StockDriftsStockDriftsTop 18 Pandowealth. LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 49.54% | 1.50M | $61.1M | +1.32%(+19.55K) | $46.29(+15.72%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 36.74% | 1.02M | $45.3M | +2.68%(+26.64K) | $39.14(+17.50%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.87% | 113.5K | $4.8M | +3.55%(+3.89K) | $620.07(+14.67%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.57% | 5.2K | $1.9M | +0.21%(+11) | $331.74(+15.16%) | 2026-06-30 | |
| INR | INFINITY NAT RES INC | 1.51% | 1.87M | $1.9M | +0.55%(+10.16K) | $14.25(-5.41%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 1.45% | 25.5K | $1.8M | -3.46%(-915) | $58.88(+22.59%) | 2026-06-30 | |
| VSDM | VANGUARD MUN BD FDS | 1.04% | 16.8K | $1.3M | +84.03%(+7.65K) | $76.40(-0.26%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 0.98% | 15.6K | $1.2M | new | $77.19(-1.57%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 0.65% | 14.5K | $800K | +1.05%(+151) | $45.70(+25.50%) | 2026-06-30 | |
| AKRE | PROFESIONALLY MANAGED PORTFO | 0.57% | 13.1K | $698K | +0.00%(+0) | $65.51(-9.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.33% |
Pandowealth. LLC reports $123.32M in US-listed equity holdings across 19 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (49.5%), DFAC (36.7%) and VOO (3.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +9.71% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pandowealth. LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2143045). View Pandowealth. LLC’s 13F filings on SEC