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Dodds Wealth

Latest statistics and disclosures from Dodds Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VCIT, SPIB, GOVT, VUG, IGIB, and represent 62.79% of Dodds Wealth's stock portfolio.
Added to shares of these 10 stocks: VCIT, IGIB, GOVT, SPIB, SCHB, VOO, VXUS, PWV, TSLA, VNQ.
Started 4 new stock positions in PWV, TSLA, PLTR, ORCL.
Reduced shares in these 10 stocks: SCHV, VUG, XLK, NVDA, IVV, PG, PEP, IJH, QQQ, DFAU.
Dodds Wealth was a net buyer of stock by $15M.
Dodds Wealth has $404M in assets under management (AUM), dropping by 8.28%.
Central Index Key (CIK): 0001973728

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Portfolio Holdings for Dodds Wealth

Dodds Wealth holds 60 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	13.3	$54M	+5%	639k	84.11	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	13.1	$53M	+5%	1.6M	33.89	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	12.9	$52M	+5%	2.3M	23.12	View chart
Vanguard Index Fds Growth Etf (VUG)	12.5	$50M		105k	479.61	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	11.0	$45M	+6%	825k	54.09	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	7.9	$32M		1.1M	29.11	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	5.9	$24M	+6%	932k	25.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.0	$20M	+5%	33k	612.38	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.1	$13M	+5%	171k	73.46	View chart
Select Sector Spdr Tr Technology (XLK)	1.5	$6.2M		22k	281.86	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.5	$5.9M		130k	45.76	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$5.4M		149k	36.35	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.2	$4.6M	+5%	51k	91.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$4.3M		31k	140.95	View chart
Apple (AAPL)	0.8	$3.4M		13k	254.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$2.2M		12k	189.69	View chart
NVIDIA Corporation (NVDA)	0.5	$2.1M		11k	186.58	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.5	$2.1M		28k	72.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.8M		2.6k	666.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.7M		3.5k	502.67	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.5M		6.0k	243.56	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$1.4M		22k	65.26	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$1.3M		9.4k	139.17	View chart
Welltower Inc Com reit (WELL)	0.3	$1.1M		6.4k	178.14	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$1.1M		7.6k	142.10	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$1.0M		7.6k	137.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.0M	-2%	1.6k	669.13	View chart
Microsoft Corporation (MSFT)	0.2	$955k		1.8k	517.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$793k		13k	59.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$779k		1.3k	600.17	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$779k		4.0k	195.87	View chart
Amazon (AMZN)	0.2	$758k		3.5k	219.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$722k		3.0k	243.12	View chart
Johnson & Johnson (JNJ)	0.1	$563k		3.0k	185.44	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$562k		11k	53.03	View chart
JPMorgan Chase & Co. (JPM)	0.1	$475k		1.5k	315.43	View chart
Cbiz (CBZ)	0.1	$463k		8.7k	52.96	View chart
Us Bancorp Del Com New (USB)	0.1	$370k		7.7k	48.33	View chart
Marriott Intl Cl A (MAR)	0.1	$361k		1.4k	260.53	View chart
Pepsi (PEP)	0.1	$361k	-4%	2.6k	140.46	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$352k		11k	31.62	View chart
Hca Holdings (HCA)	0.1	$341k		800.00	426.20	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$337k	NEW	5.2k	65.21	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$334k		23k	14.44	View chart
Broadcom (AVGO)	0.1	$331k		1.0k	329.91	View chart
Wal-Mart Stores (WMT)	0.1	$309k		3.0k	103.06	View chart
Walt Disney Company (DIS)	0.1	$306k		2.7k	114.51	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.1	$265k		5.1k	52.00	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$260k		1.5k	174.53	View chart
Tesla Motors (TSLA)	0.1	$256k	NEW	576.00	444.72	View chart
Paychex (PAYX)	0.1	$249k		2.0k	126.75	View chart
Coca-Cola Company (KO)	0.1	$248k		3.7k	66.32	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$246k		10k	23.85	View chart
Palantir Technologies Cl A (PLTR)	0.1	$237k	NEW	1.3k	182.42	View chart
Meta Platforms Cl A (META)	0.1	$227k		309.00	734.38	View chart
Procter & Gamble Company (PG)	0.1	$220k	-9%	1.4k	153.63	View chart
Oracle Corporation (ORCL)	0.1	$210k	NEW	746.00	281.24	View chart
Eli Lilly & Co. (LLY)	0.1	$207k		271.00	763.49	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$206k		9.5k	21.57	View chart
LivePerson (LPSN)	0.0	$39k		67k	0.58	View chart

Past Filings by Dodds Wealth

SEC 13F filings are viewable for Dodds Wealth going back to 2023

Dodds Wealth 2025 Q3 filed Nov. 12, 2025
Dodds Wealth 2025 Q2 filed July 31, 2025
Dodds Wealth 2025 Q1 filed April 16, 2025
Dodds Wealth 2024 Q4 filed Jan. 28, 2025
Dodds Wealth 2024 Q3 filed Oct. 25, 2024
Dodds Wealth 2024 Q2 filed July 25, 2024
Dodds Wealth 2024 Q1 filed May 24, 2024
Dodds Wealth 2023 Q4 filed Feb. 12, 2024

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