TANDEMGROWTH FINANCIAL ADVISORS LLC - Portfolio Stock Holdings
TANDEMGROWTH FINANCIAL ADVISORS LLC disclosed 27 stock positions in a recent SEC 13F filing. $122,375,961 of stock holdings were filed, with the largest holdings including AVUS, DUHP, and SCHP. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $297,000,214 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
27Est. Stock Holding Value:
$122,375,961Top Stock Holdings By Sector
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Portfolio Stock Holdings - TANDEMGROWTH FINANCIAL ADVISORS LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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