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Tandemgrowth Financial Advisors

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

Central Index Key (CIK): 0002110449

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Positions held by Tandemgrowth Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Tandemgrowth Financial Advisors

Tandemgrowth Financial Advisors holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	25.2	$27M	241k	111.18	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	17.0	$18M	679k	26.61	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	16.4	$17M	473k	36.76	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	10.0	$11M	273k	38.86	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	6.0	$6.4M	180k	35.53	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.8	$4.0M	37k	110.47	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.7	$3.9M	39k	99.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.4	$3.6M	44k	80.58	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	2.8	$3.0M	62k	47.93	View chart
Ishares Tr Tips Bd Etf (TIP)	2.6	$2.8M	25k	110.36	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.8	$1.9M	57k	33.97	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.7	$1.8M	22k	84.84	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.1	$1.2M	34k	35.04	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$823k	13k	62.45	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$793k	20k	39.44	View chart
Home Depot (HD)	0.6	$601k	1.8k	328.89	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.6	$590k	22k	26.58	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$572k	1.3k	426.30	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$438k	1.8k	239.99	View chart
Eli Lilly & Co. (LLY)	0.3	$339k	369.00	919.77	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$303k	8.8k	34.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$235k	1.1k	213.58	View chart

Past Filings by Tandemgrowth Financial Advisors

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

Tandemgrowth Financial Advisors 2026 Q1 filed May 7, 2026

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