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Pandora Wealth, Inc.

Portfolio Manager
Pandora Wealth, Inc.
Performance
+0.61% (2025 Q4)
AUM (13F)
$164.56M
# of Holdings
224
Performance Rank
Allocation (Top 20)
74.54%

Pandora Wealth, Inc. Holdings Map

Top 50 Pandora Wealth, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC COM
10.71%64.8K$17.6M
+0.69%(+445)
2024-Q4: 0 shares2025-Q1: 66.7K shares2025-Q2: 64.4K shares2025-Q3: 64.4K shares2025-Q4: 64.8K shares
$236.46(+12.67%)
2025-12-31
IVV
ISHARES CORE S&P 500 ETF
8.85%21.3K$14.6M
+0.29%(+61)
2024-Q4: 0 shares2025-Q1: 21.1K shares2025-Q2: 21.1K shares2025-Q3: 21.2K shares2025-Q4: 21.3K shares
$575.83(+22.12%)
2025-12-31
ACIO
APTUS COLLARED INVESTMENT OPPORTUNITY ETF
8.65%325.8K$14.2M
-0.21%(-671)
2024-Q4: 0 shares2025-Q1: 331.2K shares2025-Q2: 326.4K shares2025-Q3: 326.5K shares2025-Q4: 325.8K shares
$39.47(+12.46%)
2025-12-31
META
META PLATFORMS INC CL A
7.29%18.2K$12.0M
+1.17%(+210)
2024-Q4: 0 shares2025-Q1: 18.0K shares2025-Q2: 18.0K shares2025-Q3: 18.0K shares2025-Q4: 18.2K shares
$582.28(+15.34%)
2025-12-31
DRSK
APTUS DEFINED RISK ETF
6.46%373.3K$10.6M
+0.96%(+3.56K)
2024-Q4: 0 shares2025-Q1: 275.7K shares2025-Q2: 276.5K shares2025-Q3: 369.7K shares2025-Q4: 373.3K shares
$27.72(+2.63%)
2025-12-31
AMZN
AMAZON COM INC COM
4.71%33.6K$7.8M
-1.32%(-450)
2024-Q4: 0 shares2025-Q1: 34.6K shares2025-Q2: 34.5K shares2025-Q3: 34.0K shares2025-Q4: 33.6K shares
$204.82(+21.32%)
2025-12-31
VUG
VANGUARD GROWTH ETF
4.17%14.1K$6.9M
-0.55%(-78)
2024-Q4: 0 shares2025-Q1: 14.1K shares2025-Q2: 14.1K shares2025-Q3: 14.1K shares2025-Q4: 14.1K shares
$390.92(+24.24%)
2025-12-31
IVE
ISHARES S&P 500 VALUE ETF
4.08%31.7K$6.7M
-0.66%(-211)
2024-Q4: 0 shares2025-Q1: 32.3K shares2025-Q2: 32.1K shares2025-Q3: 31.9K shares2025-Q4: 31.7K shares
$190.73(+14.30%)
2025-12-31
EFA
ISHARES MSCI EAFE ETF
2.57%44.1K$4.2M
-2.41%(-1.09K)
2024-Q4: 0 shares2025-Q1: 44.0K shares2025-Q2: 45.0K shares2025-Q3: 45.2K shares2025-Q4: 44.1K shares
$78.88(+30.98%)
2025-12-31
NVDA
NVIDIA CORPORATION COM
2.44%21.5K$4.0M
-4.61%(-1.04K)
2024-Q4: 0 shares2025-Q1: 24.4K shares2025-Q2: 24.4K shares2025-Q3: 22.6K shares2025-Q4: 21.5K shares
$121.33(+63.90%)
2025-12-31

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