Tandemgrowth Financial Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$106.2M
Q ending 2026-03-31
Prior quarter
$114.6M
Q ending 2025-12-31
Change
-7.3% QoQ
Positions
22
reported holdings
Largest positions
All 22 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVUS | Shares | $26.8M | 241K |
| Schwab Strategic Tr | SCHP | Shares | $18.1M | 679K |
| Dimensional Etf Trust | DUHP | Shares | $17.4M | 473K |
| Dimensional Etf Trust | DFAC | Shares | $10.6M | 273K |
| Dimensional Etf Trust | DFIC | Shares | $6.4M | 180K |
| American Centy Etf Tr | AVUV | Shares | $4.0M | 36K |
| American Centy Etf Tr | AVDV | Shares | $3.9M | 39K |
| American Centy Etf Tr | AVEM | Shares | $3.6M | 44K |
| Dimensional Etf Trust | DFNM | Shares | $3.0M | 62K |
| Ishares Tr | TIP | Shares | $2.8M | 25K |
| Dimensional Etf Trust | DFAX | Shares | $1.9M | 57K |
| American Centy Etf Tr | AVDE | Shares | $1.8M | 22K |
| Dimensional Etf Trust | DFSV | Shares | $1.2M | 34K |
| Dimensional Etf Trust | DFAT | Shares | $823K | 13K |
| Dimensional Etf Trust | DISV | Shares | $793K | 20K |
| Home Depot Inc | HD | Shares | $601K | 2K |
| Dimensional Etf Trust | DFGR | Shares | $590K | 22K |
| Ishares Tr | IWF | Shares | $572K | 1K |
| Ishares Tr | MTUM | Shares | $438K | 2K |
| Eli Lilly & Co | LLY | Shares | $339K | 369 |
| Dimensional Etf Trust | DFEM | Shares | $303K | 9K |
| Ishares Tr | IWD | Shares | $235K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.