Data as of Q4 2025 (Dec 31, 2025)

TANDEMGROWTH FINANCIAL ADVISORS LLC

•CIK: 2110449•Filing: Q4 2025

**TANDEMGROWTH FINANCIAL ADVISORS LLC** manages $115M across a concentrated portfolio of 24 positions. The strategy shows significant conviction in specific sectors, anchored by the largest allocation to AVUS at $34.9M. Notable holdings include DUHP ($18.3M) and SCHP ($16.4M), suggesting a focus on targeted growth and defensive positioning. The top ten positions account for approximately $112.9M of the fund's total assets.

Total AUM
$114.6M
QoQ Performance
N/A
Positions
8
Top 10 Concentration
90.1%
Latest Filing
Q4 2025

Top Holdings Allocation

AVUS
DUHP
SCHP
DFAC
AVUS30.4%
DUHP16.0%
SCHP14.3%
DFAC10.5%
DFIC4.8%
AVUV3.1%
AVEM3.1%
AVDV3.0%

📈 Biggest Buys

AVUS
AMERICAN CENTY ETF TR
NEW
30.4% of portfolio
DUHP
DIMENSIONAL ETF TRUST
NEW
16.0% of portfolio
SCHP
SCHWAB STRATEGIC TR
NEW
14.3% of portfolio
DFAC
DIMENSIONAL ETF TRUST
NEW
10.5% of portfolio
DFIC
DIMENSIONAL ETF TRUST
NEW
4.8% of portfolio

📉 Biggest Sells

No reductions this quarter

Sector Breakdown

Other97.8%
Financial1.2%
Consumer0.7%
Healthcare0.3%

📌 Top Holdings

AVUS30.4%
AMERICAN CENTY ETF TR
$34.9M
DUHP16.0%
DIMENSIONAL ETF TRUST
$18.3M
SCHP14.3%
SCHWAB STRATEGIC TR
$16.4M
DFAC10.5%
DIMENSIONAL ETF TRUST
$12.1M
DFIC4.8%
DIMENSIONAL ETF TRUST
$5.5M

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