Pandowealth. LLC

PEACHTREE CITY, GA · CIK 2143045 · 13F filing filed 2026-08-20

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPeachtree City, GA

$121.5m reported value +6.0% vs Q1 2026

18positions

98.3%in top 10

1 new 9 added 4 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	1,499,476	$61.1m50.30%	50.30%	Added +19.5k	+19,548 1.3%
2	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,021,485	$45.3m37.31%	37.31%	Added +26.6k	+26,635 2.7%
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	113,472	$4.8m3.93%	3.93%	Added +3.9k	+3,886 3.5%
4	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,219	$1.9m1.59%	1.59%	Added +11	+11 0.2%
5	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	25,540	$1.8m1.47%	1.47%	Reduced -915	-915 -3.5%
6	VANGUARD MUN BD FDS SHORT TAX EXEMPT VSDM	VSDM	16,754	$1.3m1.06%	1.06%	Added +7.7k	+7,650 84.0%
7	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	15,613	$1.2m0.99%	0.99%	New
8	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	14,546	$800.2k0.66%	0.66%	Added +151	+151 1.1%
9	PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF AKRE	AKRE	13,115	$697.6k0.57%	0.57%	Unchanged
10	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	13,429	$494.7k0.41%	0.41%	Added +13	+13 0.1%
11	DIMENSIONAL ETF TRUST GLOBAL CORE PLUS DFGP	DFGP	7,334	$399.4k0.33%	0.33%	Reduced -156.9k	-156,913 -95.5%
12	SPDR GOLD TR GOLD SHS GLD	GLD	895	$329.7k0.27%	0.27%	Unchanged
13	APPLE INC COM AAPL	AAPL	1,065	$308.1k0.25%	0.25%	Reduced -70	-70 -6.2%
14	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	5,952	$301.1k0.25%	0.25%	Reduced -844	-844 -12.4%
15	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	341	$254.9k0.21%	0.21%	Unchanged
16	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,127	$245.7k0.20%	0.20%	Added +4	+4 0.4%
17	VANGUARD CALIF TAX FREE FDS TAX EXEMPT BD FD VTEC	VTEC	2,387	$240.1k0.20%	0.20%	Added +171	+171 7.7%
18	HERCULES CAPITAL INC COM HTGC	HTGC	2,507,600	$00.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR TIP	TIP	1,849	$204.1k1.8k shares
VANGUARD SCOTTSDALE FDS VCSH	VCSH	2,532	$200.7k2.5k shares