TANDEMGROWTH FINANCIAL ADVISORS LLC
CIK: 0002110449SEC EDGAR →
Portfolio Value
$114.6M
Holdings
24
As of
Q4 2025
New Positions
24
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 312,044 | $34.9M | 30.45% |
| 2 | DIMENSIONAL ETF TRUST | 482,445 | $18.3M | 16.01% |
| 3 | SCHWAB STRATEGIC TR | 618,967 | $16.4M | 14.31% |
| 4 | DIMENSIONAL ETF TRUST | 305,252 | $12.1M | 10.55% |
| 5 | DIMENSIONAL ETF TRUST | 158,269 | $5.5M | 4.76% |
| 6 | AMERICAN CENTY ETF TR | 35,200 | $3.6M | 3.13% |
| 7 | AMERICAN CENTY ETF TR | 45,526 | $3.5M | 3.06% |
| 8 | AMERICAN CENTY ETF TR | 36,865 | $3.5M | 3.02% |
| 9 | ISHARES TR | 25,353 | $2.8M | 2.43% |
| 10 | DIMENSIONAL ETF TRUST | 55,824 | $2.7M | 2.35% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $113.0M | 98.6% |
| Consumer Cyclical | 1 | $789K | 0.7% |
| Healthcare | 1 | $396K | 0.3% |
| Industrials | 1 | $365K | 0.3% |