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 U.s. Core Equity 2	9.6%	10.0%	263,655	-3.5%	$11.7M
DFICDfa Dimensional Intl Core Equit	6.0%	6.0%	196,494	+9.0%	$7.3M
AVUVAvantis US Small Cap Value ETF	4.1%	3.8%	40,501	+11.0%	$5.1M
AVEMAmerican Centy ETF Tr	3.7%	3.4%	46,823	+5.4%	$4.5M
AVDVAvantis International Small Cap Value Et	3.4%	3.7%	40,790	+3.7%	$4.2M
DFNMDimensional ETF Trust	2.4%	2.8%	61,130	-1.5%	$3.0M
TIPiShares TIPS Bond ETF	2.2%	2.6%	24,638	-1.3%	$2.7M
DFAXDimensional World Ex U.s. Core	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
DFSVDfa U.s. Small Cap Value ETF	1.1%	1.1%	34,263	+0.0%	$1.3M
DFATDimensional U.s. Targeted Value	0.8%	0.8%	13,178	+0.0%	$921K
DISVDimensional ETF Trust	0.7%	0.7%	19,818	-1.4%	$795K
HDHome Depot Inc Com	0.6%	0.6%	2,055	+12.5%	$725K
DFGRDimensional ETF Trust	0.6%	0.6%	24,368	+9.7%	$706K
IWFIshares Russell 1000 Growth ETF	0.5%	0.5%	5,367	+299.9%	$666K
MTUMIshares Msci USA Momentum Factor ETF	0.5%	0.4%	1,825	+0.0%	$626K
LLYLilly Eli & Co	0.4%	0.3%	369	+0.0%	$443K
DFEMDimensional	0.3%	0.3%	8,773	+0.0%	$357K
DFSDDimensional ETF Trust	0.3%	New	6,874	—	$328K
EFXEquifax Inc	0.2%	New	1,684	—	$267K
IWDIshares Russell 1000 Value ETF	0.2%	0.2%	1,098	+0.0%	$266K
BNDXVanguard Charlotte Fds	0.2%	New	4,595	—	$223K
AVREAmerican Centy ETF Tr	0.2%	New	4,409	—	$209K

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

New positions

Added to

IWF Ishares Russell 1000 Growth ETF+299.9% shares
HD Home Depot Inc Com+12.5% shares
AVUV Avantis US Small Cap Value ETF+11.0% shares
DFGR Dimensional ETF Trust+9.7% shares
DFIC Dfa Dimensional Intl Core Equit+9.0% shares
AVEM American Centy ETF Tr+5.4% shares

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 and rebuilt each quarter on the day the filing became public. 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 U.s. Core Equity 2 (DFAC) at 9.6% and Dfa Dimensional Intl Core Equit (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 ETF Trust (DFSD), a new position in Equifax Inc (EFX), a new position in Vanguard Charlotte Fds (BNDX), a new position in American Centy ETF Tr (AVRE), Ishares Russell 1000 Growth ETF (IWF) (+299.9% shares), Home Depot Inc Com (HD) (+12.5% shares) and Avantis US Small Cap Value ETF (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.