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CIK: 0002110449
Total reported value
$122.4M
$122.4M
24 檔
71.2%
As reported in its official Q4 2025 Form 13F filing, Tandemgrowth Financial Advisors LLC's tracked investment portfolio stood at $122.4M with 24 total positions.
During Q4 2025, Tandemgrowth Financial Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, DUHP, SCHP) accounted for 71.2% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 30.45% | +0.59% | — | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 16.02% | +0.01% | — | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 14.31% | -1.74% | — | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.55% | -0.44% | — | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 4.76% | -0.05% | — | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.13% | +0.33% | — | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.06% | +0.32% | — | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.02% | -0.27% | — | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.43% | -0.40% | — | |
| 10 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.35% | -0.39% | — | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.64% | -0.12% | — | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 1.55% | -0.15% | — | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.19% | +1.42% | NEW | |
| 14 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.98% | -0.04% | — | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | +0.02% | — | |
| 16 | DFAT | Dimensional US Target Value | ETF-Other | 0.68% | -0.03% | — | |
| 17 | DISV | Dimensional International Sm | ETF-Other | 0.66% | -0.10% | — | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | — | — | |
| 19 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.45% | +0.02% | — | |
| 20 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.40% | +0.10% | — | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.04% | — | |
| 22 | EFX | Equifax Inc | Stock-Industrials | 0.32% | +0.22% | NEW | |
| 23 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.25% | — | — | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.21% | — | — |
According to official SEC Form 13F filings, Tandemgrowth Financial Advisors LLC reported a total U.S. public equity portfolio value of $122.4M across 24 disclosed positions in Q4 2025.
During Q4 2025, Tandemgrowth Financial Advisors LLC's top holdings by market value included AVUS (30.4%)、DUHP (16.0%)、SCHP (14.3%). The largest single position, AVUS, represented 30.4% of total portfolio value.
In Q4 2025, Tandemgrowth Financial Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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