StockDriftsStockDriftsTop 27 Tandemgrowth Financial Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 25.81% | 246.6K | $31.6M | +2.38%(+5.74K) | $110.42(+19.07%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 16.38% | 480.4K | $20.0M | +1.64%(+7.76K) | $37.91(+12.46%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 15.27% | 705.1K | $18.7M | +3.90%(+26.49K) | $26.70(-2.95%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 9.56% | 263.7K | $11.7M | -3.45%(-9.43K) | $39.08(+17.68%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.98% | 196.5K | $7.3M | +9.00%(+16.22K) | $33.96(+15.46%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.13% | 40.5K | $5.1M | +10.97%(+4.00K) | $102.49(+24.37%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.69% | 46.8K | $4.5M | +5.39%(+2.40K) | $76.63(+20.72%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.43% | 40.8K | $4.2M | +3.68%(+1.45K) | $92.12(+19.18%) | 2026-06-30 | |
| DFNM | DIMENSIONAL ETF TRUST | 2.41% | 61.1K | $3.0M | -1.54%(-959) | $48.07(-0.46%) | 2026-06-30 | |
| TIP | ISHARES TR | 2.2% | 24.6K | $2.7M | -1.31%(-328) | $110.57(-3.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.93% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.33% |
Tandemgrowth Financial Advisors LLC reports $122.38M in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (25.8%), DUHP (16.4%) and SCHP (15.3%). The top 20 holdings account for 98.27% of reported assets. Its disclosed equity book has returned +9.93% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tandemgrowth Financial Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110449). View Tandemgrowth Financial Advisors LLC’s 13F filings on SEC