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The Analysis of TANDEMGROWTH FINANCIAL ADVISORS LLC's Holdings & P&L

Currently, TANDEMGROWTH FINANCIAL ADVISORS LLC holds 27 types of securities in its portfolio with a total value $122.4M. In the most recent quarter, they have increased their positions in GS (+1.7K shares, valued at $1.7M), AVUS (+5.7K shares, valued at $735.0K), SCHP (+26.5K shares, valued at $701.9K); decreased their positions in DFAC (-9.4K shares, valued at $418.3K), DFNM (-959 shares, valued at $46.4K), TIP (-328 shares, valued at $35.9K); initiated new positions in GS (+1.7K shares, valued at $1.7M), DFSD (+6.9K shares, valued at $328.2K), EFX (+1.7K shares, valued at $267.3K).

1M P&L

+881.4K+0.71%

3M P&L

+4.3M+3.59%

HY P&L

+8.8M+7.55%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A119.2M

97.4%

2Capital Markets1.7M

1.4%

3Home Improvement Retail724.8K

0.6%

Top Industries by Stock Count

1N/A23 stocks

85.2%

2Drug Manufacturers - General1 stocks

3.7%

3Consulting Services1 stocks

3.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR246.6K shares2.38%2026-06-302026-08-05

DUHP DIMENSIONAL ETF TRUST480.4K shares1.64%2026-06-302026-08-05

SCHP SCHWAB STRATEGIC TR705.1K shares3.90%2026-06-302026-08-05

DFAC DIMENSIONAL ETF TRUST263.7K shares-3.45%2026-06-302026-08-05

DFIC DIMENSIONAL ETF TRUST196.5K shares9.00%2026-06-302026-08-05

AVUV AMERICAN CENTY ETF TR40.5K shares10.97%2026-06-302026-08-05

AVEM AMERICAN CENTY ETF TR46.8K shares5.39%2026-06-302026-08-05

AVDV AMERICAN CENTY ETF TR40.8K shares3.68%2026-06-302026-08-05

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DFNM DIMENSIONAL ETF TRUST61.1K shares-1.54%2026-06-302026-08-05

TIP ISHARES TR24.6K shares-1.31%2026-06-302026-08-05

DFAX DIMENSIONAL ETF TRUST56.9K shares-0.56%2026-06-302026-08-05

AVDE AMERICAN CENTY ETF TR21.6K shares0.00%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC1.7K sharesnew addition2026-06-302026-08-05

DFSV DIMENSIONAL ETF TRUST34.3K shares0.00%2026-06-302026-08-05

DFAT DIMENSIONAL ETF TRUST13.2K shares0.00%2026-06-302026-08-05

DISV DIMENSIONAL ETF TRUST19.8K shares-1.38%2026-06-302026-08-05

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HD HOME DEPOT INC2.1K shares12.54%2026-06-302026-08-05

DFGR DIMENSIONAL ETF TRUST24.4K shares9.71%2026-06-302026-08-05

IWF ISHARES TR5.4K shares299.93%2026-06-302026-08-05

MTUM ISHARES TR1.8K shares0.00%2026-06-302026-08-05

LLY ELI LILLY & CO369 shares0.00%2026-06-302026-08-05

DFEM DIMENSIONAL ETF TRUST8.8K shares0.00%2026-06-302026-08-05

DFSD DIMENSIONAL ETF TRUST6.9K sharesnew addition2026-06-302026-08-05

EFX EQUIFAX INC1.7K sharesnew addition2026-06-302026-08-05

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IWD ISHARES TR1.1K shares0.00%2026-06-302026-08-05

BNDX VANGUARD CHARLOTTE FDS4.6K sharesnew addition2026-06-302026-08-05

AVRE AMERICAN CENTY ETF TR4.4K sharesnew addition2026-06-302026-08-05

AVUS

AMERICAN CENTY ETF TR

2.38%

Shares246.6K

Event2026-06-30

Filed2026-08-05

DUHP

DIMENSIONAL ETF TRUST

1.64%

Shares480.4K

Event2026-06-30

Filed2026-08-05

SCHP

SCHWAB STRATEGIC TR

3.90%

Shares705.1K

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL ETF TRUST

-3.45%

Shares263.7K

Event2026-06-30

Filed2026-08-05

DFIC

DIMENSIONAL ETF TRUST

9.00%

Shares196.5K

Event2026-06-30

Filed2026-08-05

AVUV

AMERICAN CENTY ETF TR

10.97%

Shares40.5K

Event2026-06-30

Filed2026-08-05

AVEM

AMERICAN CENTY ETF TR

5.39%

Shares46.8K

Event2026-06-30

Filed2026-08-05

AVDV

AMERICAN CENTY ETF TR

3.68%

Shares40.8K

Event2026-06-30

Filed2026-08-05

DFNM

DIMENSIONAL ETF TRUST

-1.54%

Shares61.1K

Event2026-06-30

Filed2026-08-05

TIP

ISHARES TR

-1.31%

Shares24.6K

Event2026-06-30

Filed2026-08-05

DFAX

DIMENSIONAL ETF TRUST

-0.56%

Shares56.9K

Event2026-06-30

Filed2026-08-05

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares21.6K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares34.3K

Event2026-06-30

Filed2026-08-05

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares13.2K

Event2026-06-30

Filed2026-08-05

DISV

DIMENSIONAL ETF TRUST

-1.38%

Shares19.8K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

12.54%

Shares2.1K

Event2026-06-30

Filed2026-08-05

DFGR

DIMENSIONAL ETF TRUST

9.71%

Shares24.4K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

299.93%

Shares5.4K

Event2026-06-30

Filed2026-08-05

MTUM

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

0.00%

Shares369

Event2026-06-30

Filed2026-08-05

DFEM

DIMENSIONAL ETF TRUST

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-05

DFSD

DIMENSIONAL ETF TRUST

New

Shares6.9K

Event2026-06-30

Filed2026-08-05

EFX

EQUIFAX INC

New

Shares1.7K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

BNDX

VANGUARD CHARLOTTE FDS

New

Shares4.6K

Event2026-06-30

Filed2026-08-05

AVRE

AMERICAN CENTY ETF TR

New

Shares4.4K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

TANDEMGROWTH FINANCIAL ADVISORS LLC Institutional Holdings, Portfolio & P&L — TradeFomo