DGRO Ishares Core Dividend Growth
| 7.08% | $15.862M 226,014 shares@ $70.18 avg price | Increased 0.29% |
SPY Spdr S&p 500 Etf Trust
| 6.73% | $15.087M 23,199 shares@ $650.35 avg price | Decreased -66.81% |
RSP Invesco S&p 500 Equal Weight
| 5.98% | $13.402M 69,830 shares@ $191.92 avg price | Increased 8.22% |
MBB Ishares Mbs Etf
| 5.36% | $12.017M 126,557 shares@ $94.95 avg price | Decreased -28.11% |
VGT Vanguard Info Tech Etf
| 2.9% | $6.5M 9,316 shares@ $697.72 avg price | Decreased -29.31% |
1-10 of 47