Tandemgrowth Financial Advisors
ALPHARETTA, GAfiles as TANDEMGROWTH FINANCIAL ADVISORS LLC
$122m in 27 US stocks at the end of 30 June 2026. The top 10 are 88.9% of the money. It changed about 3.7% of the portfolio this quarter.
Value
$122m
Stocks
27
Top 10 share
88.9%
Turnover
3.7%
What changed this quarter
New
Bought for the first time this quarter.
- Goldman Sachs GroupGS1.4% of the fund
- Dimensional ETF TrustDFSD0.3% of the fund
- EquifaxEFX0.2% of the fund
- Vanguard Charlotte FDSBNDX0.2% of the fund
- American Centy ETF TRAVRE0.2% of the fund
Added
Bought more of a stock they already held.
- American Centy ETF TRAVUS25.8% of the fund+2%
- Schwab Strategic TRSCHP15.3% of the fund+4%
- Dimensional ETF TrustDFIC6.0% of the fund+9%
- American Centy ETF TRAVUV4.1% of the fund+11%
- American Centy ETF TRAVEM3.7% of the fund+5%
- American Centy ETF TRAVDV3.4% of the fund+4%
- Home DepotHD0.6% of the fund+13%
- Dimensional ETF TrustDFGR0.6% of the fund+10%
Cut
Sold some of their stake.
- Dimensional ETF TrustDFAC9.6% of the fund-3%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- American Centy ETF TRAVUS
- Share
- 25.8%
- Value
- $32m
- Shares
- 246,572
+2%
- Dimensional ETF TrustDUHP
- Share
- 16.4%
- Value
- $20m
- Shares
- 480,387
Held
- Schwab Strategic TRSCHP
- Share
- 15.3%
- Value
- $19m
- Shares
- 705,091
+4%
- Dimensional ETF TrustDFAC
- Share
- 9.6%
- Value
- $12m
- Shares
- 263,655
-3%
- Dimensional ETF TrustDFIC
- Share
- 6.0%
- Value
- $7m
- Shares
- 196,494
+9%
- American Centy ETF TRAVUV
- Share
- 4.1%
- Value
- $5m
- Shares
- 40,501
+11%
- American Centy ETF TRAVEM
- Share
- 3.7%
- Value
- $5m
- Shares
- 46,823
+5%
- American Centy ETF TRAVDV
- Share
- 3.4%
- Value
- $4m
- Shares
- 40,790
+4%
- Dimensional ETF TrustDFNM
- Share
- 2.4%
- Value
- $3m
- Shares
- 61,130
Held
- Ishares TRTIP
- Share
- 2.2%
- Value
- $3m
- Shares
- 24,638
Held
- Dimensional ETF TrustDFAX
- Share
- 1.7%
- Value
- $2m
- Shares
- 56,918
Held
- American Centy ETF TRAVDE
- Share
- 1.6%
- Value
- $2m
- Shares
- 21,551
Held
- Dimensional ETF TrustDFSV
- Share
- 1.1%
- Value
- $1m
- Shares
- 34,263
Held
- Dimensional ETF TrustDFAT
- Share
- 0.8%
- Value
- $921,142
- Shares
- 13,178
Held
- Dimensional ETF TrustDISV
- Share
- 0.6%
- Value
- $795,296
- Shares
- 19,818
Held
- Dimensional ETF TrustDFGR
- Share
- 0.6%
- Value
- $705,932
- Shares
- 24,368
+10%
- Ishares TRIWF
- Share
- 0.5%
- Value
- $666,388
- Shares
- 5,367
Held
- Ishares TRMTUM
- Share
- 0.5%
- Value
- $625,665
- Shares
- 1,825
Held
- Dimensional ETF TrustDFEM
- Share
- 0.3%
- Value
- $356,535
- Shares
- 8,773
Held
- Dimensional ETF TrustDFSD
- Share
- 0.3%
- Value
- $328,232
- Shares
- 6,874
New
- Ishares TRIWD
- Share
- 0.2%
- Value
- $266,081
- Shares
- 1,098
Held
- Vanguard Charlotte FDSBNDX
- Share
- 0.2%
- Value
- $222,531
- Shares
- 4,595
New
- American Centy ETF TRAVRE
- Share
- 0.2%
- Value
- $208,898
- Shares
- 4,409
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| American Centy ETF TRAVUS | 25.8% | $32m | 246,572 | +2% |
| Dimensional ETF TrustDUHP | 16.4% | $20m | 480,387 | Held |
| Schwab Strategic TRSCHP | 15.3% | $19m | 705,091 | +4% |
| Dimensional ETF TrustDFAC | 9.6% | $12m | 263,655 | -3% |
| Dimensional ETF TrustDFIC | 6.0% | $7m | 196,494 | +9% |
| American Centy ETF TRAVUV | 4.1% | $5m | 40,501 | +11% |
| American Centy ETF TRAVEM | 3.7% | $5m | 46,823 | +5% |
| American Centy ETF TRAVDV | 3.4% | $4m | 40,790 | +4% |
| Dimensional ETF TrustDFNM | 2.4% | $3m | 61,130 | Held |
| Ishares TRTIP | 2.2% | $3m | 24,638 | Held |
| Dimensional ETF TrustDFAX | 1.7% | $2m | 56,918 | Held |
| American Centy ETF TRAVDE | 1.6% | $2m | 21,551 | Held |
| Goldman Sachs GroupGS | 1.4% | $2m | 1,722 | New |
| Dimensional ETF TrustDFSV | 1.1% | $1m | 34,263 | Held |
| Dimensional ETF TrustDFAT | 0.8% | $921,142 | 13,178 | Held |
| Dimensional ETF TrustDISV | 0.6% | $795,296 | 19,818 | Held |
| Home DepotHD | 0.6% | $724,757 | 2,055 | +13% |
| Dimensional ETF TrustDFGR | 0.6% | $705,932 | 24,368 | +10% |
| Ishares TRIWF | 0.5% | $666,388 | 5,367 | Held |
| Ishares TRMTUM | 0.5% | $625,665 | 1,825 | Held |
| Eli LillyLLY | 0.4% | $442,590 | 369 | Held |
| Dimensional ETF TrustDFEM | 0.3% | $356,535 | 8,773 | Held |
| Dimensional ETF TrustDFSD | 0.3% | $328,232 | 6,874 | New |
| EquifaxEFX | 0.2% | $267,284 | 1,684 | New |
| Ishares TRIWD | 0.2% | $266,081 | 1,098 | Held |
| Vanguard Charlotte FDSBNDX | 0.2% | $222,531 | 4,595 | New |
| American Centy ETF TRAVRE | 0.2% | $208,898 | 4,409 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 6.8% since 31 December 2025.
Where the money is
Financial services1.4%
Retail & consumer0.6%
Health care0.4%
Industrials0.2%
Other97.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.