2026 Q1 Portfolio Activity
In 2026 Q1, TANDEMGROWTH FINANCIAL ADVISORS LLC maintained a portfolio of 24 distinct positions. They heavily accumulated shares in SCHWAB STRATEGIC TR, increasing the position by 9.6%. The fund also reduced its exposure to AMERICAN CENTY ETF TR by 22.8%.
Position History
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Total Positions
24
Quarter
2026 Q1
Top Holding
AVUS (25.2%)
Top 10 Concentration
90.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-24 of 24
TANDEMGROWTH FINANCIAL ADVISORS LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AVUS
AMERICAN CENTY ...
|
ETF | 25.22% | 30.45% |
#1
Prev: #1
|
6.0 |
—
|
-71,211 | -22.8% |
P
S
|
240,833 | $26,775,767 |
$111.24
+15.0%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | ||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 17.01% | 14.31% |
#2
1
Prev: #3
|
7.5 |
—
|
59,637 | 9.6% |
P
S
|
678,604 | $18,057,661 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 16.37% | 16.02% |
#3
1
Prev: #2
|
5.5 |
—
|
-9,817 | -2.0% |
P
S
|
472,628 | $17,373,790 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 10.00% | 10.55% |
#4
Prev: #4
|
5.0 |
—
|
-32,168 | -10.5% |
P
S
|
273,084 | $10,612,044 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 6.03% | 4.76% |
#5
Prev: #5
|
4.9 |
—
|
22,006 | 13.9% |
P
S
|
180,275 | $6,405,160 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 3.80% | 3.13% |
#6
Prev: #6
|
2.0 |
—
|
1,296 | 3.7% |
P
S
|
36,496 | $4,031,757 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 3.70% | 3.02% |
#7
1
Prev: #8
|
3.5 |
—
|
2,478 | 6.7% |
P
S
|
39,343 | $3,928,798 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 3.37% | 3.06% |
#8
1
Prev: #7
|
1.8 |
—
|
-1,098 | -2.4% |
P
S
|
44,428 | $3,579,999 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 2.80% | 2.35% |
#9
1
Prev: #10
|
3.1 |
—
|
6,265 | 11.2% |
P
S
|
62,089 | $2,975,926 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
TIP
ISHARES TR
|
ETF | 2.60% | 2.43% |
#10
1
Prev: #9
|
1.5 |
—
|
-387 | -1.5% |
P
S
|
24,966 | $2,755,248 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 1.83% | 1.64% |
#11
Prev: #11
|
1.7 |
—
|
no change | no change |
P
S
|
57,237 | $1,944,324 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.72% | 1.55% |
#12
Prev: #12
|
1.7 |
—
|
no change | no change |
P
S
|
21,551 | $1,828,387 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 1.13% | 0.98% |
#13
1
Prev: #14
|
1.5 |
—
|
no change | no change |
P
S
|
34,263 | $1,200,576 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.78% | 0.68% |
#14
2
Prev: #16
|
1.3 |
—
|
no change | no change |
P
S
|
13,178 | $822,966 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 0.75% | 0.66% |
#15
2
Prev: #17
|
0.8 |
—
|
307 | 1.6% |
P
S
|
20,095 | $792,547 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.57% | 0.69% |
#16
1
Prev: #15
|
0.2 |
—
|
-468 | -20.4% |
P
S
|
1,826 | $600,553 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 0.56% | 0.45% |
#17
2
Prev: #19
|
2.2 |
—
|
2,744 | 14.1% |
P
S
|
22,212 | $590,384 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IWF
ISHARES TR
|
ETF | 0.54% | 0.55% |
#18
Prev: #18
|
1.2 |
—
|
no change | no change |
P
S
|
1,342 | $572,094 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 0.41% | 0.40% |
#19
1
Prev: #20
|
1.2 |
—
|
no change | no change |
P
S
|
1,825 | $437,982 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.32% | 0.35% |
#20
1
Prev: #21
|
1.1 |
—
|
no change | no change |
P
S
|
369 | $339,395 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 0.29% | 0.25% |
#21
2
Prev: #23
|
1.1 |
—
|
no change | no change |
P
S
|
8,773 | $303,107 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IWD
ISHARES TR
|
ETF | 0.22% | 0.21% |
#22
2
Prev: #24
|
0.6 |
—
|
-25 | -2.2% |
P
S
|
1,098 | $234,516 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
EFX
EQUIFAX INC
|
Industrials | 0.00% | 0.32% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-1,684 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.00% | 1.19% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-1,557 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-24 of 24 holdings