Arkolith/Funds/Tandemgrowth Financial Advisors LLC

Tandemgrowth Financial Advisors LLC

CIK 2110449
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

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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holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
10
existing
Trimmed
5
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+6.6%
+14.3%/yr · since Feb '26
Their reported book
+7.2%
held from quarter-end
S&P 500
+13.5%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Aug '26
Tandemgrowth Financial Advisors LLC (copied at disclosure) S&P 500

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.

Concentration

Top-heavy: concentrated book

Top 5 holdings
73%
Top 10 holdings
89%
Top 20 holdings
98%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

3% mapped to company sectors

ETF / fund or unclassified
97%
Financials
1%
Consumer Discretionary
1%
Health Care
0%
Industrials
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Tandemgrowth Financial Advisors LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY27 / 27$53.0B
JPMORGAN CHASE & CO27 / 27$40.7B
ENVESTNET ASSET MANAGEMENT INC27 / 27$15.1B
MERCER GLOBAL ADVISORS INC /ADV27 / 27$11.4B
LPL Financial LLC27 / 27$9.7B
Focus Partners Wealth27 / 27$8.6B
Savant Capital, LLC27 / 27$6.3B
Corient Private Wealth LLC27 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

27 positions
#SecurityValueShares% PortLast moveHistory
1American Centy ETF TR
US EQT ETF
$31.6M246.6K
25.8%
+2.4%
Added · +6K sh
2Dimensional ETF Trust
US HIGH PROF ETF
$20.0M480.4K
16.4%
+1.6%
Added · +8K sh
3Schwab Strategic TR
US TIPS ETF
$18.7M705.1K
15.3%
+3.9%
Added · +26K sh
4Dimensional ETF Trust
US COR EQU 2 ETF
$11.7M263.7K
9.6%
−3.5%
Reduced · −9K sh
5Dimensional ETF Trust
INTL CORE EQUITY
$7.3M196.5K
6.0%
+9.0%
Added · +16K sh
6American Centy ETF TR
US SML CP VALU
$5.1M40.5K
4.1%
+11%
Added · +4K sh
7American Centy ETF TR
AVANTIS EMGMKT
$4.5M46.8K
3.7%
+5.4%
Added · +2K sh
8American Centy ETF TR
INTL SMCP VLU
$4.2M40.8K
3.4%
+3.7%
Added · +1K sh
9Dimensional ETF Trust
NATL MUN BD ETF
$3.0M61.1K
2.4%
−1.5%
Reduced · −959 sh
10Ishares TR
TIPS BD ETF
$2.7M24.6K
2.2%
−1.3%
Reduced · −328 sh
11Dimensional ETF Trust
WORLD EX US CORE
$2.1M56.9K
1.7%
−0.6%
Reduced · −319 sh
12American Centy ETF TR
INTL EQT ETF
$1.9M21.6K
1.6%
Held
13Goldman Sachs Group Inc
COM
$1.7M1.7K
1.4%
New
New position
14Dimensional ETF Trust
US SMALL CAP ETF
$1.3M34.3K
1.1%
Held
15Dimensional ETF Trust
US TARGETED VLU
$921K13.2K
0.8%
Held
16Dimensional ETF Trust
INTL SMALL CAP V
$795K19.8K
0.6%
−1.4%
Reduced · −277 sh
17Home Depot Inc
COM
$725K2.1K
0.6%
+13%
Added · +229 sh
18Dimensional ETF Trust
GLOBAL REAL EST
$706K24.4K
0.6%
+9.7%
Added · +2K sh
19Ishares TR
RUS 1000 GRW ETF
$666K5.4K
0.5%
+300%
Added · +4K sh
20Ishares TR
MSCI USA MMENTM
$626K1.8K
0.5%
Held
21Eli Lilly & Co
COM
$443K369
0.4%
Held
22Dimensional ETF Trust
EMERGING MKTS CO
$357K8.8K
0.3%
Held
23Dimensional ETF Trust
SHOR DUR FIX ETF
$328K6.9K
0.3%
New
New position
24Equifax Inc
COM
$267K1.7K
0.2%
New
New position
25Ishares TR
RUS 1000 VAL ETF
$266K1.1K
0.2%
Held
26Vanguard Charlotte FDS
TOTAL INT BD ETF
$223K4.6K
0.2%
New
New position
27American Centy ETF TR
REAL ESTATE ETF
$209K4.4K
0.2%
New
New position
Showing all 27 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202627$122.4M13F-HR
Q1 2026Mar 31, 2026May 7, 202622$106.2M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202624$114.6M13F-HR

Data source

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.