Tandemgrowth Financial Advisors LLC Top Holdings and 13F Report (2026) About Tandemgrowth Financial Advisors LLCInvestment ActivityTandemgrowth Financial Advisors LLC has $106.16 million in total holdings as of March 31, 2026.Tandemgrowth Financial Advisors LLC owns shares of 22 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.96% of the portfolio was purchased this quarter.About 10.88% of the portfolio was sold this quarter.This quarter, Tandemgrowth Financial Advisors LLC has purchased 24 new stocks and bought additional shares in 7 stocks.Tandemgrowth Financial Advisors LLC sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $26,775,767Schwab U.S. TIPS ETF $18,057,661Dimensional US High Profitability ETF $17,373,790Dimensional U.S. Core Equity 2 ETF $10,612,044Dimensional International Core Equity 2 ETF $6,405,160 Largest Purchases this Quarter Schwab U.S. TIPS ETF 59,637 shares (about $1.59M)Dimensional International Core Equity 2 ETF 22,006 shares (about $781.87K)Dimensional National Municipal Bond ETF 6,265 shares (about $300.28K)Avantis International Small Cap Value ETF 2,478 shares (about $247.45K)Avantis U.S. Small Cap Value ETF 1,296 shares (about $143.17K) Largest Sales this Quarter Avantis U.S. Equity ETF 71,211 shares (about $7.92M)Dimensional U.S. Core Equity 2 ETF 32,168 shares (about $1.25M)Dimensional US High Profitability ETF 9,817 shares (about $360.87K)Home Depot 468 shares (about $153.92K)Avantis Emerging Markets Equity ETF 1,098 shares (about $88.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTandemgrowth Financial Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$26,775,767$7,917,225 â–¼-22.8%240,83325.2%ETFSCHPSchwab U.S. TIPS ETF$18,057,661$1,586,941 â–²9.6%678,60417.0%ETFDUHPDimensional US High Profitability ETF$17,373,790$360,873 â–¼-2.0%472,62816.4%ETFDFACDimensional U.S. Core Equity 2 ETF$10,612,044$1,250,048 â–¼-10.5%273,08410.0%ETFDFICDimensional International Core Equity 2 ETF$6,405,160$781,872 â–²13.9%180,2756.0%ETFAVUVAvantis U.S. Small Cap Value ETF$4,031,757$143,171 â–²3.7%36,4963.8%ETFAVDVAvantis International Small Cap Value ETF$3,928,798$247,453 â–²6.7%39,3433.7%ETFAVEMAvantis Emerging Markets Equity ETF$3,579,999$88,477 â–¼-2.4%44,4283.4%ETFDFNMDimensional National Municipal Bond ETF$2,975,926$300,281 â–²11.2%62,0892.8%ETFTIPiShares TIPS Bond ETF$2,755,248$42,709 â–¼-1.5%24,9662.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,944,3240.0%57,2371.8%ETFAVDEAvantis International Equity ETF$1,828,3870.0%21,5511.7%ETFDFSVDimensional US Small Cap Value ETF$1,200,5760.0%34,2631.1%ETFDFATDimensional U.S. Targeted Value ETF$822,9660.0%13,1780.8%ETFDISVDimensional International Small Cap Value ETF$792,547$12,108 â–²1.6%20,0950.7%ETFHDHome Depot$600,553$153,920 â–¼-20.4%1,8260.6%Retail/WholesaleDFGRDimensional Global Real Estate ETF$590,384$72,934 â–²14.1%22,2120.6%ETFIWFiShares Russell 1000 Growth ETF$572,0940.0%1,3420.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$437,9820.0%1,8250.4%ETFLLYEli Lilly and Company$339,3950.0%3690.3%MedicalDFEMDimensional Emerging Markets Core Equity 2 ETF$303,1070.0%8,7730.3%ETFIWDiShares Russell 1000 Value ETF$234,516$5,340 â–¼-2.2%1,0980.2%ETFGSThe Goldman Sachs Group$0$1,368,603 â–¼-100.0%00.0%FinanceEFXEquifax$0$365,394 â–¼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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