TANDEMGROWTH FINANCIAL ADVISORS LLC

Registered adviser

CIK

2110449

Location

ALPHARETTA, GA

Portfolio Value

Small $122,586,781

Diversification

Highly concentrated

Filing Date

Global Rank

#8,001 / 8,827 ▲ 12 · as of Jun 2026

Top Industry

Capital Markets 61.2%

Period ended 38 days ago

Filed Nov 5, 2026 · 2d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 125490

Roster of Nov 1, 2026

Regulatory AUM

$297,000,214

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$297,000,214	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$258,055,730	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$235,102,287	Individuals and high net worth (99%)
May 2023 to Mar 2024	$200,930,064	Individuals and high net worth (99%)
Apr 2023	$200,930,064	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$225,351,403	Individuals and high net worth (99%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 100.0% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 94.5%; sector active share 84.5% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

26 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

40.5%

+0.8 pts

Top 5

98.7%

+0.1 pts

Top 10

100.0%

0.0 pts

HHI

3,368

Highly concentrated+40

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.9%	$120,054,361	23
Financial Services	1.3%	$1,550,419	1
Consumer Cyclical	0.5%	$555,039	1
Healthcare	0.3%	$426,962	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
SCHP	Schwab U.S. TIPS ETF	+27,903	732,994	$18,420,139
DFIC	Dimensional International Core Equity 2 ETF	+13,103	209,597	$7,882,943
DFNM	Dimensional National Municipal Bond ETF	+9,990	71,120	$3,273,653
DUHP	Dimensional US High Profitability ETF	+3,026	483,413	$20,259,838
AVEM	Avantis Emerging Markets Equity ETF	+2,157	48,980	$4,605,099
AVDV	Avantis International Small Cap Value ETF	+2,004	42,794	$4,680,807
AVUV	Avantis U.S. Small Cap Value ETF	+1,593	42,094	$4,957,410
DFSD	Dimensional Short-Duration Fixed Income ETF	+332	7,206	$334,877
BNDX	Vanguard Total International Bond ETF	+316	4,911	$230,178
DFAC	Dimensional U.S. Core Equity 2 ETF	+156	263,811	$11,726,398
DFGR	Dimensional Global Real Estate ETF	+152	24,520	$663,266
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
AVUS	Avantis U.S. Equity ETF	−3,277	243,295	$31,163,656
DFAT	Dimensional U.S. Targeted Value ETF	−213	12,965	$861,394
HD	Home Depot, Inc.	−104	1,951	$555,039
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−22	56,896	$2,106,289
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	3,745	$369,257
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
EFX	Equifax Inc	1,684	$267,284
AVRE	Avantis Real Estate ETF	4,409	$208,898
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $122,586,781 total · filing declares 26 positions · $122,586,632 · as of Sep 30, 2026

All sectors Consumer Cyclical Financial Services Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVUS	Avantis U.S. Equity ETF	Reduced	243,295	-3,277	$31,163,656	−1.3%	25.42%
DUHP	Dimensional US High Profitability ETF	Added	483,413	+3,026	$20,259,838	+1.1%	16.53%
SCHP	Schwab U.S. TIPS ETF	Added	732,994	+27,903	$18,420,139	−1.4%	15.03%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	263,811	+156	$11,726,398	+0.3%	9.57%
DFIC	Dimensional International Core Equity 2 ETF	Added	209,597	+13,103	$7,882,943	+7.7%	6.43%
AVUV	Avantis U.S. Small Cap Value ETF	Added	42,094	+1,593	$4,957,410	−1.9%	4.04%
AVDV	Avantis International Small Cap Value ETF	Added	42,794	+2,004	$4,680,807	+11.4%	3.82%
AVEM	Avantis Emerging Markets Equity ETF	Added	48,980	+2,157	$4,605,099	+1.9%	3.76%
DFNM	Dimensional National Municipal Bond ETF	Added	71,120	+9,990	$3,273,653	+10.8%	2.67%
TIP	iShares TIPS Bond ETF	Held	24,638	0	$2,563,337	−4.9%	2.09%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	56,896	-22	$2,106,289	+0.4%	1.72%
AVDE	Avantis International Equity ETF	Held	21,551	0	$1,941,960	+1.0%	1.58%
GS	Goldman Sachs Group Inc Financial Services	Held	1,722	0	$1,550,419	−11.0%	1.26%
DFSV	Dimensional US Small Cap Value ETF	Held	34,263	0	$1,283,834	−3.4%	1.05%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	12,965	-213	$861,394	−6.5%	0.70%
DISV	Dimensional International Small Cap Value ETF	Held	19,818	0	$857,921	+7.9%	0.70%
IWF	iShares Russell 1000 Growth ETF	Held	5,367	0	$672,270	+0.9%	0.55%
DFGR	Dimensional Global Real Estate ETF	Added	24,520	+152	$663,266	−6.0%	0.54%
MTUM	iShares MSCI USA Momentum Factor ETF	Held	1,825	0	$579,145	−7.4%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,951	-104	$555,039	−23.4%	0.45%
LLY	ELI LILLY & Co Healthcare	Held	369	0	$426,962	−3.5%	0.35%
VTES	VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF	NEW	3,745	NEW	$369,257	NEW	0.30%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Held	8,773	0	$348,463	−2.3%	0.28%
DFSD	Dimensional Short-Duration Fixed Income ETF	Added	7,206	+332	$334,877	+2.0%	0.27%
IWD	iShares Russell 1000 Value ETF	Held	1,098	0	$272,227	+2.3%	0.22%
BNDX	Vanguard Total International Bond ETF	Added	4,911	+316	$230,178	+3.4%	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.