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Pandowealth. LLC
hedge fundUpdated 14 days agoManaged by Pandowealth. Llc • Latest filing Q2 2026
Portfolio value
$123.3M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $110.5M |
| Q1 2026 | $116.4M |
| Q2 2026 | $123.3M |
Top holdings
19 positions as of Q1 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $51M | 1.41M | 46.78% | — |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $37.2M | 938.6K | 34.11% | — |
| 3 | ? N/A DIMENSIONAL ETF TRUST | $8.4M | 155.2K | 7.70% | — |
| 4 | V VGES VANGUARD INDEX FDS | $4.1M | 107.0K | 3.79% | — |
| 5 | V VGES VANGUARD INDEX FDS | $1.8M | 5.4K | 1.67% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $1.6M | 26.4K | 1.44% | — |
| 7 | ? N/A PROFESIONALLY MANAGED PORTFO | $859K | 13.1K | 0.79% | — |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $672K | 14.4K | 0.62% | — |
| 9 | V VGES VANGUARD MUN BD FDS | $606K | 12.0K | 0.56% | — |
| 10 | A AAPL APPLE INC | $458K | 1.7K | 0.42% | — |
| 11 | D DIOD DIMENSIONAL ETF TRUST | $445K | 13.6K | 0.41% | — |
| 12 | V VGES VANGUARD CALIF TAX FREE FDS | $396K | 3.9K | 0.36% | — |
| 13 | G GLD SPDR GOLD TR | $355K | 895 | 0.33% | — |
| 14 | S SPY STATE STR SPDR S&P 500 ETF T | $282K | 414 | 0.26% | — |
| 15 | W WMT WALMART INC | $224K | 2.0K | 0.21% | — |
| 16 | V VGES VANGUARD INDEX FDS | $214K | 1.1K | 0.20% | — |
| 17 | B BLK ISHARES TR | $203K | 1.8K | 0.19% | — |
| 18 | V VGES VANGUARD SCOTTSDALE FDS | $202K | 2.5K | 0.19% | — |
| 19 | H HCXY HERCULES CAPITAL INC | $0 | 2.51M | 0.00% | — |