Tandemgrowth Financial Advisors LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Tandemgrowth Financial Advisors LLC reported 27 stock positions worth $122.4 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 25.8% of the portfolio, followed by Dimensional US High Profi Et (DUHP, 16.4%) and Schwab U.S. Tips ETF (SCHP, 15.3%). Compared with Q1 2026, it opened 5 new positions, added to 9 and reduced 5. The biggest buy was a new position in Goldman Sachs (GS) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −3%).

Most Recent 13F
Q2 2026
Location
ALPHARETTA, GA
CIK
0002110449
Portfolio Value
$122.4M (Q2 2026)
SEC Filing
0002110449-26-000003 ↗ filed Aug 5, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $114.6M Q4 2025 Q1 2026: $106.2M Q1 2026 Q2 2026: $122.4M $122.4M Q2 2026

Holdings 27 stocks · $122.4M
AVUS Avantis U.S. Equity ETF 25.81% 246,572 $31.6M Add +2.4%
DUHP Dimensional US High Profi Et 16.38% 480,387 $20.0M Add +1.6%
SCHP Schwab U.S. Tips ETF 15.27% 705,091 $18.7M Add +3.9%
DFAC Dimensional US Core Equity 2 9.56% 263,655 $11.7M Reduce -3.5%
DFIC Dimensional International Co. 5.98% 196,494 $7.3M Add +9.0%
AVUV Avantis US Small Cap Value 4.13% 40,501 $5.1M Add +11.0%
AVEM Avantis Emerging Markets Eq 3.69% 46,823 $4.5M Add +5.4%
AVDV Avantis Intl S/C Value ETF 3.43% 40,790 $4.2M Add +3.7%
DFNM Dimensional National Muni BD 2.41% 61,130 $3.0M Reduce -1.5%
TIP iShares Tips Bond ETF 2.20% 24,638 $2.7M Reduce -1.3%
DFAX Dimensional World Ex US Core 1.71% 56,918 $2.1M Reduce -0.6%
AVDE Avantis International Equity 1.57% 21,551 $1.9M No change
GS Goldman Sachs Group Inc. 1.42% 1,722 $1.7M New
DFSV Dimensional US Small Cap Val 1.09% 34,263 $1.3M No change
DFAT Dimensional US Target Value 0.75% 13,178 $921K No change
DISV Dimensional International SM 0.65% 19,818 $795K Reduce -1.4%
HD Home Depot Inc. 0.59% 2,055 $725K Add +12.5%
DFGR Dim Global Real Estate ETF 0.58% 24,368 $706K Add +9.7%
IWF iShares Russell 1000 Growth 0.54% 5,367 $666K No change
MTUM iShares MSCI USA Momentum Fa 0.51% 1,825 $626K No change
LLY Eli Lilly & Co. 0.36% 369 $443K No change
DFEM Dimensional Emrg MRKT Core 0.29% 8,773 $357K No change
DFSD Dimensional Short Duration 0.27% 6,874 $328K New
EFX Equifax Inc. 0.22% 1,684 $267K New
IWD iShares Russell 1000 Value E 0.22% 1,098 $266K No change
BNDX Vanguard Total Intl Bond ETF 0.18% 4,595 $223K New
AVRE Avantis Real Estate ETF 0.17% 4,409 $209K New

Portfolio Sells Q1 2026 → Q2 2026
DFAC Dimensional US Core Equity 2 Reduce -3.5% 9.56% −0.44
TIP iShares Tips Bond ETF Reduce -1.3% 2.20% −0.39
DFNM Dimensional National Muni BD Reduce -1.5% 2.41% −0.39
DFAX Dimensional World Ex US Core Reduce -0.6% 1.71% −0.12
DISV Dimensional International SM Reduce -1.4% 0.65% −0.10

Portfolio Buys Q1 2026 → Q2 2026
GS Goldman Sachs Group Inc. New 1.42% +1.42
AVUS Avantis U.S. Equity ETF Add +2.4% 25.81% +0.59
AVUV Avantis US Small Cap Value Add +11.0% 4.13% +0.33
AVEM Avantis Emerging Markets Eq Add +5.4% 3.69% +0.32
DFSD Dimensional Short Duration New 0.27% +0.27
EFX Equifax Inc. New 0.22% +0.22
BNDX Vanguard Total Intl Bond ETF New 0.18% +0.18
AVRE Avantis Real Estate ETF New 0.17% +0.17
HD Home Depot Inc. Add +12.5% 0.59% +0.03
DFGR Dim Global Real Estate ETF Add +9.7% 0.58% +0.02
DUHP Dimensional US High Profi Et Add +1.6% 16.38% +0.02
DFIC Dimensional International Co. Add +9.0% 5.98% −0.05
AVDV Avantis Intl S/C Value ETF Add +3.7% 3.43% −0.27
SCHP Schwab U.S. Tips ETF Add +3.9% 15.27% −1.74

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 27$122.4MAVUS, DUHP, SCHP, DFAC, DFIC
Q1 2026 22$106.2MAVUS, SCHP, DUHP, DFAC, DFIC
Q4 2025 24$114.6MAVUS, DUHP, SCHP, DFAC, DFIC