Tandemgrowth Financial Advisors LLC
- SEC CIK
- 0002110449
- Latest filing
- Aug 5, 2026
The latest 13F from Tandemgrowth Financial Advisors LLC covers Q2 2026 (filed Aug 5, 2026): 27 long positions worth $122.4M. The top 10 holdings make up 88.9% of the portfolio, and the largest is American Centy ETF Tr at 25.8%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 5
- Est. +$2.77M
- Added
- 9
- Est. +$3.39M
- Reduced
- 5
- Est. −$523.4K
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
- American Centy ETF Tr02507288525.8%$31.6M
- Dimensional ETF Trust25434V83116.4%$20.0M
- Schwab US Tips ETF80852487015.3%$18.7M
- Dimensional U.S. Core Equity 2 ETF25434V7089.6%$11.7M
- Dimensional ETF Trust25434V7996.0%$7.32M
Share of portfolio
Top 5 holdings and the other 22 positions, by share of portfolio value
- American Centy ETF Tr25.8%
- Dimensional ETF Trust16.4%
- Schwab US Tips ETF15.3%
- Dimensional U.S. Core Equity 2 ETF9.6%
- Dimensional ETF Trust6.0%
- Other 22 positions27.0%
Biggest buys
New and added positions, by estimated amount bought
- GSGoldman Sachs Group Inc
- American Centy ETF Tr025072885+$735.0KAdded
- Schwab US Tips ETF808524870+$701.9KAdded
- Dimensional ETF Trust25434V799+$604.3KAdded
- American Centy ETF Tr025072877+$499.7KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- GSGoldman Sachs Group Inc
- American Centy ETF Tr025072885+0.59 pp25.2% → 25.8%
- American Centy ETF Tr025072877+0.33 pp3.8% → 4.1%
- American Centy ETF Tr025072604+0.32 pp3.4% → 3.7%
- Dimensional ETF Trust25434V864+0.27 pp0.0% → 0.3%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Dimensional U.S. Core Equity 2 ETF25434V708−$418.3KReduced
- Dimensional ETF Trust25434V849−$46.4KReduced
- iShares Tips Bond ETF464287176−$35.9KReduced
- Dimensional World Ex U.S. Core Equity 2 ETF25434V880−$11.8KReduced
- Dimensional ETF Trust25434V781−$11.1KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Dimensional U.S. Core Equity 2 ETF25434V708−0.44 pp10.0% → 9.6%
- iShares Tips Bond ETF464287176−0.39 pp2.6% → 2.2%
- Dimensional ETF Trust25434V849−0.39 pp2.8% → 2.4%
- Dimensional World Ex U.S. Core Equity 2 ETF25434V880−0.12 pp1.8% → 1.7%
- Dimensional ETF Trust25434V781−0.10 pp0.7% → 0.6%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $122.4M
- +$16.2M (+15.3%) vs. prior quarter
- Positions
- 27
- +5 vs. prior quarter
- Top 10 concentration
- 88.9%
- Top 10 as share of value
- Turnover
- 0.5%
- Q2 2026, one quarter
- Average holding period
- 3.0 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.
13F filings by quarter
3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $122.4M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 5, 2026 | 27 | $122.4M | American Centy ETF TrDimensional ETF TrustSchwab US Tips ETF | vs. Q1 2026 | SEC |
| Q1 2026 | May 7, 2026 | 22 | $106.2M | American Centy ETF TrSchwab US Tips ETFDimensional ETF Trust | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 12, 2026 | 24 | $114.6M | American Centy ETF TrDimensional ETF TrustSchwab US Tips ETF | – | SEC |