Q3 2026 13F · SEC CIK 2056333

Tandem Investment Partners LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $129.4M
Reported positions: 76
Holdings vs S&P 500, 3 yrs: —
Assets under management: $200.2M

Tandem Investment Partners LLC is a wealth manager that reported 76 positions worth $129.4M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Spdr Series Trust (SPLG, 6.8%), State Str Spdr S&p 500 ETF T (SPY, 6.4%), Vanguard Malvern Fds (VCRB, 6.1%).

Tandem Investment Partners LLC holdings largest 50 of 76 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tandem Investment Partners LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	6.8%	6.5%	98,120	+1.7%	$8.8M
SPYState Str Spdr S&p 500 ETF T	6.4%	6.3%	10,798	-2.1%	$8.2M
VCRBVanguard Malvern Fds	6.1%	6.6%	107,317	-3.7%	$7.9M
COWZPacer Fds Tr	5.0%	4.7%	97,169	-1.3%	$6.5M
VXUSVanguard Star Fds	4.9%	5.0%	75,122	-1.1%	$6.4M
VGTVanguard World Fd	4.7%	4.5%	48,190	-1.1%	$6.1M
COWGPacer Fds Tr	4.0%	3.9%	129,765	+1.8%	$5.2M
XLVSelect Sector Spdr Tr	3.0%	2.9%	23,150	-2.1%	$3.9M
MDYState Str Spdr S&p Midcap 40	2.9%	3.2%	5,798	-2.1%	$3.8M
VTIVanguard Index Fds	2.9%	3.1%	10,007	-7.7%	$3.7M
VCITVanguard Scottsdale Fds	2.7%	2.8%	43,910	+0.4%	$3.4M
VGITVanguard Scottsdale Fds	2.6%	2.7%	60,336	+3.4%	$3.4M
MSFTMicrosoft Corp	2.6%	1.9%	6,452	-1.1%	$3.3M
SPMDSpdr Series Trust	2.5%	2.7%	52,200	+1.7%	$3.3M
AAPLApple Inc	2.5%	2.2%	9,819	-0.8%	$3.3M
QQQInvesco Qqq Tr	2.5%	2.6%	4,353	-3.3%	$3.2M
FLRNSpdr Series Trust	2.4%	2.6%	102,659	-6.9%	$3.2M
RSPInvesco Exchange Traded Fd T	2.3%	2.4%	14,465	-1.3%	$3.0M
QNDXState Street Spdr Portfolio Nasdaq 100 E	2.0%	1.8%	103,670	+10.3%	$2.6M
SPSMSpdr Series Trust	1.9%	2.1%	47,650	-0.5%	$2.5M
VYMIVanguard Whitehall Fds	1.7%	1.5%	21,910	+8.8%	$2.2M
JPMJpmorgan Chase & Co	1.5%	1.5%	6,047	-0.8%	$2.0M
AVDEAvantis International Equity ETF	1.5%	1.3%	21,107	+10.3%	$1.9M
VOOVanguard Index Fds	1.3%	1.3%	2,382	-2.3%	$1.7M
GOOGAlphabet Inc	1.2%	1.3%	4,735	-2.5%	$1.6M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.2%	3,120	+0.3%	$1.6M
SCHBSchwab Strategic Tr	1.1%	1.1%	50,775	+2.7%	$1.5M
NVDANvidia Corporation	1.1%	1.0%	6,205	+0.2%	$1.4M
JNJJohnson & Johnson	0.9%	0.8%	4,254	-0.9%	$1.1M
VVisa Inc	0.9%	0.8%	3,083	+0.1%	$1.1M
TMOThermo Fisher Scientific Inc	0.8%	0.6%	1,546	+0.4%	$1.0M
IJRIshares Tr	0.7%	0.9%	7,075	-7.6%	$962K
VIGVanguard Specialized Funds	0.6%	0.9%	3,495	-27.6%	$815K
XOMExxonmobil Holdings Corp	0.6%	—	4,907	—	$799K
WMTWalmart Inc	0.6%	0.7%	7,610	+0.0%	$791K
SPABSpdr Series Trust	0.6%	0.6%	31,869	+3.8%	$776K
ORCLOracle Corp	0.6%	0.6%	5,525	-2.3%	$759K
DHRDanaher Corp Del	0.5%	0.5%	3,101	-1.7%	$687K
SGOVIshares Tr	0.5%	—	6,313	—	$636K
COSTCostco Wholesale Corporation	0.5%	0.5%	690	+0.0%	$628K
PGProcter & Gamble Co	0.5%	0.5%	4,157	+0.4%	$604K
NEENextera Energy Inc	0.5%	0.5%	7,770	-0.1%	$589K
AMGNAmgen Inc	0.4%	0.4%	1,337	-0.8%	$564K
HDHome Depot Inc	0.4%	0.5%	1,962	+0.8%	$558K
TJXTjx Cos Inc New	0.4%	0.5%	4,185	+0.1%	$554K
AXPAmerican Express Co	0.4%	0.5%	1,795	+1.7%	$546K
BLKBlackrock Inc	0.4%	0.4%	486	-1.6%	$514K
PTLNorthern Lts Fd Tr IV	0.4%	0.4%	1,710	-0.3%	$465K
IBMInternational Business Machs	0.3%	0.4%	2,046	+0.1%	$450K
KOCoca Cola Co	0.3%	—	5,134	—	$442K

What Tandem Investment Partners LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

QNDX State Street Spdr Portfolio Nasdaq 100 E+10.3% shares
AVDE Avantis International Equity ETF+10.3% shares
VYMI Vanguard Whitehall Fds+8.8% shares

Reduced

VIG Vanguard Specialized Funds-27.6% shares
VTI Vanguard Index Fds-7.7% shares
IJR Ishares Tr-7.6% shares
FLRN Spdr Series Trust-6.9% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$129.4M	76
Q2 2026	$129.7M	76
Q1 2026	$118.0M	73
Q4 2025	$118.6M	70
Q3 2025	$121.7M	69
Q2 2025	$114.7M	69
Q1 2025	$101.2M	64
Q4 2024	$104.5M	62

Questions about Tandem Investment Partners LLC's portfolio

What stocks does Tandem Investment Partners LLC own?

Tandem Investment Partners LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 76 positions worth $129.4M. The largest are Spdr Series Trust (SPLG) at 6.8%, State Str Spdr S&p 500 ETF T (SPY) at 6.4%, Vanguard Malvern Fds (VCRB) at 6.1%, Pacer Fds Tr (COWZ) at 5.0% and Vanguard Star Fds (VXUS) at 4.9%.

What did Tandem Investment Partners LLC buy last quarter?

In Q3 2026, Tandem Investment Partners LLC added State Street Spdr Portfolio Nasdaq 100 E (QNDX) (+10.3% shares), Avantis International Equity ETF (AVDE) (+10.3% shares) and Vanguard Whitehall Fds (VYMI) (+8.8% shares), compared with its Q2 2026 filing.

What did Tandem Investment Partners LLC sell last quarter?

In Q3 2026, Tandem Investment Partners LLC cut from its top 50 Spdr Series Trust (SPTS), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Wisdomtree Tr (DLS), Vanguard Specialized Funds (VIG) (-27.6% shares), Vanguard Index Fds (VTI) (-7.7% shares) and Ishares Tr (IJR) (-7.6% shares), compared with its Q2 2026 filing.

When is Tandem Investment Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tandem Investment Partners LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Tandem Investment Partners LLC manage?

Tandem Investment Partners LLC reported $200.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $129.4M.