account_balance

Investment manager · 13F filer · SEC CIK 2143045

Pandowealth. LLC

Reported value$129Mas of Sep 30, 2026
Positions27 12 new, 4 sold out
Top 10 weight92.3%DFAC alone is 37%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 36.9% Added +6%
DFAI Dimensional ETF Trust 10.1% New
DUHP Dfa Invt Dimensions Group In 9.4% New
DFAE Dimensional ETF Trust 8.8% New
DFSV Dfa Invt Dimensions Group In 8.5% New
DFLV Dimensional ETF Trust 4.9% New
DFIV Dimensional ETF Trust 4.3% New
DISV Dimensional ETF Trust 4.0% New
DIHP Dimensional ETF Trust 3.8% New
VTI Vanguard Index FDS 1.5% Held
DFAT Dimensional ETF Trust 1.3% Trimmed −3%
VCRB Vanguard Malvern FDS 1.2% Added +31%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • DFAI $13M
  • DUHP $12.1M
  • DFAE $11.3M
  • DFSV $10.9M
arrow_upwardAdded
  • VCRB +31%
  • VTEB +12%
  • SPY +11%
  • DFAC +6%
arrow_downwardTrimmed
  • VOO −99%
  • DFAX −4%
  • DFAT −3%
remove_circleSold out
  • DFAU $61.1M
  • INR $1.87M
  • DFGP $399K
  • HTGC $0

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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