2026 Q2 Portfolio Activity
In 2026 Q2, TANDEMGROWTH FINANCIAL ADVISORS LLC maintained a portfolio of 27 distinct positions. The most significant new addition was GOLDMAN SACHS GROUP INC, now representing 1.42% of the total fund value. They heavily accumulated shares in AMERICAN CENTY ETF TR, increasing the position by 11.0%.
Position History
hover any row below to update
Loading…
Total Positions
27
Quarter
2026 Q2
Top Holding
AVUS (25.8%)
Top 10 Concentration
88.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-27 of 27
TANDEMGROWTH FINANCIAL ADVISORS LLC Full Holdings List — 2026 Q2
| 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 | 25.81% | 25.22% |
#1
Prev: #1
|
6.5 |
—
|
5,739 | 2.4% |
P
S
|
246,572 | $31,580,887 |
$111.30
+16.5%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | ||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 16.38% | 16.37% |
#2
1
Prev: #3
|
6.0 |
—
|
7,759 | 1.6% |
P
S
|
480,387 | $20,046,570 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 15.27% | 17.01% |
#3
1
Prev: #2
|
5.5 |
—
|
26,487 | 3.9% |
P
S
|
705,091 | $18,684,915 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 9.56% | 10.00% |
#4
Prev: #4
|
4.8 |
—
|
-9,429 | -3.5% |
P
S
|
263,655 | $11,695,739 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 5.98% | 6.03% |
#5
Prev: #5
|
4.9 |
—
|
16,219 | 9.0% |
P
S
|
196,494 | $7,321,369 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 4.13% | 3.80% |
#6
Prev: #6
|
3.7 |
—
|
4,005 | 11.0% |
P
S
|
40,501 | $5,052,954 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 3.69% | 3.37% |
#7
1
Prev: #8
|
3.5 |
—
|
2,395 | 5.4% |
P
S
|
46,823 | $4,517,981 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 3.43% | 3.70% |
#8
1
Prev: #7
|
1.9 |
—
|
1,447 | 3.7% |
P
S
|
40,790 | $4,203,370 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFNM
DIMENSIONAL ETF...
|
ETF | 2.41% | 2.80% |
#9
Prev: #9
|
1.5 |
—
|
-959 | -1.5% |
P
S
|
61,130 | $2,954,719 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
TIP
ISHARES TR
|
ETF | 2.20% | 2.60% |
#10
Prev: #10
|
1.4 |
—
|
-328 | -1.3% |
P
S
|
24,638 | $2,696,136 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 1.71% | 1.83% |
#11
Prev: #11
|
1.2 |
—
|
-319 | -0.6% |
P
S
|
56,918 | $2,096,841 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 1.57% | 1.72% |
#12
Prev: #12
|
1.6 |
—
|
no change | no change |
P
S
|
21,551 | $1,922,349 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 1.42% | — |
#13
Prev: #—
|
4.1 |
—
|
1,722 | — |
NEW
|
1,722 | $1,741,579 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFSV
DIMENSIONAL ETF...
|
ETF | 1.09% | 1.13% |
#14
1
Prev: #13
|
1.4 |
—
|
no change | no change |
P
S
|
34,263 | $1,329,062 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.75% | 0.78% |
#15
1
Prev: #14
|
1.3 |
—
|
no change | no change |
P
S
|
13,178 | $921,142 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 0.65% | 0.75% |
#16
1
Prev: #15
|
0.8 |
—
|
-277 | -1.4% |
P
S
|
19,818 | $795,296 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.59% | 0.57% |
#17
1
Prev: #16
|
2.2 |
—
|
229 | 12.5% |
P
S
|
2,055 | $724,757 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 0.58% | 0.56% |
#18
1
Prev: #17
|
2.2 |
—
|
2,156 | 9.7% |
P
S
|
24,368 | $705,932 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IWF
ISHARES TR
|
ETF | 0.54% | 0.54% |
#19
1
Prev: #18
|
3.2 |
—
|
4,025 | 299.9% |
P
S
|
5,367 | $666,388 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 0.51% | 0.41% |
#20
1
Prev: #19
|
1.2 |
—
|
no change | no change |
P
S
|
1,825 | $625,665 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.36% | 0.32% |
#21
1
Prev: #20
|
1.1 |
—
|
no change | no change |
P
S
|
369 | $442,590 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 0.29% | 0.29% |
#22
1
Prev: #21
|
1.1 |
—
|
no change | no change |
P
S
|
8,773 | $356,535 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 0.27% | — |
#23
Prev: #—
|
3.6 |
—
|
6,874 | — |
NEW
|
6,874 | $328,232 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
EFX
EQUIFAX INC
|
Industrials | 0.22% | — |
#24
Prev: #—
|
3.6 |
—
|
1,684 | — |
NEW
|
1,684 | $267,284 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
IWD
ISHARES TR
|
ETF | 0.22% | 0.22% |
#25
3
Prev: #22
|
1.1 |
—
|
no change | no change |
P
S
|
1,098 | $266,081 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.18% | — |
#26
Prev: #—
|
3.6 |
—
|
4,595 | — |
NEW
|
4,595 | $222,531 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 | |||
|
AVRE
AMERICAN CENTY ...
|
ETF | 0.17% | — |
#27
Prev: #—
|
3.6 |
—
|
4,409 | — |
NEW
|
4,409 | $208,898 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-05 |
Showing 1-27 of 27 holdings