DeDora Capital
Latest statistics and disclosures from DeDora Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VYM, VUG, FBND, IVV, VB, and represent 31.90% of DeDora Capital's stock portfolio.
- Added to shares of these 10 stocks: GLDM, VCEB, VSGX, CVSB, AZN, XJR, HELO, NULV, LIN, NULG.
- Started 11 new stock positions in XLE, XJR, AZN, VTIP, NULV, CVSB, PWR, NOW, CGMU, BK. SNPS.
- Reduced shares in these 10 stocks: VYM, AAPL, FBND, AstraZeneca, NUE, VUG, LRCX, GOOG, PYPL, ADP.
- Sold out of its positions in AstraZeneca, PTC, PYPL.
- DeDora Capital was a net buyer of stock by $3.4M.
- DeDora Capital has $408M in assets under management (AUM), dropping by -3.46%.
- Central Index Key (CIK): 0001717658
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Portfolio Holdings for DeDora Capital
DeDora Capital holds 123 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds High Div Yld (VYM) | 7.6 | $31M | 210k | 148.10 |
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| Vanguard Index Fds Growth Etf (VUG) | 7.1 | $29M | 66k | 436.79 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 6.4 | $26M | 571k | 45.62 |
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| Ishares Tr Core S&p500 Etf (IVV) | 5.7 | $23M | 36k | 653.22 |
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| Vanguard Index Fds Small Cp Etf (VB) | 5.1 | $21M | 80k | 261.92 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 4.4 | $18M | 604k | 29.49 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.5 | $14M | 24k | 597.55 |
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| Apple (AAPL) | 3.4 | $14M | -3% | 54k | 253.79 |
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| Vanguard World Esg Us Corp Bd (VCEB) | 2.7 | $11M | +9% | 177k | 62.83 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.2 | $8.9M | -2% | 47k | 191.92 |
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| NVIDIA Corporation (NVDA) | 2.1 | $8.4M | 48k | 174.40 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.0 | $8.0M | +4% | 142k | 56.68 |
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| Amazon (AMZN) | 1.9 | $7.6M | 37k | 208.27 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 1.7 | $7.1M | +5% | 78k | 90.94 |
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| Microsoft Corporation (MSFT) | 1.7 | $7.0M | 19k | 370.17 |
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| Tesla Motors (TSLA) | 1.7 | $6.8M | 18k | 371.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $6.6M | -3% | 23k | 286.86 |
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| Broadcom (AVGO) | 1.6 | $6.5M | -2% | 21k | 309.51 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 1.6 | $6.4M | +25% | 69k | 92.69 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 1.5 | $6.1M | 134k | 45.06 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $5.9M | 21k | 287.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $5.6M | 9.7k | 577.17 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $5.5M | 19k | 294.17 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 1.2 | $4.8M | +8% | 75k | 63.91 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 1.2 | $4.8M | 105k | 45.65 |
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| Home Depot (HD) | 1.1 | $4.5M | 14k | 328.89 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 1.1 | $4.5M | +19% | 63k | 71.73 |
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| Costco Wholesale Corporation (COST) | 1.0 | $4.2M | 4.2k | 996.46 |
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| Raytheon Technologies Corp (RTX) | 1.0 | $4.0M | -3% | 21k | 192.90 |
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| Chevron Corporation (CVX) | 0.9 | $3.5M | 17k | 206.90 |
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| Wal-Mart Stores (WMT) | 0.8 | $3.2M | 26k | 124.28 |
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| Applovin Corp Com Cl A (APP) | 0.8 | $3.2M | 8.1k | 398.00 |
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| Abbvie (ABBV) | 0.8 | $3.2M | 15k | 217.48 |
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| Eli Lilly & Co. (LLY) | 0.8 | $3.1M | 3.4k | 919.85 |
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| Meta Platforms Cl A (META) | 0.7 | $3.0M | 5.3k | 572.08 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $2.9M | 4.00 | 718140.00 |
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| Visa Com Cl A (V) | 0.7 | $2.8M | 9.3k | 302.22 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.7 | $2.8M | 49k | 56.86 |
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| Union Pacific Corporation (UNP) | 0.7 | $2.7M | 11k | 242.63 |
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| Amgen (AMGN) | 0.6 | $2.6M | 7.4k | 351.83 |
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| Netflix (NFLX) | 0.6 | $2.5M | +4% | 27k | 96.15 |
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| Capital Grp Fixed Incm Etf T Short Duration (CGSD) | 0.6 | $2.5M | +5% | 98k | 25.79 |
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| Linde SHS (LIN) | 0.6 | $2.5M | +16% | 5.0k | 495.78 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $2.3M | 8.1k | 287.19 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $2.3M | 4.5k | 499.62 |
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| UnitedHealth (UNH) | 0.5 | $2.1M | 7.8k | 270.58 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $2.1M | -2% | 4.8k | 430.29 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.5 | $1.9M | 45k | 41.68 |
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| Procter & Gamble Company (PG) | 0.5 | $1.8M | +4% | 13k | 144.44 |
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| Proshares Tr Ultrpro S&p500 (UPRO) | 0.4 | $1.8M | 18k | 96.98 |
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| Advanced Micro Devices (AMD) | 0.4 | $1.7M | 8.5k | 203.44 |
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| Ensign (ENSG) | 0.4 | $1.6M | 8.0k | 201.51 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $1.5M | 20k | 77.11 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.5M | +2% | 6.2k | 244.45 |
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| Xcel Energy (XEL) | 0.3 | $1.4M | 18k | 79.44 |
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| Uber Technologies (UBER) | 0.3 | $1.4M | 19k | 71.93 |
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| salesforce (CRM) | 0.3 | $1.3M | 7.2k | 186.68 |
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| Merck & Co (MRK) | 0.3 | $1.2M | 10k | 120.29 |
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| Abbott Laboratories (ABT) | 0.3 | $1.2M | -3% | 12k | 102.67 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.2M | 1.9k | 604.24 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.3 | $1.1M | -6% | 12k | 92.76 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.1M | 2.3k | 479.20 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $949k | 9.4k | 100.57 |
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| McDonald's Corporation (MCD) | 0.2 | $927k | 3.0k | 310.82 |
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| McKesson Corporation (MCK) | 0.2 | $838k | 968.00 | 865.36 |
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| Oracle Corporation (ORCL) | 0.2 | $810k | 5.5k | 147.12 |
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| Grayscale Coindesk Crypto Usd Shs (GDLC) | 0.2 | $801k | +31% | 26k | 31.19 |
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| Ge Aerospace Com New (GE) | 0.2 | $798k | -4% | 2.8k | 283.73 |
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| Nextera Energy (NEE) | 0.2 | $742k | 8.0k | 92.88 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $738k | +5% | 19k | 38.42 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $673k | -30% | 3.1k | 213.66 |
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| Caterpillar (CAT) | 0.2 | $662k | +4% | 935.00 | 708.25 |
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| W.W. Grainger (GWW) | 0.2 | $657k | 602.00 | 1090.81 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.2 | $643k | 10k | 62.68 |
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| Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) | 0.2 | $634k | NEW | 13k | 50.60 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $632k | 971.00 | 650.34 |
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| Moody's Corporation (MCO) | 0.1 | $600k | +4% | 1.4k | 436.25 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $559k | 1.1k | 491.74 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $532k | 2.7k | 198.26 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $517k | 3.0k | 169.66 |
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| Walt Disney Company (DIS) | 0.1 | $496k | 5.2k | 96.38 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $470k | +6% | 2.3k | 206.09 |
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| Pepsi (PEP) | 0.1 | $447k | +5% | 2.9k | 155.31 |
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| Astrazeneca Ord (AZN) | 0.1 | $440k | NEW | 2.2k | 197.22 |
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| Cme (CME) | 0.1 | $422k | +7% | 1.4k | 295.35 |
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| Ishares Tr Esg Select Scree (XJR) | 0.1 | $413k | NEW | 9.5k | 43.54 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $412k | 5.0k | 82.57 |
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| Gilead Sciences (GILD) | 0.1 | $403k | 2.9k | 139.38 |
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| Micron Technology (MU) | 0.1 | $401k | 1.2k | 337.90 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $398k | 2.7k | 146.28 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $378k | +7% | 2.2k | 174.61 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $376k | +7% | 1.8k | 209.02 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $372k | 952.00 | 390.41 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $370k | NEW | 8.1k | 45.50 |
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| Digital Realty Trust (DLR) | 0.1 | $360k | 2.0k | 180.23 |
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| Verizon Communications (VZ) | 0.1 | $359k | +4% | 7.1k | 50.20 |
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| Qualcomm (QCOM) | 0.1 | $341k | 2.6k | 128.78 |
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| Carrier Global Corporation (CARR) | 0.1 | $323k | +6% | 5.7k | 56.31 |
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| Danaher Corporation (DHR) | 0.1 | $316k | 1.7k | 189.60 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $312k | NEW | 2.6k | 118.63 |
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| Arista Networks Com Shs (ANET) | 0.1 | $310k | 2.5k | 122.78 |
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| Automatic Data Processing (ADP) | 0.1 | $287k | -47% | 1.4k | 203.24 |
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| United Rentals (URI) | 0.1 | $287k | 394.00 | 728.56 |
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| Servicenow (NOW) | 0.1 | $273k | NEW | 2.6k | 104.55 |
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| Starbucks Corporation (SBUX) | 0.1 | $272k | +15% | 3.0k | 89.60 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $272k | NEW | 10k | 27.15 |
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| American Express Company (AXP) | 0.1 | $265k | 876.00 | 302.48 |
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| Avantor (AVTR) | 0.1 | $261k | 33k | 7.84 |
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| Coca-Cola Company (KO) | 0.1 | $261k | 3.4k | 76.05 |
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| Boeing Company (BA) | 0.1 | $257k | 1.3k | 198.99 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $256k | +8% | 2.6k | 98.36 |
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| Lowe's Companies (LOW) | 0.1 | $255k | -2% | 1.1k | 236.28 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $250k | 2.2k | 112.27 |
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| Synopsys (SNPS) | 0.1 | $247k | NEW | 623.00 | 396.48 |
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| Quanta Services (PWR) | 0.1 | $244k | NEW | 444.00 | 549.02 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $242k | -16% | 3.6k | 68.14 |
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| Nucor Corporation (NUE) | 0.1 | $242k | -62% | 1.4k | 169.10 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $242k | NEW | 4.8k | 49.95 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $226k | -50% | 929.00 | 243.08 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $214k | 4.0k | 52.76 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $208k | NEW | 3.4k | 61.26 |
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| Nokia Corp Sponsored Adr (NOK) | 0.1 | $207k | 26k | 8.04 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $188k | 11k | 17.75 |
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Past Filings by DeDora Capital
SEC 13F filings are viewable for DeDora Capital going back to 2017
- 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
- DeDora Capital 2022 Q3 filed Oct. 14, 2022