13F-HR filed by TANDEMGROWTH FINANCIAL ADVISORS LLC
TANDEMGROWTH FINANCIAL ADVISORS LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-12, with 24 holding rows worth $114,562,117.
- Accession
- 0002110449-26-000001
- Filer
- CIK 2110449
- Filed
- 2026-02-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 24 entries on the cover page, a total value of $114,562,117 stated on the cover page (in dollars after the unit check, H1), rows summing to $114,562,117 with VALUE read as dollars as filed, 13F file number 028-26242. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Avantis US Equity ETF | 025072885 | SHS | 312,044 | $34,880,250 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 482,445 | $18,347,378 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 618,967 | $16,396,444 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 305,252 | $12,084,930 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 158,269 | $5,453,935 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 35,200 | $3,589,645 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 45,526 | $3,506,437 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 36,865 | $3,464,181 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 25,353 | $2,786,548 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V849 | NATL MUN BD ETF | 55,824 | $2,689,042 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 57,237 | $1,873,351 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 21,551 | $1,774,078 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 1,557 | $1,368,603 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 34,263 | $1,126,910 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,294 | $789,365 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 13,178 | $784,618 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 19,788 | $751,944 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 1,342 | $635,020 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 19,468 | $514,341 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 1,825 | $456,816 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 369 | $396,557 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 1,684 | $365,394 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 8,773 | $290,211 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 1,123 | $236,119 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002110449-26-000001 | this filing | 2026-02-12 | acceptance time not in the bulk data set |