TANDEMGROWTH FINANCIAL ADVISORS LLC Concentrated Active

Name: TANDEMGROWTH FINANCIAL ADVISORS LLC Q1 2026 13F Filing | 13F Explorer
Creator: TANDEMGROWTH FINANCIAL ADVISORS LLC
Published: 2026-05-07

Location: Alpharetta, GA

CIK: 0002110449 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 7, 2026

Total Value: $106M (100.0% shares, 0.0% debt)

Holdings (22)

AVUS AMERICAN CENTY ETF TR 25.2%

Value $26.78M Shares 240,833 Est. Cost $111.78 Unrealized —

SCHP SCHWAB STRATEGIC TR 17.0%

Value $18.06M Shares 678,604 Est. Cost $26.50 Unrealized —

DUHP DIMENSIONAL ETF TRUST 16.4%

Value $17.37M Shares 472,628 Est. Cost $38.03 Unrealized —

DFAC DIMENSIONAL ETF TRUST 10.0%

Value $10.61M Shares 273,084 Est. Cost $39.59 Unrealized —

DFIC DIMENSIONAL ETF TRUST 6.0%

Value $6.405M Shares 180,275 Est. Cost $34.59 Unrealized —

AVUV AMERICAN CENTY ETF TR 3.8%

Value $4.032M Shares 36,496 Est. Cost $102.28 Unrealized —

AVDV AMERICAN CENTY ETF TR 3.7%

Value $3.929M Shares 39,343 Est. Cost $94.34 Unrealized —

AVEM AMERICAN CENTY ETF TR 3.4%

Value $3.58M Shares 44,428 Est. Cost $77.02 Unrealized —

DFNM DIMENSIONAL ETF TRUST 2.8%

Value $2.976M Shares 62,089 Est. Cost $48.15 Unrealized —

TIP ISHARES TR 2.6%

Value $2.755M Shares 24,966 Est. Cost $109.91 Unrealized —

DFAX DIMENSIONAL ETF TRUST 1.8%

Value $1.944M Shares 57,237 Est. Cost $32.73 Unrealized —

AVDE AMERICAN CENTY ETF TR 1.7%

Value $1.828M Shares 21,551 Est. Cost $82.32 Unrealized —

DFSV DIMENSIONAL ETF TRUST 1.1%

Value $1.201M Shares 34,263 Est. Cost $32.89 Unrealized —

DFAT DIMENSIONAL ETF TRUST 0.8%

Value $823K Shares 13,178 Est. Cost $59.54 Unrealized —

DISV DIMENSIONAL ETF TRUST 0.7%

Value $793K Shares 20,095 Est. Cost $38.02 Unrealized —

HD HOME DEPOT INC 0.6%

Value $601K Shares 1,826 Est. Cost $364.59 Unrealized +3.4%

DFGR DIMENSIONAL ETF TRUST 0.6%

Value $590K Shares 22,212 Est. Cost $26.44 Unrealized —

IWF ISHARES TR 0.5%

Value $572K Shares 1,342 Est. Cost $473.19 Unrealized —

MTUM ISHARES TR 0.4%

Value $438K Shares 1,825 Est. Cost $250.31 Unrealized —

LLY ELI LILLY & CO 0.3%

Value $339K Shares 369 Est. Cost $955.55 Unrealized +9.6%

DFEM DIMENSIONAL ETF TRUST 0.3%

Value $303K Shares 8,773 Est. Cost $33.08 Unrealized —

IWD ISHARES TR 0.2%

Value $235K Shares 1,098 Est. Cost $210.26 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AVUS	AMERICAN CENTY ETF TR	240,833	$26.78M	25.2%	$111.78	—	US EQT ETF	025072885
SCHP	SCHWAB STRATEGIC TR	678,604	$18.06M	17.0%	$26.50	—	US TIPS ETF	808524870
DUHP	DIMENSIONAL ETF TRUST	472,628	$17.37M	16.4%	$38.03	—	US HIGH PROFITAB	25434V831
DFAC	DIMENSIONAL ETF TRUST	273,084	$10.61M	10.0%	$39.59	—	US CORE EQUITY 2	25434V708
DFIC	DIMENSIONAL ETF TRUST	180,275	$6.405M	6.0%	$34.59	—	INTL CORE EQUITY	25434V799
AVUV	AMERICAN CENTY ETF TR	36,496	$4.032M	3.8%	$102.28	—	US SML CP VALU	025072877
AVDV	AMERICAN CENTY ETF TR	39,343	$3.929M	3.7%	$94.34	—	INTL SMCP VLU	025072802
AVEM	AMERICAN CENTY ETF TR	44,428	$3.58M	3.4%	$77.02	—	AVANTIS EMGMKT	025072604
DFNM	DIMENSIONAL ETF TRUST	62,089	$2.976M	2.8%	$48.15	—	NATL MUN BD ETF	25434V849
TIP	ISHARES TR	24,966	$2.755M	2.6%	$109.91	—	TIPS BD ETF	464287176
DFAX	DIMENSIONAL ETF TRUST	57,237	$1.944M	1.8%	$32.73	—	WORLD EX US CORE	25434V880
AVDE	AMERICAN CENTY ETF TR	21,551	$1.828M	1.7%	$82.32	—	INTL EQT ETF	025072703
DFSV	DIMENSIONAL ETF TRUST	34,263	$1.201M	1.1%	$32.89	—	US SMALL CAP VAL	25434V815
DFAT	DIMENSIONAL ETF TRUST	13,178	$823K	0.8%	$59.54	—	US TARGETED VLU	25434V609
DISV	DIMENSIONAL ETF TRUST	20,095	$793K	0.7%	$38.02	—	INTL SMALL CAP V	25434V781
HD	HOME DEPOT INC	1,826	$601K	0.6%	$364.59	+3.4%	COM	437076102
DFGR	DIMENSIONAL ETF TRUST	22,212	$590K	0.6%	$26.44	—	GLOBAL REAL EST	25434V658
IWF	ISHARES TR	1,342	$572K	0.5%	$473.19	—	RUS 1000 GRW ETF	464287614
MTUM	ISHARES TR	1,825	$438K	0.4%	$250.31	—	MSCI USA MMENTM	46432F396
LLY	ELI LILLY & CO	369	$339K	0.3%	$955.55	+9.6%	COM	532457108
DFEM	DIMENSIONAL ETF TRUST	8,773	$303K	0.3%	$33.08	—	EMERGING MKTS CO	25434V732
IWD	ISHARES TR	1,098	$235K	0.2%	$210.26	—	RUS 1000 VAL ETF	464287598