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Pandowealth. LLC

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13F filer, CIK 2143045, PEACHTREE CITY, GA

Pandowealth. LLC reported $121,455,763 across 18 holdings for the quarter ended 2026-06-30, in a 13F-HR/A filed 2026-08-20. Its ten largest share positions make up 98.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001754960-26-000777

Period
2026-06-30
Reported value
$121M
Holdings
18
Top 10 weight
98.29%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VCRBnew+15,613$1.21M
DFACadded+26,635$1.18M
DFAUadded+19,548$796K
VSDMadded+7,650$586K
VOOadded+3,886$163K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFGPreduced-156,913-$8.55M
TIPexited-1,849-$204K
VCSHexited-2,532-$201K
DFATreduced-915-$64K
VTEBreduced-844-$42.7K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR/A 0001754960-26-000777, largest first. % of portfolio is the value over $121,455,763, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,413,681 shares; 2026Q1: 1,479,928 shares; 2026Q2: 1,499,476 shares 1,499,476$61.1M50.3%+19,548Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 938,620 shares; 2026Q1: 994,850 shares; 2026Q2: 1,021,485 shares 1,021,485$45.3M37.31%+26,635Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 106,976 shares; 2026Q1: 109,586 shares; 2026Q2: 113,472 shares 113,472$4.77M3.93%+3,886Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 5,422 shares; 2026Q1: 5,208 shares; 2026Q2: 5,219 shares 5,219$1.93M1.59%+11Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 26,395 shares; 2026Q1: 26,455 shares; 2026Q2: 25,540 shares 25,540$1.79M1.47%-915Timeline
VSDMVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 9,104 shares; 2026Q2: 16,754 shares 16,754$1.28M1.06%+7,650Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,613 shares 15,613$1.21M0.99%newTimeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 14,431 shares; 2026Q1: 14,395 shares; 2026Q2: 14,546 shares 14,546$800K0.66%+151Timeline
AKREPROFESIONALLY MANAGED PORTFOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,115 shares; 2026Q1: 13,115 shares; 2026Q2: 13,115 shares 13,115$698K0.57%0Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 13,601 shares; 2026Q1: 13,416 shares; 2026Q2: 13,429 shares 13,429$495K0.41%+13Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 155,196 shares; 2026Q1: 164,247 shares; 2026Q2: 7,334 shares 7,334$399K0.33%-156,913Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 895 shares; 2026Q1: 895 shares; 2026Q2: 895 shares 895$330K0.27%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,686 shares; 2026Q1: 1,135 shares; 2026Q2: 1,065 shares 1,065$308K0.25%-70Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 12,046 shares; 2026Q1: 6,796 shares; 2026Q2: 5,952 shares 5,952$301K0.25%-844Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 414 shares; 2026Q1: 341 shares; 2026Q2: 341 shares 341$255K0.21%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,118 shares; 2026Q1: 1,123 shares; 2026Q2: 1,127 shares 1,127$246K0.2%+4Timeline
VTECVANGUARD CALIF TAX FREE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,948 shares; 2026Q1: 2,216 shares; 2026Q2: 2,387 shares 2,387$240K0.2%+171Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,507,600 shares; 2026Q1: 2,507,600 shares; 2026Q2: 2,507,600 shares 2,507,600$00%0Value filed as zero, left out of ratios.Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TIPISHARES TR1,849$204Kshares
VCSHVANGUARD SCOTTSDALE FDS2,532$201Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000710 superseded2026-08-07acceptance time not in the bulk data set
13F-HR/A 0001754960-26-000777 baserestatement2026-08-20acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR/A 0001754960-26-000787 Quarter ended 2026-03-312026-08-28acceptance time not in the bulk data set
13F-HR/A 0001754960-26-000788 Quarter ended 2025-12-312026-08-28acceptance time not in the bulk data set
13F-HR/A 0001754960-26-000777 Quarter ended 2026-06-302026-08-20acceptance time not in the bulk data set
13F-HR 0001754960-26-000707 Quarter ended 2025-12-312026-08-07acceptance time not in the bulk data set
13F-HR 0001754960-26-000708 Quarter ended 2026-03-312026-08-07acceptance time not in the bulk data set
13F-HR 0001754960-26-000710 Quarter ended 2026-06-302026-08-07acceptance time not in the bulk data set