TANDEMGROWTH FINANCIAL ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, TANDEMGROWTH FINANCIAL ADVISORS LLC held in its portfolio 24 assets valued at $114,562,117 (i.e. $114.56M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($34.88M), DIMENSIONAL ETF TRUST ($18.35M), and SCHWAB STRATEGIC TR ($16.40M).
The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
TANDEMGROWTH FINANCIAL ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 312044 | 34880250 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 482445 | 18347378 | US HIGH PROFITAB |
| SCHWAB STRATEGIC TR | 618967 | 16396444 | US TIPS ETF |
| DIMENSIONAL ETF TRUST | 305252 | 12084930 | US CORE EQUITY 2 |
| DIMENSIONAL ETF TRUST | 158269 | 5453935 | INTL CORE EQUITY |
| AMERICAN CENTY ETF TR | 35200 | 3589645 | US SML CP VALU |
| AMERICAN CENTY ETF TR | 45526 | 3506437 | AVANTIS EMGMKT |
| AMERICAN CENTY ETF TR | 36865 | 3464181 | INTL SMCP VLU |
| ISHARES TR | 25353 | 2786548 | TIPS BD ETF |
| DIMENSIONAL ETF TRUST | 55824 | 2689042 | NATL MUN BD ETF |
| DIMENSIONAL ETF TRUST | 57237 | 1873351 | WORLD EX US CORE |
| AMERICAN CENTY ETF TR | 21551 | 1774078 | INTL EQT ETF |
| GOLDMAN SACHS GROUP INC | 1557 | 1368603 | COM |
| DIMENSIONAL ETF TRUST | 34263 | 1126910 | US SMALL CAP VAL |
| HOME DEPOT INC | 2294 | 789365 | COM |
| DIMENSIONAL ETF TRUST | 13178 | 784618 | US TARGETED VLU |
| DIMENSIONAL ETF TRUST | 19788 | 751944 | INTL SMALL CAP V |
| ISHARES TR | 1342 | 635020 | RUS 1000 GRW ETF |
| DIMENSIONAL ETF TRUST | 19468 | 514341 | GLOBAL REAL EST |
| ISHARES TR | 1825 | 456816 | MSCI USA MMENTM |
| ELI LILLY & CO | 369 | 396557 | COM |
| EQUIFAX INC | 1684 | 365394 | COM |
| DIMENSIONAL ETF TRUST | 8773 | 290211 | EMERGING MKTS CO |
| ISHARES TR | 1123 | 236119 | RUS 1000 VAL ETF |
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