Pandowealth. LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed August 28, 2026), Pandowealth. LLC reported 19 stock positions worth $109.0 million. Its top holding was Dimensional US Core Equity M (DFAU) at 46.8% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 34.1%) and Dimensional GLBL Core PL Fix (DFGP, 7.7%).
- Most Recent 13F
- Q2 2026
- Location
- PEACHTREE CITY, GA
- CIK
- 0002143045
- Portfolio Value
- $109.0M (Q4 2025)
- SEC Filing
- 0001754960-26-000788 ↗ filed Aug 28, 2026
Holdings Value
Holdings 19 stocks · $109.0M
| DFAU Dimensional US Core Equity M | 46.78% | 1,413,681 | $51.0M | — |
| DFAC Dimensional US Core Equity 2 | 34.11% | 938,620 | $37.2M | — |
| DFGP Dimensional GLBL Core PL Fix | 7.70% | 155,196 | $8.4M | — |
| VOO Vanguard S&P 500 ETF | 3.79% | 106,976 | $4.1M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.67% | 5,422 | $1.8M | — |
| DFAT Dimensional US Target Value | 1.44% | 26,395 | $1.6M | — |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.79% | 13,115 | $859K | — |
| DFUV Dimensional US Marketwide Va | 0.62% | 14,431 | $672K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.56% | 12,046 | $606K | — |
| AAPL Apple Inc. | 0.42% | 1,686 | $458K | — |
| DFAX Dimensional World Ex US Core | 0.41% | 13,601 | $445K | — |
| VTEC Vanguard Ca Tax-Ex Bond | 0.36% | 3,948 | $396K | — |
| GLD SPDR Gold Shares | 0.33% | 895 | $355K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 414 | $282K | — |
| WMT Walmart Inc. | 0.21% | 2,015 | $224K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 1,118 | $214K | — |
| TIP iShares Tips Bond ETF | 0.19% | 1,849 | $203K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.19% | 2,531 | $202K | — |
| HTGC Hercules Capital Inc. | 0.00% | 2,507,600 | $0 | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.