Pandora Wealth, Inc.

All 13F Filings

Location
Oakbrook Terrace, IL
Most recent 13F
Q4 2025
Holdings value ($000)
164,555
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/4/2026 224 164,555 13F-HR Pandora Wealth, Inc.
Q3 2025 11/3/2025 226 165,223 13F-HR Pandora Wealth, Inc.
Q2 2025 7/25/2025 298 162,640 13F-HR Pandora Wealth, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 81.55 K 49.6% 0 1.228 K -1.228 K
ETFs 83.01 K 50.4% 569 0 569
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Fund Snapshot

Q4 2025
Latest filed
2/4/2026
Total value ($000)
164,555
Holdings
224
QoQ value change ($000)
-668 (-0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.