Pandowealth. LLC
Long book
$114.6M
Q1 2026
Positions
19
Top-10 weight
98%
concentration
Last quarter
+18.6%
SPY +18.6%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsPandowealth. LLC is an institutional manager, running a $114.6M US long book across 19 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: DIMENSIONAL US CORE EQUITY M, DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL GLBL CORE PL FIX, VANGUARD S&P 500 ETF, VANGUARD TOTAL STOCK MKT ETF.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-2.4%
Q1 2026
+18.6%
Sector allocation
Technology 100%
Other 0%