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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, VUG, GOVT, IGIB, and represent 61.27% of Dodds Wealth's stock portfolio.
Added to shares of these 10 stocks: JMUB (+$6.6M), XLK, SCHB, SPIB, VCIT, IGIB, VOO, VXUS, DFAI, QQQ.
Started 1 new stock position in JMUB.
Reduced shares in these 10 stocks: GOVT (-$5.7M), VUG, SCHV, VYM, AVGO, XLV, , , SCHH, VNQ.
Sold out of its positions in AVGO, LivePerson, ORCL, SCHH, TSLA.
Dodds Wealth was a net buyer of stock by $3.3M.
Dodds Wealth has $408M in assets under management (AUM), dropping by 1.00%.
Central Index Key (CIK): 0001973728

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Portfolio Holdings for Dodds Wealth

Dodds Wealth holds 56 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	13.4	$55M		652k	83.75	View chart
Spdr Series Trust State Street Spd (SPIB)	13.2	$54M	+2%	1.6M	33.81	View chart
Vanguard Index Fds Growth Etf (VUG)	12.3	$50M	-2%	103k	487.86	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	11.3	$46M	-10%	2.0M	23.02	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	11.1	$45M		839k	53.88	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	7.7	$32M	-3%	1.1M	29.61	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	6.3	$26M	+5%	985k	26.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.2	$21M		34k	627.12	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.2	$13M		173k	75.44	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.6	$6.6M	NEW	132k	50.50	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.5	$6.1M		130k	46.80	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.4	$5.7M		149k	38.11	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.3	$5.4M	+69%	38k	143.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.1	$4.3M	-4%	49k	88.49	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$3.8M	-12%	27k	143.52	View chart
Apple (AAPL)	0.9	$3.6M		13k	271.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$2.3M		12k	191.57	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.5	$2.1M		28k	74.17	View chart
NVIDIA Corporation (NVDA)	0.5	$2.0M		11k	186.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.9M		6.0k	313.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.8M		2.7k	681.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.7M		3.5k	502.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.3M	-9%	20k	66.00	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$1.1M	-21%	7.4k	154.79	View chart
Welltower Inc Com reit (WELL)	0.3	$1.1M	-6%	6.0k	185.61	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$1.1M		7.6k	141.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.1M		1.6k	685.16	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$1.1M		7.5k	141.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$930k		3.0k	313.03	View chart
Microsoft Corporation (MSFT)	0.2	$892k		1.8k	483.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$809k		1.3k	614.08	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$792k		4.0k	199.68	View chart
Amazon (AMZN)	0.2	$789k		3.4k	230.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$729k	-11%	12k	62.47	View chart
Johnson & Johnson (JNJ)	0.2	$629k		3.0k	206.97	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$561k		11k	52.88	View chart
JPMorgan Chase & Co. (JPM)	0.1	$453k	-6%	1.4k	322.22	View chart
Cbiz (CBZ)	0.1	$441k		8.7k	50.45	View chart
Marriott Intl Cl A (MAR)	0.1	$430k		1.4k	310.35	View chart
Us Bancorp Del Com New (USB)	0.1	$409k		7.7k	53.36	View chart
Hca Holdings (HCA)	0.1	$374k		800.00	466.86	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$351k		11k	30.96	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$344k		5.2k	66.52	View chart
Wal-Mart Stores (WMT)	0.1	$334k		3.0k	111.41	View chart
Pepsi (PEP)	0.1	$312k	-15%	2.2k	143.54	View chart
Walt Disney Company (DIS)	0.1	$304k		2.7k	113.78	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$298k		23k	12.90	View chart
Eli Lilly & Co. (LLY)	0.1	$291k		271.00	1075.38	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.1	$268k		5.1k	52.64	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$264k		1.5k	177.34	View chart
Coca-Cola Company (KO)	0.1	$262k		3.7k	69.91	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$236k		10k	22.90	View chart
Palantir Technologies Cl A (PLTR)	0.1	$224k	-3%	1.3k	177.75	View chart
Paychex (PAYX)	0.1	$216k		1.9k	112.17	View chart
Procter & Gamble Company (PG)	0.1	$205k		1.4k	143.29	View chart
Meta Platforms Cl A (META)	0.1	$204k		309.00	660.09	View chart

Past Filings by Dodds Wealth

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

Dodds Wealth 2025 Q4 filed Feb. 11, 2026
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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