Pandora Wealth, Inc.

Q2 2025 13F-HR Holdings

Location
Oakbrook Terrace, IL
Holdings as of
6/30/2025
Date filed
7/25/2025
Form type
13F-HR
Num holdings
298
Total value ($000)
$162,640
Net value change ($000)
—
New positions
298
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 11/3/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACIO 13,514 —
META 13,257 —
AAPL 13,210 —
IVV 13,123 —
DRSK 7,947 —
AMZN 7,569 —
IVE 6,274 —
VUG 6,177 —
AGG 5,093 —
EFA 4,024 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type