TANDEMGROWTH FINANCIAL ADVISORS LLC
CIK 2110449 · View on SEC EDGAR ↗
- Portfolio value
- $122.4M
- Positions
- 27
- As of
- June 30, 2026
#7,979 of 9,443 by 13F value · top 84.5%
Portfolio value QoQ: +15.3% 13F does not disclose cash
- Top 10 holdings weight
- 88.87%
- Top 25 holdings weight
- 99.65%
- Positions above 1%
- 14
- Effective number of positions
- 7.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.46% Est. buys $6,656,441 · sells $523,385
- New positions
- 5
- Increased
- 10
- Decreased
- 5
- Closed
- 2
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Financial Services
1.4%
Retail
0.6%
Healthcare
0.4%
Industrials
0.2%
Other/Unmapped
97.4%
Full portfolio 27 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AVUS | $31,580,887 | 25.81% | 246,572 | $4,805,120 | Up ×1 | ||
| DUHP | $20,046,570 | 16.38% | 480,387 | $2,672,780 | Up ×1 | ||
| SCHP | $18,684,915 | 15.27% | 705,091 | $627,254 | Up ×2 | ||
| DFAC | $11,695,739 | 9.56% | 263,655 | $1,083,695 | Down ×2 | ||
| DFIC | $7,321,369 | 5.98% | 196,494 | $916,209 | Up ×2 | ||
| AVUV | $5,052,954 | 4.13% | 40,501 | $1,021,197 | Up ×2 | ||
| AVEM | $4,517,981 | 3.69% | 46,823 | $937,982 | Up ×1 | ||
| AVDV | $4,203,370 | 3.43% | 40,790 | $274,572 | Up ×2 | ||
| DFNM | $2,954,719 | 2.41% | 61,130 | $-21,207 | Down ×1 | ||
| TIP | $2,696,136 | 2.20% | 24,638 | $-59,112 | Down ×2 | ||
| DFAX | $2,096,841 | 1.71% | 56,918 | $152,517 | Down ×1 | ||
| AVDE | $1,922,349 | 1.57% | 21,551 | $93,962 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1,741,579 | 1.42% | 1,722 | ||||
| DFSV | $1,329,062 | 1.09% | 34,263 | $128,486 | |||
| DFAT | $921,142 | 0.75% | 13,178 | $98,176 | |||
| DISV | $795,296 | 0.65% | 19,818 | $2,749 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $724,757 | 0.59% | 2,055 | $124,204 | Up ×1 | ||
| DFGR | $705,932 | 0.58% | 24,368 | $115,548 | Up ×2 | ||
| IWF | $666,388 | 0.54% | 5,367 | $94,294 | Up ×1 | ||
| MTUM | $625,665 | 0.51% | 1,825 | $187,683 | |||
| LLY Eli Lilly and Company Common Stock | $442,590 | 0.36% | 369 | $103,195 | |||
| DFEM | $356,535 | 0.29% | 8,773 | $53,428 | |||
| DFSD | $328,232 | 0.27% | 6,874 | Up ×1 | |||
| EFX Equifax, Inc. Common Stock | $267,284 | 0.22% | 1,684 | ||||
| IWD | $266,081 | 0.22% | 1,098 | $31,565 | |||
| BNDX Vanguard Total International Bond ETF | $222,531 | 0.18% | 4,595 | Up ×1 | |||
| AVRE | $208,898 | 0.17% | 4,409 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AVUS | Bought more | +6K | +$4.8M |
| DUHP | Bought more | +8K | +$2.7M |
| DFAC | Trimmed | -9K | +$1.1M |
| AVUV | Bought more | +4K | +$1.0M |
| AVEM | Bought more | +2K | +$938K |
| DFIC | Bought more | +16K | +$916K |
| SCHP | Bought more | +26K | +$627K |
| AVDV | Bought more | +1K | +$275K |
| MTUM | Price move only | +0 | +$188K |
| DFAX | Trimmed | -319 | +$153K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.