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Manager record

Pandowealth. LLC

CIK 2143045 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$121.46MReported 13F valueQ2 2026 · as filed
18Holdings listed
+6.0%vs prior quartervalue change includes market moves
3Quarters on record
Aug 20Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $109.0M$109.0MQ4 202519 holdingsQ1 2026: $114.6M$114.6MQ1 202619 holdingsQ2 2026: $121.5M$121.5MQ2 202618 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 28 2026 13F-HR/A · period Q4 2025

$108.95M · 19 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 28 2026 13F-HR/A · period Q1 2026

$114.58M · 19 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 20 2026 13F-HR/A · period Q2 2026

$121.46M · 18 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 07 2026 13F-HR · period Q2 2026

$110.54M · 20 holdings listed · View original SEC filing ↗
Aug 07 2026 13F-HR · period Q2 2026

$116.43M · 20 holdings listed · View original SEC filing ↗
Aug 07 2026 13F-HR · period Q2 2026

$123.32M · 19 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 28, 2026 · Change methodology