Pandowealth

Latest statistics and disclosures from Pandowealth's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are DFAU, DFAC, DFGP, VOO, VTI, and represent 94.53% of Pandowealth's stock portfolio.
  • Added to shares of these 8 stocks: DFAU, DFAC, VSDM, DFGP, VOO, DFAT, VTV, VCSH.
  • Started 1 new stock position in VSDM.
  • Reduced shares in these 8 stocks: VTEB, WMT, VTEC, AAPL, VTI, SPY, DFAX, DFUV.
  • Sold out of its position in WMT.
  • Pandowealth was a net buyer of stock by $5.0M.
  • Pandowealth has $115M in assets under management (AUM), dropping by 5.17%.
  • Central Index Key (CIK): 0002143045

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Portfolio Holdings for Pandowealth

Pandowealth holds 19 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 47.8 $55M +4% 1.5M 36.98
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Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 33.7 $39M +5% 995k 38.86
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Dimensional Etf Trust Glob Co Plus Etf (DFGP) 7.7 $8.9M +5% 164k 53.99
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.8 $4.4M +2% 110k 40.03
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Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $1.7M -3% 5.2k 320.83
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.4 $1.7M 27k 62.45
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.6 $698k 14k 48.46
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Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.6 $695k NEW 9.1k 76.29
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Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.6 $693k 13k 52.85
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Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $456k 13k 33.97
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Spdr Gold Tr Gold Shs (GLD) 0.3 $385k 895.00 430.29
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $339k -43% 6.8k 49.89
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Apple (AAPL) 0.3 $288k -32% 1.1k 253.69
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $222k -17% 341.00 649.69
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Vanguard Index Fds Value Etf (VTV) 0.2 $220k 1.1k 196.17
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Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.2 $220k -43% 2.2k 99.08
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Ishares Tr Tips Bd Etf (TIP) 0.2 $204k 1.8k 110.36
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $201k 2.5k 79.26
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Hercules Technology Growth Capital (HTGC) 0.0 $0 2.5M 0.00
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Past Filings by Pandowealth

SEC 13F filings are viewable for Pandowealth going back to 2025