Q2 2026 13F · SEC CIK 2110449

Tandemgrowth Financial Advisors LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $122.4M
Reported positions: 27
Holdings vs S&P 500, 3 yrs: —
Assets under management: $297.0M

Tandemgrowth Financial Advisors LLC is a wealth manager that reported 27 positions worth $122.4M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Avantis U.S. Equity ETF (AVUS, 25.8%), Dimensional ETF Trust (DUHP, 16.4%), Schwab Strategic Tr (SCHP, 15.3%).

Tandemgrowth Financial Advisors LLC holdings all 27 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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.

Tandemgrowth Financial Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AVUSAvantis U.S. Equity ETF	25.8%	25.2%	246,572	+2.4%	$31.6M
DUHPDimensional ETF Trust	16.4%	16.4%	480,387	+1.6%	$20.0M
SCHPSchwab Strategic Tr	15.3%	17.0%	705,091	+3.9%	$18.7M
DFACDimensional ETF Trust	9.6%	10.0%	263,655	-3.5%	$11.7M
DFICDimensional ETF Trust	6.0%	6.0%	196,494	+9.0%	$7.3M
AVUVAmerican Centy ETF Tr	4.1%	3.8%	40,501	+11.0%	$5.1M
AVEMAmerican Centy ETF Tr	3.7%	3.4%	46,823	+5.4%	$4.5M
AVDVAmerican Centy ETF Tr	3.4%	3.7%	40,790	+3.7%	$4.2M
DFNMDimensional ETF Trust	2.4%	2.8%	61,130	-1.5%	$3.0M
TIPIshares Tr	2.2%	2.6%	24,638	-1.3%	$2.7M
DFAXDimensional ETF Trust	1.7%	1.8%	56,918	-0.6%	$2.1M
AVDEAvantis International Equity ETF	1.6%	1.7%	21,551	+0.0%	$1.9M
GSGoldman Sachs Group Inc	1.4%	New	1,722	—	$1.7M
DFSVDimensional US Small Cap	1.1%	1.1%	34,263	+0.0%	$1.3M
DFATDimensional ETF Trust	0.8%	0.8%	13,178	+0.0%	$921K
DISVDimensional ETF Trust	0.7%	0.7%	19,818	-1.4%	$795K
HDHome Depot Inc	0.6%	0.6%	2,055	+12.5%	$725K
DFGRDimensional ETF Trust	0.6%	0.6%	24,368	+9.7%	$706K
IWFIshares Tr	0.5%	0.5%	5,367	+299.9%	$666K
MTUMIshares Tr	0.5%	0.4%	1,825	+0.0%	$626K
LLYEli Lilly & Co	0.4%	0.3%	369	+0.0%	$443K
DFEMDimensional ETF Trust	0.3%	0.3%	8,773	+0.0%	$357K
DFSDDimensional Short-Duration Fixed Income	0.3%	New	6,874	—	$328K
EFXEquifax Inc	0.2%	New	1,684	—	$267K
IWDIshares Tr	0.2%	0.2%	1,098	+0.0%	$266K
BNDXVanguard Charlotte Fds	0.2%	New	4,595	—	$223K
AVREAvantis Real Estate ETF	0.2%	New	4,409	—	$209K

What Tandemgrowth Financial Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

GS Goldman Sachs Group Inc1.4% of 13F
DFSD Dimensional Short-Duration Fixed Income 0.3% of 13F
EFX Equifax Inc0.2% of 13F
BNDX Vanguard Charlotte Fds0.2% of 13F
AVRE Avantis Real Estate ETF0.2% of 13F

Added to

Reduced

No position shrank by more than 5%.

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
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
Q2 2026	$122.4M	27
Q1 2026	$106.2M	22
Q4 2025	$114.6M	24

Questions about Tandemgrowth Financial Advisors LLC's portfolio

What stocks does Tandemgrowth Financial Advisors LLC own?

Tandemgrowth Financial Advisors LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 27 positions worth $122.4M. The largest are Avantis U.S. Equity ETF (AVUS) at 25.8%, Dimensional ETF Trust (DUHP) at 16.4%, Schwab Strategic Tr (SCHP) at 15.3%, Dimensional ETF Trust (DFAC) at 9.6% and Dimensional ETF Trust (DFIC) at 6.0%.

What did Tandemgrowth Financial Advisors LLC buy last quarter?

In Q2 2026, Tandemgrowth Financial Advisors LLC added a new position in Goldman Sachs Group Inc (GS), a new position in Dimensional Short-Duration Fixed Income (DFSD), a new position in Equifax Inc (EFX), a new position in Vanguard Charlotte Fds (BNDX), a new position in Avantis Real Estate ETF (AVRE), Ishares Tr (IWF) (+299.9% shares), Home Depot Inc (HD) (+12.5% shares) and American Centy ETF Tr (AVUV) (+11.0% shares), compared with its Q1 2026 filing.

What did Tandemgrowth Financial Advisors LLC sell last quarter?

Tandemgrowth Financial Advisors LLC sold out of nothing and cut no large position by more than 5% in Q2 2026.

When is Tandemgrowth Financial Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Tandemgrowth Financial Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Tandemgrowth Financial Advisors LLC manage?

Tandemgrowth Financial Advisors LLC reported $297.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $122.4M.