TANDEMGROWTH FINANCIAL ADVISORS LLC

Q1 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
22
Total value ($000)
$106,163
Net value change ($000)
-8,399 (-7.3%)
New positions
0
Sold out positions
2
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHP 1,662 10.1%
DFIC 951 17.4%
AVDV 465 13.4%
AVUV 442 12.3%
DFNM 287 10.7%
DFGR 76 14.8%
AVEM 74 2.1%
DFSV 74 6.6%
DFAX 71 3.8%
AVDE 54 3.0%
Top Reduces (Value $000, Stocks/ETFs)
AVUS -8,104 -23.2%
DFAC -1,473 -12.2%
GS -1,369 -100.0%
DUHP -973 -5.3%
EFX -365 -100.0%
HD -188 -23.8%
IWF -63 -9.9%
LLY -58 -14.6%
TIP -32 -1.1%
MTUM -19 -4.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type