Institutional
TANDEMGROWTH FINANCIAL ADVISORS LLC
CIK 0002110449
$106.2M
Reported AUM
22
Positions
Q1 2026
Period
2026-05-07
Filed
The Brief · TANDEMGROWTH FINANCIAL ADVISORS LLC · Q1 2026
AI · grounded in 13F
TANDEMGROWTH FINANCIAL ADVISORS LLC closed its position in GS, reducing its holdings by $1.37M. The fund also exited its position in EFX for $365,394 and trimmed its stake in AVUS by 22.82%. On the buy side, the fund increased its holdings in DFGR by 14.09% and DFIC by 13.90%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $124.78 | -1.61% | 26.31% | 76.50% | $26.8M | 25.22% | — | HELD |
| 2 | SCHP | SCHWAB STRATEGIC TR | $26.14 | 0.11% | 1.97% | 1.68% | $18.1M | 17.01% | — | HELD |
| 3 | DUHP | DIMENSIONAL ETF TRUST | $40.85 | -1.64% | 16.12% | 64.88% | $17.4M | 16.37% | — | HELD |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $43.74 | -1.42% | 24.06% | 69.41% | $10.6M | 10.00% | — | HELD |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $37.46 | -0.29% | 25.09% | 79.98% | $6.4M | 6.03% | — | HELD |
| 6 | AVUV | AMERICAN CENTY ETF TR | $125.12 | -0.85% | 40.57% | 80.30% | $4.0M | 3.80% | — | HELD |
| 7 | AVDV | AMERICAN CENTY ETF TR | $102.22 | -1.10% | 32.57% | 85.21% | $3.9M | 3.70% | — | HELD |
| 8 | AVEM | AMERICAN CENTY ETF TR | $85.87 | -2.14% | 30.84% | 50.59% | $3.6M | 3.37% | — | HELD |
| 9 | DFNM | DIMENSIONAL ETF TRUST | $47.74 | -0.06% | 3.66% | 5.57% | $3.0M | 2.80% | — | HELD |
| 10 | TIP | ISHARES TR | $107.77 | 0.10% | 1.93% | 1.09% | $2.8M | 2.60% | — | HELD |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $35.55 | -1.20% | 24.65% | 56.01% | $1.9M | 1.83% | — | HELD |
| 12 | AVDE | AMERICAN CENTY ETF TR | $89.32 | -0.63% | 25.01% | 60.48% | $1.8M | 1.72% | — | HELD |
| 13 | DFSV | DIMENSIONAL ETF TRUST | $39.68 | -0.70% | 39.00% | 64.64% | $1.2M | 1.13% | — | HELD |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $70.98 | -0.76% | 36.12% | 69.90% | $823K | 0.78% | — | HELD |
| 15 | DISV | DIMENSIONAL ETF TRUST | $41.54 | -0.50% | 29.11% | 99.48% | $793K | 0.75% | — | HELD |
| 16 | HD | HOME DEPOT INC | $338.42 | -1.75% | -5.36% | 19.60% | $601K | 0.57% | — | HELD |
| 17 | DFGR | DIMENSIONAL ETF TRUST | $30.18 | -0.20% | 18.36% | 27.08% | $590K | 0.56% | — | HELD |
| 18 | IWF | ISHARES TR | $114.05 | -2.09% | 8.27% | 64.97% | $572K | 0.54% | — | HELD |
| 19 | MTUM | ISHARES TR | $283.11 | -3.15% | 23.29% | 69.77% | $438K | 0.41% | — | HELD |
| 20 | LLY | ELI LILLY & CO | $1211.59 | -0.74% | 61.25% | 393.83% | $339K | 0.32% | — | HELD |
| 21 | DFEM | DIMENSIONAL ETF TRUST | $36.28 | -2.21% | 27.28% | 61.74% | $303K | 0.29% | — | HELD |
| 22 | IWD | ISHARES TR | $249.52 | -1.00% | 32.89% | 70.13% | $235K | 0.22% | — | HELD |
Source: SEC EDGAR · accession 0002110449-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.