Tandem Wealth Advisors 13F annual report
Tandem Wealth Advisors is an investment fund managing more than $187 billion ran by Brian Dechow. There are currently 50 companies in Mr. Dechow’s portfolio. The largest investments include Ishares Aggregate Bond Etf and Ishares Msci Eafe Etf, together worth $54.8 billion.
$187 billion Assets Under Management (AUM)
As of 1st August 2024, Tandem Wealth Advisors’s top holding is 361,800 shares of Ishares Aggregate Bond Etf currently worth over $35.1 billion and making up 18.8% of the portfolio value.
In addition, the fund holds 250,976 shares of Ishares Msci Eafe Etf worth $19.7 billion.
The third-largest holding is S P Mid Cap 400 Dep Rcpts Mid Cap worth $17.5 billion and the next is iShares MBS ETF worth $12.5 billion, with 135,808 shares owned.
Currently, Tandem Wealth Advisors's portfolio is worth at least $187 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Tandem Wealth Advisors
The Tandem Wealth Advisors office and employees reside in Phoenix, Arizona. According to the last 13-F report filed with the SEC, Brian Dechow serves as the Compliance Consultant at Tandem Wealth Advisors.
Recent trades
In the most recent 13F filing, Tandem Wealth Advisors revealed that it had opened a new position in
Meta Platforms Inc and bought 838 shares worth $423 million.
This means they effectively own approximately 0.1% of the company.
Meta Platforms Inc makes up
15.2%
of the fund's Technology sector allocation and has grown its share price by 56.4% in the past year.
The investment fund also strengthened its position in Ishares Aggregate Bond Etf by buying
8,430 additional shares.
This makes their stake in Ishares Aggregate Bond Etf total 361,800 shares worth $35.1 billion.
On the other hand, there are companies that Tandem Wealth Advisors is getting rid of from its portfolio.
Tandem Wealth Advisors closed its position in Abbott Labs Com on 8th August 2024.
It sold the previously owned 2,324 shares for $264 million.
Brian Dechow also disclosed a decreased stake in Spdr Sp 500 Etf by approximately 0.1%.
This leaves the value of the investment at $11.2 billion and 20,579 shares.
One of the smallest hedge funds
The two most similar investment funds to Tandem Wealth Advisors are Focus Wealth Advisors and Bond & Devick Network. They manage $187 billion and $187 billion respectively.
Brian Dechow investment strategy
Tandem Wealth Advisors’s portfolio is diversified across 8 sectors.
Currently, their heaviest sector is Miscellaneous — making up 6.7% of
the total portfolio value.
The fund focuses on investments in the United States as
30.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
30% of the total holdings value.
On the other hand, small-cap stocks make up only 2.0% of the portfolio.
The average market cap of the portfolio companies is close to $422 billion.
The complete list of Tandem Wealth Advisors trades based on 13F SEC filings
These positions were updated on August 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Aggregate Bond Etf |
2.39%
361,800
|
$35,119,933,000 | 18.82% |
| Ishares Msci Eafe Etf |
1.51%
250,976
|
$19,658,928,000 | 10.54% |
| S P Mid Cap 400 Dep Rcpts Mid Cap |
1.01%
32,711
|
$17,503,007,000 | 9.38% |
| iShares MBS ETF |
2.34%
135,808
|
$12,468,534,000 | 6.68% |
| Vanguard Short-term Corporate Bond Etf |
2.09%
158,545
|
$12,251,734,000 | 6.57% |
| Spdr Sp 500 Etf |
0.23%
20,579
|
$11,199,472,000 | 6.00% |
| Ishares Core Dividend Growth Etf |
1.70%
191,098
|
$11,009,143,000 | 5.90% |
| Powershares Qqq Tr |
0.01%
19,910
|
$9,539,197,000 | 5.11% |
| Guggenheim Etf Trust Sp 500 Equal Weight |
2.20%
56,775
|
$9,326,998,000 | 5.00% |
| Ishares Sp Smallcap 600 Etf |
2.33%
74,038
|
$7,896,889,000 | 4.23% |
| Vanguard Information Technology |
0.06%
12,084
|
$6,967,254,000 | 3.73% |
| Ishares Msci Emerging Markets Etf |
1.36%
138,090
|
$5,881,269,000 | 3.15% |
| Vanguard Total Stk Mkt |
0.58%
18,743
|
$5,013,940,000 | 2.69% |
| Health Care Select Sector Spdr |
1.87%
31,802
|
$4,635,084,000 | 2.48% |
| Vanguard Total Bond Market Etf |
2.82%
31,632
|
$2,279,086,000 | 1.22% |
| Microsoft Corporation |
0.51%
2,729
|
$1,219,727,000 | 0.65% |
| Apple Inc |
No change
4,583
|
$965,271,000 | 0.52% |
| Alphabet Inc Cap Stk Cl A |
0.75%
4,997
|
$910,204,000 | 0.49% |
| Amazon.com Inc. |
0.63%
3,769
|
$728,359,000 | 0.39% |
| Costco Whsl Corp New Com |
No change
819
|
$696,142,000 | 0.37% |
| Nvidia Corporation Com |
866.37%
5,460
|
$674,528,000 | 0.36% |
| Eli Lilly Co Com |
0.72%
693
|
$627,428,000 | 0.34% |
| Broadcom Inc |
1.11%
357
|
$573,174,000 | 0.31% |
| Energy Select Sector Spdr |
0.83%
6,206
|
$565,677,000 | 0.30% |
| Kla Corp Com New |
No change
649
|
$535,107,000 | 0.29% |
| Pnc Finl Svcs Group Inc Com |
No change
3,018
|
$469,289,000 | 0.25% |
| Thermo Fisher Scientific Inc. |
No change
781
|
$431,893,000 | 0.23% |
| Visa Inc |
No change
1,643
|
$431,238,000 | 0.23% |
| Procter And Gamble Co Com |
No change
2,580
|
$425,494,000 | 0.23% |
| Meta Platforms Inc |
Opened
838
|
$422,536,000 | 0.23% |
| Jpmorgan Chase Co |
No change
2,000
|
$404,520,000 | 0.22% |
| Unitedhealth Group Inc |
No change
781
|
$397,732,000 | 0.21% |
| Linde Plc Shs |
0.84%
825
|
$362,018,000 | 0.19% |
| Intercontinental Exchange Inc |
No change
2,642
|
$361,663,000 | 0.19% |
| Eaton Corp Plc Shs |
Opened
1,112
|
$348,668,000 | 0.19% |
| Adobe Inc |
No change
627
|
$348,324,000 | 0.19% |
| Chubb Limited Com |
No change
1,357
|
$346,144,000 | 0.19% |
| Caterpillar Inc. |
0.89%
1,006
|
$335,099,000 | 0.18% |
| Ge Healthcare Technologies Inc Common Stock |
No change
4,224
|
$329,134,000 | 0.18% |
| Tjx Cos Inc New Com |
31.30%
2,805
|
$308,831,000 | 0.17% |
| Bank America Corp Com |
No change
7,759
|
$308,575,000 | 0.17% |
| Blackstone Inc |
No change
2,426
|
$300,339,000 | 0.16% |
| NextEra Energy Inc |
No change
4,204
|
$297,685,000 | 0.16% |
| Abbott Labs Com |
Closed
2,324
|
$264,146,000 | |
| Honeywell Intl Inc Com |
No change
1,193
|
$254,753,000 | 0.14% |
| Real Estate Select Sector Spdr Fund |
No change
6,613
|
$254,005,000 | 0.14% |
| Sherwin Williams Co Com |
No change
846
|
$252,472,000 | 0.14% |
| Home Depot, Inc. |
No change
725
|
$249,574,000 | 0.13% |
| Autozone Inc Nev |
No change
84
|
$248,984,000 | 0.13% |
| Deere Co Com |
2.71%
645
|
$240,991,000 | 0.13% |
| Fortinet Inc |
No change
3,624
|
$218,418,000 | 0.12% |
| No transactions found | |||
| Showing first 500 out of 51 holdings | |||
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