Institutions / Tandemgrowth Financial Advisors LLC
Tandemgrowth Financial Advisors LLC
CIK 2110449 · Institution · as of Dec 31, 2025
Portfolio value
$114.56M
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| American Centy ETF Tr | $34.88M | 30.4% |
| Dimensional ETF Trust | $18.35M | 16.0% |
| Schwab Strategic Tr | $16.40M | 14.3% |
| Dimensional ETF Trust | $12.08M | 10.5% |
| Dimensional ETF Trust | $5.45M | 4.8% |
| American Centy ETF Tr | $3.59M | 3.1% |
| American Centy ETF Tr | $3.51M | 3.1% |
| American Centy ETF Tr | $3.46M | 3.0% |
| iShares Tr | $2.79M | 2.4% |
| Dimensional ETF Trust | $2.69M | 2.3% |
| Dimensional ETF Trust | $1.87M | 1.6% |
| American Centy ETF Tr | $1.77M | 1.5% |
| The Goldman Sachs Group, Inc. | $1.37M | 1.2% |
| Dimensional ETF Trust | $1.13M | 1.0% |
| Home Depot, Inc. | $789.4K | 0.7% |
| Dimensional ETF Trust | $784.6K | 0.7% |
| Dimensional ETF Trust | $751.9K | 0.7% |
| iShares Tr | $635.0K | 0.6% |
| Dimensional ETF Trust | $514.3K | 0.4% |
| iShares MSCI UAE ETF | $456.8K | 0.4% |
| ELI LILLY & Co | $396.6K | 0.3% |
| Equifax Inc | $365.4K | 0.3% |
| Dimensional ETF Trust | $290.2K | 0.3% |
| iShares Tr | $236.1K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.