Tandemgrowth Financial Advisors LLC reported 3 positions worth $2.53M for the quarter ended Sep 30, 2026, down 20.3% on the prior quarter. It opened 0 new positions, added to 0, trimmed 1 and exited 1. Its largest holding is Goldman Sachs Group Inc at 61.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| EFX Equifax Inc | -1,684 | $267.28K | 8.42% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GS Goldman Sachs Group Inc | Financial Services | 1,722 | $1.55M | 61.22% | 0 | 0.0% | Unchanged | 0% |
| 2 | HD Home Depot, Inc. | Consumer Discretionary | 1,951 | $555.04K | 21.92% | -104 | -5.1% | Reduced | 0% |
| 3 | LLY ELI LILLY & Co | Healthcare | 369 | $426.96K | 16.86% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Tandemgrowth Financial Advisors.
As of its Q3 2026 13F filing, Tandemgrowth Financial Advisors LLC’s five largest positions were Goldman Sachs Group Inc (GS) at 61.2%, Home Depot, Inc. (HD) at 21.9%, ELI LILLY & Co (LLY) at 16.9% of the reported portfolio.
Tandemgrowth Financial Advisors LLC reported a 13F portfolio worth $2.53M across 3 positions for Q3 2026. That is down 20.3% from the previous quarter.
Its largest sales by value were Equifax Inc ($267.28K), Home Depot, Inc. ($29.59K). It exited 1 positions entirely.
From the Form 13F-HR reports Tandemgrowth Financial Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.