Tandemgrowth Financial Advisors LLC holds a concentrated book of 27 stocks worth $122.4M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Goldman Sachs Group Inc and trimmed Dimensional US Core Equity 2. Their largest long position is Avantis U.S. Equity ETF at 26% of the equity book. Cloning the disclosed picks since 2026 would be +7% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2110449/holdings"
Use Arkolith to show TANDEMGROWTH FINANCIAL ADVISORS LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Tandemgrowth Financial Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Tandemgrowth Financial Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 27 / 27 | $53.0B |
| JPMORGAN CHASE & CO | 27 / 27 | $40.7B |
| ENVESTNET ASSET MANAGEMENT INC | 27 / 27 | $15.1B |
| MERCER GLOBAL ADVISORS INC /ADV | 27 / 27 | $11.4B |
| LPL Financial LLC | 27 / 27 | $9.7B |
| Focus Partners Wealth | 27 / 27 | $8.6B |
| Savant Capital, LLC | 27 / 27 | $6.3B |
| Corient Private Wealth LLC | 27 / 27 | $3.8B |
Ranked by how many of Tandemgrowth Financial Advisors LLC's top 27 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US EQT ETF | $31.6M | 246.6K | 25.8% | ▲+2.4% Added · +6K sh | |
| 2 | Dimensional ETF Trust US HIGH PROF ETF | $20.0M | 480.4K | 16.4% | ▲+1.6% Added · +8K sh | |
| 3 | Schwab Strategic TR US TIPS ETF | $18.7M | 705.1K | 15.3% | ▲+3.9% Added · +26K sh | |
| 4 | Dimensional ETF Trust US COR EQU 2 ETF | $11.7M | 263.7K | 9.6% | ▼−3.5% Reduced · −9K sh | |
| 5 | Dimensional ETF Trust INTL CORE EQUITY | $7.3M | 196.5K | 6.0% | ▲+9.0% Added · +16K sh | |
| 6 | American Centy ETF TR US SML CP VALU | $5.1M | 40.5K | 4.1% | ▲+11% Added · +4K sh | |
| 7 | American Centy ETF TR AVANTIS EMGMKT | $4.5M | 46.8K | 3.7% | ▲+5.4% Added · +2K sh | |
| 8 | American Centy ETF TR INTL SMCP VLU | $4.2M | 40.8K | 3.4% | ▲+3.7% Added · +1K sh | |
| 9 | Dimensional ETF Trust NATL MUN BD ETF | $3.0M | 61.1K | 2.4% | ▼−1.5% Reduced · −959 sh | |
| 10 | Ishares TR TIPS BD ETF | $2.7M | 24.6K | 2.2% | ▼−1.3% Reduced · −328 sh | |
| 11 | Dimensional ETF Trust WORLD EX US CORE | $2.1M | 56.9K | 1.7% | ▼−0.6% Reduced · −319 sh | |
| 12 | American Centy ETF TR INTL EQT ETF | $1.9M | 21.6K | 1.6% | —Held | |
| 13 | Goldman Sachs Group Inc COM | $1.7M | 1.7K | 1.4% | ▲New New position | |
| 14 | Dimensional ETF Trust US SMALL CAP ETF | $1.3M | 34.3K | 1.1% | —Held | |
| 15 | Dimensional ETF Trust US TARGETED VLU | $921K | 13.2K | 0.8% | —Held | |
| 16 | Dimensional ETF Trust INTL SMALL CAP V | $795K | 19.8K | 0.6% | ▼−1.4% Reduced · −277 sh | |
| 17 | Home Depot Inc COM | $725K | 2.1K | 0.6% | ▲+13% Added · +229 sh | |
| 18 | Dimensional ETF Trust GLOBAL REAL EST | $706K | 24.4K | 0.6% | ▲+9.7% Added · +2K sh | |
| 19 | Ishares TR RUS 1000 GRW ETF | $666K | 5.4K | 0.5% | ▲+300% Added · +4K sh | |
| 20 | Ishares TR MSCI USA MMENTM | $626K | 1.8K | 0.5% | —Held | |
| 21 | Eli Lilly & Co COM | $443K | 369 | 0.4% | —Held | |
| 22 | Dimensional ETF Trust EMERGING MKTS CO | $357K | 8.8K | 0.3% | —Held | |
| 23 | Dimensional ETF Trust SHOR DUR FIX ETF | $328K | 6.9K | 0.3% | ▲New New position | |
| 24 | Equifax Inc COM | $267K | 1.7K | 0.2% | ▲New New position | |
| 25 | Ishares TR RUS 1000 VAL ETF | $266K | 1.1K | 0.2% | —Held | |
| 26 | Vanguard Charlotte FDS TOTAL INT BD ETF | $223K | 4.6K | 0.2% | ▲New New position | |
| 27 | American Centy ETF TR REAL ESTATE ETF | $209K | 4.4K | 0.2% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.