Tandemgrowth Financial Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Tandemgrowth Financial Advisors LLC reported 24 stock positions worth $114.6 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 30.4% of the portfolio, followed by Dimensional US High Profi Et (DUHP, 16.0%) and Schwab U.S. Tips ETF (SCHP, 14.3%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0002110449
- Portfolio Value
- $114.6M (Q4 2025)
- SEC Filing
- 0002110449-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 24 stocks · $114.6M
| AVUS Avantis U.S. Equity ETF | 30.45% | 312,044 | $34.9M | — |
| DUHP Dimensional US High Profi Et | 16.02% | 482,445 | $18.3M | — |
| SCHP Schwab U.S. Tips ETF | 14.31% | 618,967 | $16.4M | — |
| DFAC Dimensional US Core Equity 2 | 10.55% | 305,252 | $12.1M | — |
| DFIC Dimensional International Co. | 4.76% | 158,269 | $5.5M | — |
| AVUV Avantis US Small Cap Value | 3.13% | 35,200 | $3.6M | — |
| AVEM Avantis Emerging Markets Eq | 3.06% | 45,526 | $3.5M | — |
| AVDV Avantis Intl S/C Value ETF | 3.02% | 36,865 | $3.5M | — |
| TIP iShares Tips Bond ETF | 2.43% | 25,353 | $2.8M | — |
| DFNM Dimensional National Muni BD | 2.35% | 55,824 | $2.7M | — |
| DFAX Dimensional World Ex US Core | 1.64% | 57,237 | $1.9M | — |
| AVDE Avantis International Equity | 1.55% | 21,551 | $1.8M | — |
| GS Goldman Sachs Group Inc. | 1.19% | 1,557 | $1.4M | — |
| DFSV Dimensional US Small Cap Val | 0.98% | 34,263 | $1.1M | — |
| HD Home Depot Inc. | 0.69% | 2,294 | $789K | — |
| DFAT Dimensional US Target Value | 0.68% | 13,178 | $785K | — |
| DISV Dimensional International SM | 0.66% | 19,788 | $752K | — |
| IWF iShares Russell 1000 Growth | 0.55% | 1,342 | $635K | — |
| DFGR Dim Global Real Estate ETF | 0.45% | 19,468 | $514K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.40% | 1,825 | $457K | — |
| LLY Eli Lilly & Co. | 0.35% | 369 | $397K | — |
| EFX Equifax Inc. | 0.32% | 1,684 | $365K | — |
| DFEM Dimensional Emrg MRKT Core | 0.25% | 8,773 | $290K | — |
| IWD iShares Russell 1000 Value E | 0.21% | 1,123 | $236K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.