TANDEMGROWTH FINANCIAL ADVISORS LLC - Portfolio overview
TANDEMGROWTH FINANCIAL ADVISORS LLC has 22 reported holdings in this dataset, with the latest filing dated 2026-05-07.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Consumer Cyclical and Healthcare.
Largest reported holdings by portfolio allocation
- AVUS - AMERICAN CENTY ETF TR, 25.22%
- SCHP - SCHWAB STRATEGIC TR, 17.01%
- DUHP - DIMENSIONAL ETF TRUST, 16.37%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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