TandemGrowth Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Goldman Sachs
GS
|
+$1.68M |
| 2 |
Avantis US Equity ETF
AVUS
|
+$707K |
| 3 |
Schwab US TIPS ETF
SCHP
|
+$707K |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$608K |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
+$478K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+$403K |
| 2 |
Dimensional National Municipal Bond ETF
DFNM
|
+$46.2K |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$36.3K |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$11.7K |
| 5 |
Dimensional International Small Cap Value ETF
DISV
|
+$11.5K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 97.4% |
| 2 | Financials | 1.42% |
| 3 | Consumer Discretionary | 0.59% |
| 4 | Healthcare | 0.36% |
| 5 | Industrials | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Vanguard Total International Bond ETF
BNDX
$83.3B
| $223K | 0.18% |
+4,595
| New | +$221K |
2026 Q2
0 quarters
|
|
27
Avantis Real Estate ETF
AVRE
$860M
| $209K | 0.17% |
+4,409
| New | +$208K |
2026 Q2
0 quarters
|
|
Similar funds
TandemGrowth Financial Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, TandemGrowth Financial Advisors held 27 positions worth $122M, up 15% from $106M the previous quarter. Its ten largest holdings account for 89% of the portfolio.
TandemGrowth Financial Advisors deployed $5.54M of net new capital in Q2 2026, opening 5 new positions and adding to 9 existing holdings. Its largest new stake was Goldman Sachs: 1,722 shares worth $1.74M.
By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, down from 99% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was U.S. Core Equity 2 Portfolio ETF Class Shares, an estimated $403K trimmed.
- TandemGrowth Financial Advisors's largest Q2 2026 buy was Goldman Sachs: 1,722 shares worth $1.74M.
- TandemGrowth Financial Advisors added most to Avantis US Equity ETF in Q2 2026, an estimated $707K increase.
- TandemGrowth Financial Advisors's biggest Q2 2026 reduction was U.S. Core Equity 2 Portfolio ETF Class Shares, cutting an estimated $403K.
- TandemGrowth Financial Advisors's ten largest holdings make up 89% of its $122M portfolio in Q2 2026.
- TandemGrowth Financial Advisors opened 5 new positions and closed 0 in Q2 2026.
- TandemGrowth Financial Advisors's portfolio value rose 15% quarter-over-quarter to $122M.
Based on TandemGrowth Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.