TANDEMGROWTH FINANCIAL ADVISORS LLC

Q2 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
27
Total value ($000)
$122,376
Net value change ($000)
+16,213 (15.3%)
New positions
5
Sold out positions
0
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AVUS 4,805 17.9%
DUHP 2,673 15.4%
GS 1,742 NEW
DFAC 1,084 10.2%
AVUV 1,021 25.3%
AVEM 938 26.2%
DFIC 916 14.3%
SCHP 627 3.5%
DFSD 328 NEW
AVDV 274 7.0%
Top Reduces (Value $000, Stocks/ETFs)
TIP -59 -2.1%
DFNM -21 -0.7%
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