13FBOX
TANDEMGROWTH FINANCIAL ADVISORS LLC · 13F Holdings
Options Calculator Rankings

TANDEMGROWTH FINANCIAL ADVISORS LLC

No.8771 Data as of 2026Q2
Latest AUM (Q2 2026)
$122.4M
QoQ Change Q1 2026
+$16.2M+15.3%
Holdings
27
New Buys
5
Adds
10
Reduces
5
Exits
0
Unchanged
7
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AAMERICAN CENTY ETF TRAVUS
25.81%25.22%$31.6M246,572$26.8M240,833+5,739+2.38%Add
DDIMENSIONAL US HIGH PROFITABILITY ETFDUHP
16.38%16.37%$20.0M480,387$17.4M472,628+7,759+1.64%Add
SSCHWAB USSCHP
15.27%17.01%$18.7M705,091$18.1M678,604+26,487+3.90%Add
DDIMENSIONAL ETF TRUSTDFAC
9.56%10%$11.7M263,655$10.6M273,084-9,429-3.45%Reduce
DDIMENSIONAL ETF TRUSTDFIC
5.98%6.03%$7.3M196,494$6.4M180,275+16,219+9.00%Add
AAVANTIS U SAVUV
4.13%3.8%$5.1M40,501$4.0M36,496+4,005+10.97%Add
AAMERICAN CENTY ETF TRAVEM
3.69%3.37%$4.5M46,823$3.6M44,428+2,395+5.39%Add
AAvantis US Small Cap Value ETFAVDV
3.43%3.7%$4.2M40,790$3.9M39,343+1,447+3.68%Add
DDIMENSIONAL ETF TRUSTDFNM
2.41%2.8%$3.0M61,130$3.0M62,089-959-1.54%Reduce
IISHARES TRTIP
2.2%2.6%$2.7M24,638$2.8M24,966-328-1.31%Reduce
DDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFDFAX
1.71%1.83%$2.1M56,918$1.9M57,237-319-0.56%Reduce
AVANTIS INTLNGG
1.57%1.72%$1.9M21,551$1.8M21,55100.00%Unchanged
GOLDMAN SACHS GROUP INCGS
1.42%$1.7M1,722$00+1,722New Buy
DDIMENSIONAL ETF TRUSTDFSV
1.09%1.13%$1.3M34,263$1.2M34,26300.00%Unchanged
DDIMENSIONAL U.S. TARGETED VALUE ETFDFAT
0.75%0.78%$921,14213,178$822,96613,17800.00%Unchanged
DDIMENSIONAL ETF TRUSTDISV
0.65%0.75%$795,29619,818$792,54720,095-277-1.38%Reduce
HOME DEPOT INCHD
0.59%0.57%$724,7572,055$600,5531,826+229+12.54%Add
DDIMENSIONAL ETF TRUSTDFGR
0.58%0.56%$705,93224,368$590,38422,212+2,156+9.71%Add
IISHARES RUSSELLIWF
0.54%0.54%$666,3885,367$572,0941,342+4,025+299.93%Add
IISHARES TRMTUM
0.51%0.41%$625,6651,825$437,9821,82500.00%Unchanged
ELI LILLY & COLLY
0.36%0.32%$442,590369$339,39536900.00%Unchanged
DDIMENSIONAL ETF TRUSTDFEM
0.29%0.29%$356,5358,773$303,1078,77300.00%Unchanged
DDIMENSIONAL ETF TRUSTDFSD
0.27%$328,2326,874$00+6,874New Buy
EQUIFAX INCEFX
0.22%$267,2841,684$00+1,684New Buy
IISHARES TRIWD
0.22%0.22%$266,0811,098$234,5161,09800.00%Unchanged
VVANGUARD TOTALBNDX
0.18%$222,5314,595$00+4,595New Buy
AAMERICAN CENTY ETF TRAVRE
0.17%$208,8984,409$00+4,409New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow