TANDEMGROWTH FINANCIAL ADVISORS LLC

Q3 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$122,587
Net value change ($000)
+211 (0.2%)
New positions
3
Sold out positions
4
Turnover %
35.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFA INVT DIMENSIONS GROUP IN 20,260 NEW
DFA INVT DIMENSIONS GROUP IN 1,284 NEW
DFIC 562 7.7%
AVDV 478 11.4%
VTES 369 NEW
DFNM 319 10.8%
AVEM 87 1.9%
DISV 63 7.9%
DFAC 30 0.3%
AVDE 20 1.0%
Top Reduces (Value $000, Stocks/ETFs)
DUHP -20,047 -100.0%
DFSV -1,329 -100.0%
AVUS -417 -1.3%
EFX -267 -100.0%
SCHP -265 -1.4%
AVRE -209 -100.0%
GS -192 -11.0%
HD -170 -23.4%
TIP -133 -4.9%
AVUV -96 -1.9%
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