Pandora Wealth, Inc.
CIK 2045414 · Holdings on Mar 31, 2025 · First reported May 12, 2025
Top ten holdings
Q1 2025- AAPL9.74%
- ACIO8.43%
- IVV7.81%
- META6.82%
- DRSK4.95%
- AMZN4.33%
- IVE4.05%
- VUG3.44%
- AGG3.38%
- EFA2.37%
Share classes counted separately55.32%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCStock View history and evidence | $14.81M | 9.74% | 66.67K shares | Prior unavailable — | — | ↗▾ |
| 02 | ACIOAPTUS COLLARED INVEST OPPETF View history and evidence | $12.81M | 8.43% | 331.17K shares | Prior unavailable — | — | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $11.87M | 7.81% | 21.13K shares | Prior unavailable — | — | ↗▾ |
| 04 | METAMETA PLATFORMS INC-CLASS AStock View history and evidence | $10.37M | 6.82% | 17.99K shares | Prior unavailable — | — | ↗▾ |
| 05 | DRSKAPTUS DEFINED RISK ETFETF View history and evidence | $7.52M | 4.95% | 275.69K shares | Prior unavailable — | — | ↗▾ |
| 06 | AMZNAMAZON.COM INCStock View history and evidence | $6.58M | 4.33% | 34.60K shares | Prior unavailable — | — | ↗▾ |
| 07 | IVEISHARES S&P 500 VALUE ETFETF View history and evidence | $6.16M | 4.05% | 32.33K shares | Prior unavailable — | — | ↗▾ |
| 08 | VUGVANGUARD MRNGSTAR GR ETF-SUIETF View history and evidence | $5.23M | 3.44% | 14.10K shares | Prior unavailable — | — | ↗▾ |
| 09 | AGGISHARES CORE U.S. AGGREGATEETF View history and evidence | $5.13M | 3.38% | 51.87K shares | Prior unavailable — | — | ↗▾ |
| 10 | EFAISHARES MSCI EAFE ETFETF View history and evidence | $3.60M | 2.37% | 44.04K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2045414 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 152017258
}Research all 266 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.