Dodds Wealth, LLC
CIK 1973728
13F filing for Q2 2026・No. 4,213
- Holdings
- US$444.57M
- Quarter change
- +US$37.17M
- Entries
- 56
- Net bought (estimate)
- +US$8.7M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 0
- Cut 15
- Added 21
- Corporate actions 0
- Unchanged 15
Largest holdings
56 stocks worth US$444.57M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 712,028 | US$58.85M | 13.24% |
| SPDR SERIES TRUSTST INTER BD ETF | Added | 1,745,184 | US$58.39M | 13.13% |
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 600,150 | US$51.7M | 11.63% |
| ISHARES TRISHS 5-10YR INVT | Added | 923,932 | US$49.13M | 11.05% |
| ISHARES TRUS TREAS BD ETF | Added | 2,039,239 | US$46.45M | 10.45% |
| SCHWAB STRATEGIC TRUS LCAP VA ETF | Cut | 1,030,077 | US$35.86M | 8.07% |
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Added | 1,020,508 | US$29.55M | 6.65% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 35,078 | US$24.09M | 5.42% |
| VANGUARD STAR FDSVG TL INTL STK F | Cut | 170,734 | US$14.6M | 3.28% |
| J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF | Added | 220,422 | US$11.17M | 2.51% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.