Pandowealth. LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 97.7%; sector active share 78.8% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 77.5% | $137,559,061 |
| Financial Services | 22.3% | $39,544,852 |
| Technology | 0.2% | $308,168 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | +26,635 | 1,021,485 | $45,313,074 | |
| DFAU | Dimensional US Core Equity Market ETF | +19,548 | 1,499,476 | $77,507,914 | |
| VSDM | VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | +7,650 | 16,754 | $1,283,859 | |
| VOO | VANGUARD 500 INDEX FUND | +3,886 | 113,472 | $4,768,859 | |
| VTEC | Vanguard California Tax-Exempt Bond ETF | +171 | 2,387 | $240,132 | |
| DFUV | Dimensional U.S. Marketwide Value ETF | +151 | 14,546 | $800,175 | |
| DFAX | Dimensional World ex. U.S. Core Equity 2 ETF | +13 | 13,429 | $494,724 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +11 | 5,219 | $1,931,238 | |
| VTV | VANGUARD VALUE INDEX FUND | +4 | 1,127 | $245,607 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFGP | Dimensional Global Core Plus Fixed Income ETF | −156,913 | 7,334 | $399,409 | |
| DFAT | Dimensional U.S. Targeted Value ETF | −915 | 25,540 | $1,785,246 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | −844 | 5,952 | $301,052 | |
| AAPL | Apple Inc. | −70 | 1,065 | $308,168 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VCRB | VANGUARD CORE BOND ETF | 15,613 | $1,205,838 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DFAU |
Dimensional US Core Equity Market ETF
|
Added | 1,499,476 | $77,507,914 | 43.69% | |
| DFAC |
Dimensional U.S. Core Equity 2 ETF
|
Added | 1,021,485 | $45,313,074 | 25.54% | |
| HTGC |
Hercules Capital, Inc.
Financial Services
|
Held | 2,507,600 | $39,544,852 | 22.29% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 113,472 | $4,768,859 | 2.69% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 5,219 | $1,931,238 | 1.09% | |
| DFAT |
Dimensional U.S. Targeted Value ETF
|
Reduced | 25,540 | $1,785,246 | 1.01% | |
| VSDM |
VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF
|
Added | 16,754 | $1,283,859 | 0.72% | |
| VCRB |
VANGUARD CORE BOND ETF
|
NEW | 15,613 | $1,205,838 | 0.68% | |
| DFUV |
Dimensional U.S. Marketwide Value ETF
|
Added | 14,546 | $800,175 | 0.45% | |
| AKRE |
Professionally Managed Portfolios
|
Held | 13,115 | $697,586 | 0.39% | |
| DFAX |
Dimensional World ex. U.S. Core Equity 2 ETF
|
Added | 13,429 | $494,724 | 0.28% | |
| DFGP |
Dimensional Global Core Plus Fixed Income ETF
|
Reduced | 7,334 | $399,409 | 0.23% | |
| GLD |
Spdr Gold Trust
|
Held | 895 | $329,700 | 0.19% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,065 | $308,168 | 0.17% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Reduced | 5,952 | $301,052 | 0.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 341 | $254,648 | 0.14% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 1,127 | $245,607 | 0.14% | |
| VTEC |
Vanguard California Tax-Exempt Bond ETF
|
Added | 2,387 | $240,132 | 0.14% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.