Pandora Wealth, Inc.
Q3 2025 13F Holdings
- Locationoakbrook terrace, IL
- Num holdings
226
- Value ($000)
$165,223
- Date Filed 11/03/2025
- Form type13F-HR
- CIK 0002045414
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A APPLE INC COM | STOCK | 037833100 | $16.39M | 10 % | 64,353 | ||
I ISHARES CORE S&P 500 ETF | ETF | 464287200 | $14.20M | 9 % | 21,210 | ||
A APTUS COLLARED INVESTMENT OPPORTUNITY ETF | ETF | 26922A222 | $14.18M | 9 % | 326,514 | ||
M META PLATFORMS INC CL A | STOCK | 30303M102 | $13.19M | 8 % | 17,961 | ||
D APTUS DEFINED RISK ETF | ETF | 26922A388 | $10.66M | 7 % | 369,713 | ||
A AMAZON COM INC COM | STOCK | 023135106 | $7.48M | 5 % | 34,048 | ||
V VANGUARD GROWTH ETF | ETF | 922908736 | $6.79M | 4 % | 14,149 | ||
I ISHARES S&P 500 VALUE ETF | ETF | 464287408 | $6.58M | 4 % | 31,870 | ||
E ISHARES MSCI EAFE ETF | ETF | 464287465 | $4.22M | 3 % | 45,186 | ||
N NVIDIA CORPORATION COM | STOCK | 67066G104 | $4.21M | 3 % | 22,558 |
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