TANDEMGROWTH FINANCIAL ADVISORS LLC
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 122,587
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 26 | 122,587 | 13F-HR | TANDEMGROWTH FINANCIAL ADVISORS LLC |
| Q2 2026 | 8/5/2026 | 27 | 122,376 | 13F-HR | TANDEMGROWTH FINANCIAL ADVISORS LLC |
| Q1 2026 | 5/6/2026 | 22 | 106,163 | 13F-HR | TANDEMGROWTH FINANCIAL ADVISORS LLC |
| Q4 2025 | 2/12/2026 | 24 | 114,562 | 13F-HR | TANDEMGROWTH FINANCIAL ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.08 K | 19.6% | 20.9 K | 0 | 20.9 K |
| ETFs | 98.51 K | 80.4% | 0 | 20.69 K | -20.69 K |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
122,587
Holdings
26
QoQ value change ($000)
211
(0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.