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CIK: 0002110449
Total reported value
$122.4M
$122.4M
22 檔
64.7%
According to the latest 13F quarterly dataset, Tandemgrowth Financial Advisors LLC managed an equity portfolio of $122.4M at the end of Q1 2026, spanning 22 distinct U.S. exchange-listed positions.
In Q1 2026, Tandemgrowth Financial Advisors LLC adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 25.22% | +0.59% | -22.82% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 17.01% | -1.74% | +9.63% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 16.37% | +0.01% | -2.03% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 10.00% | -0.44% | -10.54% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 6.03% | -0.05% | +13.90% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.80% | +0.33% | +3.68% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.70% | -0.27% | +6.72% | |
| 8 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.37% | +0.32% | -2.41% | |
| 9 | DFNM | Dimensional National Muni Bd | ETF-Other | 2.80% | -0.39% | +11.22% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.60% | -0.40% | -1.53% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.83% | -0.12% | — | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 1.72% | -0.15% | — | |
| 13 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.13% | -0.04% | — | |
| 14 | DFAT | Dimensional US Target Value | ETF-Other | 0.78% | -0.03% | — | |
| 15 | DISV | Dimensional International Sm | ETF-Other | 0.75% | -0.10% | +1.55% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | +0.02% | -20.40% | |
| 17 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.56% | +0.02% | +14.09% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | — | — | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.41% | +0.10% | — | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.04% | — | |
| 21 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.29% | — | — | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | — | -2.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHP | Schwab U.s. Tips ETF | +2.7% | +9.63% | Add |
| 2 | DFIC | Dimensional International Co | +1.3% | +13.90% | Add |
| 3 | AVDV | Avantis Intl S/c Value ETF | +0.7% | +6.72% | Add |
| 4 | AVUV | Avantis US Small Cap Value | +0.7% | +3.68% | Add |
| 5 | DFNM | Dimensional National Muni Bd | +0.5% | +11.22% | Add |
| 6 | DUHP | Dimensional US High Profi Et | +0.4% | -2.03% | Trim |
| 7 | AVEM | Avantis Emerging Markets Eq | +0.3% | -2.41% | Trim |
| 8 | DFAX | Dimensional World Ex US Core | +0.2% | — | Unchanged |
| 9 | AVDE | Avantis International Equity | +0.2% | — | Unchanged |
| 10 | TIP | Ishares Tips Bond ETF | +0.2% | -1.53% | Trim |
| 11 | DFSV | Dimensional US Small Cap Val | +0.2% | — | Unchanged |
| 12 | DFGR | Dim Global Real Estate ETF | +0.1% | +14.09% | Add |
| 13 | DFAT | Dimensional US Target Value | +0.1% | — | Unchanged |
| 14 | DISV | Dimensional International Sm | +0.1% | +1.55% | Add |
| 15 | DFEM | Dimensional Emrg Mrkt Core | 0% | — | Unchanged |
| 16 | MTUM | Ishares Msci USA Momentum Fa | 0% | — | Unchanged |
| 17 | IWD | Ishares Russell 1000 Value E | 0% | -2.23% | Trim |
| 18 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 19 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 20 | HD | Home Depot Inc | -0.1% | -20.40% | Trim |
| 21 | DFAC | Dimensional US Core Equity 2 | -0.6% | -10.54% | Trim |
| 22 | AVUS | Avantis U.s. Equity ETF | -5.2% | -22.82% | Trim |
| 23 | GS | Goldman Sachs Group Inc | — | EXIT | Sold out |
| 24 | EFX | Equifax Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Tandemgrowth Financial Advisors LLC reported a total U.S. public equity portfolio value of $122.4M across 22 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, SCHP, DUHP) accounted for 64.7% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
GS
前期市值: $1.4M
During Q1 2026, Tandemgrowth Financial Advisors LLC's top holdings by market value included AVUS (25.2%)、SCHP (17.0%)、DUHP (16.4%). The largest single position, AVUS, represented 25.2% of total portfolio value.
In Q1 2026, Tandemgrowth Financial Advisors LLC made 16 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 7 holdings, and fully liquidating 2 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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