account_balance

Investment manager · 13F filer · SEC CIK 2110449

Tandemgrowth Financial Advisors LLC

Reported value$123Mas of Sep 30, 2026
Positions26 1 new, 2 sold out
Top 10 weight89.4%AVUS alone is 25%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUS American Centy ETF Tr 25.4% Held
DUHP Dfa Invt Dimensions Group In 16.5% Held
SCHP Schwab Strategic Tr 15.0% Added +4%
DFAC Dimensional ETF Trust 9.6% Held
DFIC Dimensional ETF Trust 6.4% Added +7%
AVUV American Centy ETF Tr 4.0% Added +4%
AVDV American Centy ETF Tr 3.8% Added +5%
AVEM American Centy ETF Tr 3.8% Added +5%
DFNM Dimensional ETF Trust 2.7% Added +16%
TIP iShares Tr 2.1% Held
DFAX Dimensional ETF Trust 1.7% Held
AVDE American Centy ETF Tr 1.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • VTES $369K
arrow_upwardAdded
  • DFNM +16%
  • DFIC +7%
  • AVDV +5%
  • DFSD +5%
arrow_downwardTrimmed
remove_circleSold out
  • EFX $267K
  • AVRE $209K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist