2026 Q3 Portfolio Activity
In 2026 Q3, TANDEMGROWTH FINANCIAL ADVISORS LLC maintained a portfolio of 28 distinct positions. The most significant new addition was VANGUARD WELLINGTON FD, now representing 0.30% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 6.7%.
Position History
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Total Positions
28
Quarter
2026 Q3
Top Holding
AVUS (25.4%)
Top 10 Concentration
89.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-28 of 28
TANDEMGROWTH FINANCIAL ADVISORS LLC Full Holdings List — 2026 Q3
| 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 | 25.42% | 25.81% |
#1
Prev: #1
|
6.5 |
—
|
-3,277 | -1.3% |
P
S
|
243,295 | $31,163,629 |
$111.29
+15.6%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | ||
|
DUHP
DFA INVT DIMENS...
|
Unknown | 16.53% | 16.38% |
#2
Prev: #2
|
6.0 |
—
|
3,026 | 0.6% |
P
S
|
483,413 | $20,259,848 |
$37.86
+13.2%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | ||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 15.03% | 15.27% |
#3
Prev: #3
|
5.5 |
—
|
27,903 | 4.0% |
P
S
|
732,994 | $18,420,136 |
$25.52
-0.7%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | ||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 9.57% | 9.56% |
#4
Prev: #4
|
4.8 |
—
|
156 | 0.1% |
P
S
|
263,811 | $11,726,402 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 6.43% | 5.98% |
#5
Prev: #5
|
5.1 |
—
|
13,103 | 6.7% |
P
S
|
209,597 | $7,882,924 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 4.04% | 4.13% |
#6
Prev: #6
|
2.1 |
—
|
1,593 | 3.9% |
P
S
|
42,094 | $4,957,445 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 3.82% | 3.43% |
#7
1
Prev: #8
|
2.0 |
—
|
2,004 | 4.9% |
P
S
|
42,794 | $4,680,804 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 3.76% | 3.69% |
#8
1
Prev: #7
|
2.0 |
—
|
2,157 | 4.6% |
P
S
|
48,980 | $4,605,099 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 2.67% | 2.41% |
#9
Prev: #9
|
3.1 |
—
|
9,990 | 16.3% |
P
S
|
71,120 | $3,273,631 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
TIP
ISHARES TR
|
ETF | 2.09% | 2.20% |
#10
Prev: #10
|
1.8 |
—
|
no change | no change |
P
S
|
24,638 | $2,563,338 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 1.72% | 1.71% |
#11
Prev: #11
|
1.2 |
—
|
-22 | -0.0% |
P
S
|
56,896 | $2,106,271 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.58% | 1.57% |
#12
Prev: #12
|
1.6 |
—
|
no change | no change |
P
S
|
21,551 | $1,941,961 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.26% | 1.42% |
#13
Prev: #13
|
1.5 |
—
|
no change | no change |
P
S
|
1,722 | $1,550,420 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFSV
DFA INVT DIMENS...
|
Unknown | 1.05% | 1.09% |
#14
Prev: #14
|
1.4 |
—
|
no change | no change |
P
S
|
34,263 | $1,283,835 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.70% | 0.75% |
#15
Prev: #15
|
0.8 |
—
|
-213 | -1.6% |
P
S
|
12,965 | $861,395 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 0.70% | 0.65% |
#16
Prev: #16
|
1.3 |
—
|
no change | no change |
P
S
|
19,818 | $857,921 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
IWF
ISHARES TR
|
ETF | 0.55% | 0.54% |
#17
2
Prev: #19
|
1.2 |
—
|
no change | no change |
P
S
|
5,367 | $672,238 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 0.54% | 0.58% |
#18
Prev: #18
|
0.7 |
—
|
152 | 0.6% |
P
S
|
24,520 | $663,268 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 0.47% | 0.51% |
#19
1
Prev: #20
|
1.2 |
—
|
no change | no change |
P
S
|
1,825 | $579,146 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.45% | 0.59% |
#20
3
Prev: #17
|
0.7 |
—
|
-104 | -5.1% |
P
S
|
1,951 | $555,040 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.35% | 0.36% |
#21
Prev: #21
|
1.1 |
—
|
no change | no change |
P
S
|
369 | $426,963 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
VTES
VANGUARD WELLIN...
|
ETF | 0.30% | — |
#22
Prev: #—
|
3.6 |
—
|
3,745 | — |
NEW
|
3,745 | $369,257 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 0.28% | 0.29% |
#23
1
Prev: #22
|
1.1 |
—
|
no change | no change |
P
S
|
8,773 | $348,464 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.27% | 0.27% |
#24
1
Prev: #23
|
0.6 |
—
|
332 | 4.8% |
P
S
|
7,206 | $334,886 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
IWD
ISHARES TR
|
ETF | 0.22% | 0.22% |
#25
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
1,098 | $272,118 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.19% | 0.18% |
#26
Prev: #26
|
2.1 |
—
|
316 | 6.9% |
P
S
|
4,911 | $230,193 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AVRE
AMERICAN CENTY ...
|
ETF | 0.00% | 0.17% |
Sold All 😨
(Was: #27) |
0.0 |
—
|
-4,409 | -100.0% |
CLOSED
|
— | $— | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
EFX
EQUIFAX INC
|
Industrials | 0.00% | 0.22% |
Sold All 😨
(Was: #24) |
0.0 |
—
|
-1,684 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 |
Showing 1-28 of 28 holdings