Tandemgrowth Financial Advisors LLC 13F Holdings · Q2 2026
Tandemgrowth Financial Advisors LLC reported 27 securities worth $122.38M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AVUS (25.81%), DUHP (16.38%), SCHP (15.27%). Among its top 25 positions this quarter: 3 new, 10 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $31.6M | 25.81% | 246,572 | Added |
| 2 | DUHP | DIMENSIONAL ETF TRUST | $20.0M | 16.38% | 480,387 | Added |
| 3 | SCHP | SCHWAB STRATEGIC TR | $18.7M | 15.27% | 705,091 | Added |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $11.7M | 9.56% | 263,655 | Trimmed |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $7.3M | 5.98% | 196,494 | Added |
| 6 | AVUV | AMERICAN CENTY ETF TR | $5.1M | 4.13% | 40,501 | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $4.5M | 3.69% | 46,823 | Added |
| 8 | AVDV | AMERICAN CENTY ETF TR | $4.2M | 3.43% | 40,790 | Added |
| 9 | DFNM | DIMENSIONAL ETF TRUST | $3.0M | 2.41% | 61,130 | Trimmed |
| 10 | TIP | ISHARES TR | $2.7M | 2.20% | 24,638 | Trimmed |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $2.1M | 1.71% | 56,918 | Trimmed |
| 12 | AVDE | AMERICAN CENTY ETF TR | $1.9M | 1.57% | 21,551 | Hold |
| 13 | GS | GOLDMAN SACHS GROUP INC | $1.7M | 1.42% | 1,722 | New |
| 14 | DFSV | DIMENSIONAL ETF TRUST | $1.3M | 1.09% | 34,263 | Hold |
| 15 | DFAT | DIMENSIONAL ETF TRUST | $921,142 | 0.75% | 13,178 | Hold |
| 16 | DISV | DIMENSIONAL ETF TRUST | $795,296 | 0.65% | 19,818 | Trimmed |
| 17 | HD | HOME DEPOT INC | $724,757 | 0.59% | 2,055 | Added |
| 18 | DFGR | DIMENSIONAL ETF TRUST | $705,932 | 0.58% | 24,368 | Added |
| 19 | IWF | ISHARES TR | $666,388 | 0.54% | 5,367 | Added |
| 20 | MTUM | ISHARES TR | $625,665 | 0.51% | 1,825 | Hold |
| 21 | LLY | ELI LILLY & CO | $442,590 | 0.36% | 369 | Hold |
| 22 | DFEM | DIMENSIONAL ETF TRUST | $356,535 | 0.29% | 8,773 | Hold |
| 23 | DFSD | DIMENSIONAL ETF TRUST | $328,232 | 0.27% | 6,874 | New |
| 24 | EFX | EQUIFAX INC | $267,284 | 0.22% | 1,684 | New |
| 25 | IWD | ISHARES TR | $266,081 | 0.22% | 1,098 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR