Tandemgrowth Financial Advisors

Latest statistics and disclosures from Tandemgrowth Financial Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AVUS, DUHP, SCHP, DFAC, DFIC, and represent 73.00% of Tandemgrowth Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: GS, AVUS, SCHP, DFIC, IWF, AVUV, DFSD, DUHP, EFX, AVEM.
  • Started 5 new stock positions in AVRE, BNDX, GS, EFX, DFSD.
  • Reduced shares in these 5 stocks: DFAC, DFNM, TIP, DFAX, DISV.
  • Tandemgrowth Financial Advisors was a net buyer of stock by $6.1M.
  • Tandemgrowth Financial Advisors has $122M in assets under management (AUM), dropping by 15.27%.
  • Central Index Key (CIK): 0002110449

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Portfolio Holdings for Tandemgrowth Financial Advisors

Tandemgrowth Financial Advisors holds 27 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Eqt Etf (AVUS) 25.8 $32M +2% 247k 128.08
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Dimensional Etf Trust Us High Prof Etf (DUHP) 16.4 $20M 480k 41.73
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Schwab Strategic Tr Us Tips Etf (SCHP) 15.3 $19M +3% 705k 26.50
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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 9.6 $12M -3% 264k 44.36
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Dimensional Etf Trust Intl Core Equity (DFIC) 6.0 $7.3M +8% 197k 37.26
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.1 $5.1M +10% 41k 124.76
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American Centy Etf Tr Avantis Emgmkt (AVEM) 3.7 $4.5M +5% 47k 96.49
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.4 $4.2M +3% 41k 103.05
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 2.4 $3.0M 61k 48.34
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Ishares Tr Tips Bd Etf (TIP) 2.2 $2.7M 25k 109.43
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.7 $2.1M 57k 36.84
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American Centy Etf Tr Intl Eqt Etf (AVDE) 1.6 $1.9M 22k 89.20
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Goldman Sachs (GS) 1.4 $1.7M NEW 1.7k 1011.37
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Dimensional Etf Trust Us Small Cap Etf (DFSV) 1.1 $1.3M 34k 38.79
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $921k 13k 69.90
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.6 $795k 20k 40.13
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Home Depot (HD) 0.6 $725k +12% 2.1k 352.68
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Dimensional Etf Trust Global Real Est (DFGR) 0.6 $706k +9% 24k 28.97
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $666k +299% 5.4k 124.16
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Ishares Tr Msci Usa Mmentm (MTUM) 0.5 $626k 1.8k 342.83
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Eli Lilly & Co. (LLY) 0.4 $443k 369.00 1199.43
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $357k 8.8k 40.64
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Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.3 $328k NEW 6.9k 47.75
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Equifax (EFX) 0.2 $267k NEW 1.7k 158.72
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $266k 1.1k 242.33
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $223k NEW 4.6k 48.43
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American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $209k NEW 4.4k 47.38
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Past Filings by Tandemgrowth Financial Advisors

SEC 13F filings are viewable for Tandemgrowth Financial Advisors going back to 2026