Tandemgrowth Financial Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Tandemgrowth Financial Advisors LLC reported 22 stock positions worth $106.2 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 25.2% of the portfolio, followed by Schwab U.S. Tips ETF (SCHP, 17.0%) and Dimensional US High Profi Et (DUHP, 16.4%). Compared with Q4 2025, it sold out of 2, added to 7 and reduced 7. The biggest buy was Schwab U.S. Tips ETF (SCHP, shares +10%) and the biggest sale Avantis U.S. Equity ETF (AVUS, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0002110449
- Portfolio Value
- $106.2M (Q1 2026)
- SEC Filing
- 0002110449-26-000002 ↗ filed May 7, 2026
Holdings Value
Holdings 22 stocks · $106.2M
| AVUS Avantis U.S. Equity ETF | 25.22% | 240,833 | $26.8M | Reduce -22.8% |
| SCHP Schwab U.S. Tips ETF | 17.01% | 678,604 | $18.1M | Add +9.6% |
| DUHP Dimensional US High Profi Et | 16.37% | 472,628 | $17.4M | Reduce -2.0% |
| DFAC Dimensional US Core Equity 2 | 10.00% | 273,084 | $10.6M | Reduce -10.5% |
| DFIC Dimensional International Co. | 6.03% | 180,275 | $6.4M | Add +13.9% |
| AVUV Avantis US Small Cap Value | 3.80% | 36,496 | $4.0M | Add +3.7% |
| AVDV Avantis Intl S/C Value ETF | 3.70% | 39,343 | $3.9M | Add +6.7% |
| AVEM Avantis Emerging Markets Eq | 3.37% | 44,428 | $3.6M | Reduce -2.4% |
| DFNM Dimensional National Muni BD | 2.80% | 62,089 | $3.0M | Add +11.2% |
| TIP iShares Tips Bond ETF | 2.60% | 24,966 | $2.8M | Reduce -1.5% |
| DFAX Dimensional World Ex US Core | 1.83% | 57,237 | $1.9M | No change |
| AVDE Avantis International Equity | 1.72% | 21,551 | $1.8M | No change |
| DFSV Dimensional US Small Cap Val | 1.13% | 34,263 | $1.2M | No change |
| DFAT Dimensional US Target Value | 0.78% | 13,178 | $823K | No change |
| DISV Dimensional International SM | 0.75% | 20,095 | $793K | Add +1.6% |
| HD Home Depot Inc. | 0.57% | 1,826 | $601K | Reduce -20.4% |
| DFGR Dim Global Real Estate ETF | 0.56% | 22,212 | $590K | Add +14.1% |
| IWF iShares Russell 1000 Growth | 0.54% | 1,342 | $572K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.41% | 1,825 | $438K | No change |
| LLY Eli Lilly & Co. | 0.32% | 369 | $339K | No change |
| DFEM Dimensional Emrg MRKT Core | 0.29% | 8,773 | $303K | No change |
| IWD iShares Russell 1000 Value E | 0.22% | 1,098 | $235K | Reduce -2.2% |
Portfolio Sells Q4 2025 → Q1 2026
| AVUS Avantis U.S. Equity ETF | Reduce -22.8% | 25.22% | −5.23 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −1.19 |
| DFAC Dimensional US Core Equity 2 | Reduce -10.5% | 10.00% | −0.55 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.32 |
| HD Home Depot Inc. | Reduce -20.4% | 0.57% | −0.12 |
| IWD iShares Russell 1000 Value E | Reduce -2.2% | 0.22% | +0.01 |
| TIP iShares Tips Bond ETF | Reduce -1.5% | 2.60% | +0.16 |
| AVEM Avantis Emerging Markets Eq | Reduce -2.4% | 3.37% | +0.31 |
| DUHP Dimensional US High Profi Et | Reduce -2.0% | 16.37% | +0.35 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHP Schwab U.S. Tips ETF | Add +9.6% | 17.01% | +2.70 |
| DFIC Dimensional International Co. | Add +13.9% | 6.03% | +1.27 |
| AVDV Avantis Intl S/C Value ETF | Add +6.7% | 3.70% | +0.68 |
| AVUV Avantis US Small Cap Value | Add +3.7% | 3.80% | +0.66 |
| DFNM Dimensional National Muni BD | Add +11.2% | 2.80% | +0.46 |
| DFGR Dim Global Real Estate ETF | Add +14.1% | 0.56% | +0.11 |
| DISV Dimensional International SM | Add +1.6% | 0.75% | +0.09 |