TANDEMGROWTH FINANCIAL ADVISORS LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, TANDEMGROWTH FINANCIAL ADVISORS LLC opened 6 positions, added to 15, reduced 10 and sold out of 3.
- Q2 2026: Stock DUHP; Country of operation —; Class US HIGH PROFITAB; Shares before 472,628.
- Q2 2026: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 273,084.
- Q2 2026: Stock DFSV; Country of operation —; Class US SMALL CAP VAL; Shares before 34,263.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2110449), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
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