§ 13F · FUND PROFILE
TANDEMGROWTH FINANCIAL ADVISORS LLC.
AUM · $122M (13F)Positions · 27Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 247K | $32M | 25.8% | +2% |
| 2 | DUHP | DIMENSIONAL ETF TRUST | 480K | $20M | 16.4% | +2% |
| 3 | SCHP | SCHWAB STRATEGIC TR | 705K | $19M | 15.3% | +4% |
| 4 | DFAC | DIMENSIONAL ETF TRUST | 264K | $12M | 9.6% | −3% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 196K | $7M | 6.0% | +9% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 41K | $5M | 4.1% | +11% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 47K | $5M | 3.7% | +5% |
| 8 | AVDV | AMERICAN CENTY ETF TR | 41K | $4M | 3.4% | +4% |
| 9 | DFNM | DIMENSIONAL ETF TRUST | 61K | $3M | 2.4% | −2% |
| 10 | TIP | ISHARES TR | 25K | $3M | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TANDEMGROWTH SIGNAL
AC read
TANDEMGROWTH FINANCIAL ADVISORS LLC is a Other fund managing $122 million in assets. The fund runs a focused portfolio of just 27 positions.
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