DeDora Capital
Latest statistics and disclosures from DeDora Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VYM, IVV, FBND, VB, and represent 30.57% of DeDora Capital's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$25M), VB, FTCA, VO, CGXU, IVV, ESGV, JEPI, HELO, GLDM.
- Started 13 new stock positions in XJH, SNOW, PANW, MRVL, KLAC, MDLZ, HOOD, FTCA, TXN, VGT. COLB, ESGE, GEV.
- Reduced shares in these 10 stocks: VYM, AMD, NVDA, TQQQ, CMF, DHR, ADP, AAPL, , .
- Sold out of its positions in ADBE, ADP, DHR, FPE, GBTC, SLV, XLE.
- DeDora Capital was a net buyer of stock by $36M.
- DeDora Capital has $460M in assets under management (AUM), dropping by 12.81%.
- Central Index Key (CIK): 0001717658
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Portfolio Holdings for DeDora Capital
DeDora Capital holds 129 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 6.6 | $31M | +436% | 354k | 86.14 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 6.4 | $30M | -10% | 187k | 158.03 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 6.1 | $28M | +5% | 38k | 748.88 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 5.7 | $26M | 578k | 45.49 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 5.7 | $26M | +8% | 86k | 303.12 |
|
| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 4.9 | $23M | +8% | 654k | 34.62 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.6 | $16M | 24k | 686.81 |
|
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| Apple (AAPL) | 3.4 | $16M | 54k | 289.36 |
|
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| Vanguard World Esg Us Corp Bd (VCEB) | 2.4 | $11M | 179k | 62.76 |
|
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.1 | $9.7M | 46k | 212.77 |
|
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 2.0 | $9.4M | +3% | 80k | 117.06 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $9.2M | -4% | 46k | 200.09 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.0 | $9.0M | +12% | 160k | 56.48 |
|
| Amazon (AMZN) | 1.8 | $8.5M | -2% | 36k | 238.34 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $7.9M | -2% | 22k | 353.33 |
|
| Broadcom (AVGO) | 1.7 | $7.8M | 21k | 377.76 |
|
|
| Tesla Motors (TSLA) | 1.7 | $7.6M | 18k | 420.60 |
|
|
| Microsoft Corporation (MSFT) | 1.6 | $7.5M | +7% | 20k | 373.03 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $7.2M | 20k | 357.37 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $7.1M | 9.6k | 736.36 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 1.5 | $7.0M | 135k | 52.12 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $6.2M | +2% | 19k | 327.34 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.3 | $6.1M | +12% | 77k | 79.42 |
|
| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 1.3 | $5.9M | +16% | 88k | 67.58 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 1.2 | $5.7M | +10% | 70k | 82.34 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 1.1 | $5.3M | 105k | 50.39 |
|
|
| Home Depot (HD) | 1.1 | $5.1M | +4% | 14k | 352.67 |
|
| Advanced Micro Devices (AMD) | 1.0 | $4.5M | -8% | 7.8k | 580.94 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $4.4M | +7% | 3.6k | 1199.40 |
|
| Applovin Corp Com Cl A (APP) | 0.9 | $4.1M | 8.0k | 515.23 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $4.1M | +2% | 4.4k | 935.38 |
|
| Raytheon Technologies Corp (RTX) | 0.9 | $4.0M | 21k | 189.73 |
|
|
| Abbvie (ABBV) | 0.8 | $3.8M | +3% | 15k | 251.65 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.7 | $3.3M | -9% | 41k | 81.00 |
|
| Visa Com Cl A (V) | 0.7 | $3.2M | 9.3k | 343.08 |
|
|
| UnitedHealth (UNH) | 0.7 | $3.1M | -2% | 7.6k | 415.62 |
|
| Union Pacific Corporation (UNP) | 0.7 | $3.0M | 11k | 272.00 |
|
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| Chevron Corporation (CVX) | 0.7 | $3.0M | +6% | 18k | 165.76 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $3.0M | 4.00 | 748850.00 |
|
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| Wal-Mart Stores (WMT) | 0.6 | $3.0M | 26k | 113.26 |
|
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| Meta Platforms Cl A (META) | 0.6 | $2.9M | 5.2k | 563.27 |
|
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| Amgen (AMGN) | 0.6 | $2.7M | 7.5k | 362.12 |
|
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.6 | $2.6M | +4% | 103k | 25.73 |
|
| Linde SHS (LIN) | 0.6 | $2.6M | 5.0k | 518.93 |
|
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.6 | $2.5M | 18k | 141.79 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $2.5M | +288% | 31k | 80.57 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.5 | $2.5M | -11% | 44k | 57.64 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $2.3M | 4.5k | 513.57 |
|
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| Netflix (NFLX) | 0.4 | $1.9M | 27k | 71.40 |
|
|
| Putnam Etf Trust Franklin Calif (FTCA) | 0.4 | $1.9M | NEW | 255k | 7.42 |
|
| Procter & Gamble Company (PG) | 0.4 | $1.8M | -3% | 12k | 146.64 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $1.7M | 4.7k | 368.38 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $1.7M | 20k | 85.49 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.7M | +4% | 6.6k | 253.98 |
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| Xcel Energy (XEL) | 0.3 | $1.6M | +10% | 19k | 80.30 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.3 | $1.5M | +422% | 12k | 132.24 |
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| Uber Technologies (UBER) | 0.3 | $1.4M | 19k | 72.16 |
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| Ensign (ENSG) | 0.3 | $1.4M | +8% | 8.6k | 160.31 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $1.4M | 3.1k | 433.33 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $1.3M | +85% | 1.8k | 763.14 |
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| Merck & Co (MRK) | 0.3 | $1.3M | -2% | 10k | 128.50 |
|
| Micron Technology (MU) | 0.3 | $1.2M | -11% | 1.1k | 1154.53 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.2M | 2.3k | 500.39 |
|
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| Ge Aerospace Com New (GE) | 0.2 | $1.1M | +6% | 3.0k | 373.69 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $1.0M | -9% | 11k | 93.92 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.0M | -3% | 11k | 90.74 |
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| Caterpillar (CAT) | 0.2 | $978k | 919.00 | 1064.58 |
|
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| Lockheed Martin Corporation (LMT) | 0.2 | $958k | 1.9k | 509.59 |
|
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $926k | -2% | 9.2k | 100.81 |
|
| salesforce (CRM) | 0.2 | $917k | -18% | 5.9k | 156.65 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.2 | $888k | -3% | 9.9k | 89.85 |
|
| Grayscale Coindesk Crypto Usd Shs (GDLC) | 0.2 | $865k | +27% | 33k | 26.39 |
|
| W.W. Grainger (GWW) | 0.2 | $822k | 604.00 | 1360.40 |
|
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| McDonald's Corporation (MCD) | 0.2 | $806k | 3.0k | 270.34 |
|
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| Oracle Corporation (ORCL) | 0.2 | $805k | 5.5k | 146.56 |
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| Nextera Energy (NEE) | 0.2 | $780k | +11% | 8.9k | 87.77 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $748k | +3% | 1.0k | 746.77 |
|
| McKesson Corporation (MCK) | 0.2 | $728k | 963.00 | 755.60 |
|
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| Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) | 0.1 | $654k | +3% | 13k | 50.64 |
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| Moody's Corporation (MCO) | 0.1 | $622k | 1.4k | 452.92 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $577k | -9% | 17k | 33.29 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $568k | 1.1k | 501.56 |
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| Ishares Tr Esg Sele Scr Etf (XJR) | 0.1 | $520k | +3% | 9.9k | 52.75 |
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| Qualcomm (QCOM) | 0.1 | $489k | 2.6k | 184.79 |
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| Walt Disney Company (DIS) | 0.1 | $484k | -2% | 5.0k | 96.26 |
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| United Rentals (URI) | 0.1 | $455k | +2% | 402.00 | 1132.89 |
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| Arista Networks Com Shs (ANET) | 0.1 | $446k | +3% | 2.6k | 169.88 |
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| Carrier Global Corporation (CARR) | 0.1 | $445k | +5% | 6.1k | 73.35 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $423k | +3% | 8.5k | 49.99 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $422k | 3.1k | 136.73 |
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| Astrazeneca Ord (AZN) | 0.1 | $422k | 2.2k | 189.62 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $401k | +26% | 2.7k | 146.19 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $386k | 2.3k | 168.42 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $382k | 2.6k | 144.61 |
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| Pepsi (PEP) | 0.1 | $371k | -4% | 2.7k | 135.42 |
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| Marvell Technology (MRVL) | 0.1 | $367k | NEW | 1.2k | 297.89 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $361k | 1.8k | 201.61 |
|
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| Digital Realty Trust (DLR) | 0.1 | $359k | 2.0k | 179.60 |
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| Gilead Sciences (GILD) | 0.1 | $352k | -3% | 2.8k | 126.34 |
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| Starbucks Corporation (SBUX) | 0.1 | $352k | +13% | 3.4k | 102.20 |
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| Nokia Corp Sponsored Adr (NOK) | 0.1 | $341k | 26k | 13.28 |
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| Avantor (AVTR) | 0.1 | $329k | 33k | 9.90 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $319k | +31% | 6.3k | 50.23 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $318k | 2.7k | 116.67 |
|
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| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.1 | $315k | +14% | 12k | 27.47 |
|
| Cme (CME) | 0.1 | $315k | 1.4k | 220.83 |
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| Nucor Corporation (NUE) | 0.1 | $314k | 1.4k | 222.75 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $310k | -24% | 3.8k | 82.11 |
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| Quanta Services (PWR) | 0.1 | $302k | -5% | 420.00 | 720.04 |
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| Palo Alto Networks (PANW) | 0.1 | $290k | NEW | 850.00 | 341.02 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $281k | 2.6k | 107.50 |
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| Synopsys (SNPS) | 0.1 | $280k | 628.00 | 446.07 |
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| Boeing Company (BA) | 0.1 | $279k | 1.3k | 216.43 |
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| American Express Company (AXP) | 0.1 | $271k | -8% | 802.00 | 338.25 |
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| Servicenow (NOW) | 0.1 | $267k | +3% | 2.7k | 99.28 |
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| Coca-Cola Company (KO) | 0.1 | $265k | -4% | 3.3k | 81.28 |
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| Snowflake Com Shs (SNOW) | 0.1 | $250k | NEW | 982.00 | 254.50 |
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| Verizon Communications (VZ) | 0.1 | $249k | -17% | 5.9k | 42.34 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $247k | NEW | 4.3k | 57.84 |
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| Lowe's Companies (LOW) | 0.1 | $242k | 1.1k | 220.49 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $239k | NEW | 2.0k | 119.52 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $239k | NEW | 4.4k | 54.69 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $237k | NEW | 2.4k | 100.28 |
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| Ge Vernova (GEV) | 0.1 | $231k | NEW | 197.00 | 1174.86 |
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| Ishares Tr Esg Select Scre (XJH) | 0.0 | $230k | NEW | 4.4k | 52.15 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $226k | NEW | 757.00 | 297.93 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $215k | -35% | 1.7k | 124.45 |
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| Columbia Banking System (COLB) | 0.0 | $209k | NEW | 6.5k | 32.05 |
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| Kla Corp Com New (KLAC) | 0.0 | $205k | NEW | 678.00 | 301.71 |
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Past Filings by DeDora Capital
SEC 13F filings are viewable for DeDora Capital going back to 2017
- DeDora Capital 2026 Q2 filed July 13, 2026
- DeDora Capital 2026 Q1 filed April 27, 2026
- DeDora Capital 2025 Q4 filed Jan. 22, 2026
- DeDora Capital 2025 Q3 filed Oct. 29, 2025
- DeDora Capital 2025 Q2 filed July 29, 2025
- DeDora Capital 2025 Q1 filed May 6, 2025
- DeDora Capital 2024 Q4 filed Jan. 30, 2025
- DeDora Capital 2024 Q3 filed Oct. 21, 2024
- DeDora Capital 2024 Q2 filed July 17, 2024
- DeDora Capital 2024 Q1 restated filed April 23, 2024
- DeDora Capital 2024 Q1 filed April 16, 2024
- DeDora Capital 2023 Q4 filed Jan. 18, 2024
- DeDora Capital 2023 Q3 filed Oct. 18, 2023
- DeDora Capital 2023 Q2 filed July 24, 2023
- DeDora Capital 2023 Q1 filed May 11, 2023
- DeDora Capital 2022 Q4 filed Jan. 19, 2023