Pandowealth. LLC
All 13F Filings
- Location
- Peachtree City, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 121,456
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/19/2026 | 18 | 121,456 | 13F-HR/A - RESTATEMENT | Pandowealth. LLC |
| Q2 2026 | 8/7/2026 | 19 | 123,321 | 13F-HR | Pandowealth. LLC |
| Q1 2026 | 8/28/2026 | 19 | 114,579 | 13F-HR/A - RESTATEMENT | Pandowealth. LLC |
| Q1 2026 | 8/7/2026 | 20 | 116,434 | 13F-HR | Pandowealth. LLC |
| Q4 2025 | 8/28/2026 | 19 | 108,952 | 13F-HR/A - RESTATEMENT | Pandowealth. LLC |
| Q4 2025 | 8/7/2026 | 20 | 110,544 | 13F-HR | Pandowealth. LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 308 | 0.3% | 20 | 0 | 20 |
| ETFs | 121.1 K | 99.7% | 6.854 K | 0 | 6.854 K |
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Fund Snapshot
Q2 2026
Latest filed
8/19/2026
Total value ($000)
121,456
Holdings
18
QoQ value change ($000)
6,877
(6.0%)
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.