ETF Holders

Tandemgrowth Financial Advisors LLC ETF holdings

Alpharetta, GA

Reported $119.2M in 23 ETFs in its Form 13F for June 30, 2026.

ETF value
$119.2M
ETFs held
23
Change from prior quarter
+13.3%
With price moves
ETFs as a share of its 13F
97.4%
of $122.4M

Top 10 of 23 ETF holdings

TickerFundValueSharesChange
AVUSAvantis US Equity ETF$31.6M246,572+5,739 shares
DUHPDimensional US High Profitability ETF$20.0M480,387+7,759 shares
SCHPSchwab U.S. TIPS ETF$18.7M705,091+26,487 shares
DFACDimensional U.S. Core Equity 2 ETF$11.7M263,655−9,429 shares
DFICDimensional International Core Equity 2 ETF$7.3M196,494+16,219 shares
AVUVAvantis US Small Cap Value ETF$5.1M40,501+4,005 shares
AVEMAvantis Emerging Markets Equity ETF$4.5M46,823+2,395 shares
AVDVAvantis International Small Cap Value ETF$4.2M40,790+1,447 shares
DFNMDimensional National Municipal Bond ETF$3.0M61,130−959 shares
TIPiShares TIPS Bond ETF$2.7M24,638−328 shares
13 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002110449. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Tandemgrowth Financial Advisors LLC own?

Tandemgrowth Financial Advisors LLC reported 23 ETF positions worth $119.2M in its Form 13F for June 30, 2026. The largest was AVUS, at $31.6M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.