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Pandowealth. LLC

Pandowealth. LLC is an Investment Adviser institutional filer with the SEC under CIK 2143045, reporting 18 portfolio positions, with 43 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: GA
  • Filing type: 13F-HR/A
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-28

Top 10 portfolio positions

The largest reported holdings in Pandowealth. LLC's most recent 13F filing, ranked by reported market value.

  1. DIMENSIONAL ETF TRUST (DFAU)
  2. DIMENSIONAL ETF TRUST (DFAC)
  3. VANGUARD INDEX FDS (VOO)
  4. VANGUARD INDEX FDS (VTI)
  5. DIMENSIONAL ETF TRUST (DFAT)
  6. VANGUARD MUN BD FDS (VSDM)
  7. VANGUARD MALVERN FDS (VCRB)
  8. DIMENSIONAL ETF TRUST (DFUV)
  9. PROFESIONALLY MANAGED PORTFO (AKRE)
  10. DIMENSIONAL ETF TRUST (DFAX)
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