Dogwood Wealth Management
Latest statistics and disclosures from Dogwood Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FBND, SPYV, VTI, QQQM, AVLC, and represent 28.16% of Dogwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPYV, FBND, BKNG, MPWR, VTI, IDMO, JAAA, OUNZ, PGR, REGL.
- Started 125 new stock positions in DAL, TNXP, PTC, CAG, CMS, Z, EWBC, WH, STAG, SNCY.
- Reduced shares in these 10 stocks: FI, NVDA, CPRT, UNH, MSFT, TMUS, ORCL, MMC, JPM, IOO.
- Sold out of its positions in ALG, AIN, OKLO, AMH, AMP, ANSS, APPN, ARW, AIZ, AVY.
- Dogwood Wealth Management was a net buyer of stock by $4.8M.
- Dogwood Wealth Management has $220M in assets under management (AUM), dropping by 7.45%.
- Central Index Key (CIK): 0002056922
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Portfolio Holdings for Dogwood Wealth Management
Dogwood Wealth Management holds 750 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Dogwood Wealth Management has 750 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Dogwood Wealth Management Sept. 30, 2025 positions
- Download the Dogwood Wealth Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 6.8 | $15M | +7% | 324k | 46.41 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 6.4 | $14M | +8% | 255k | 55.33 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 5.9 | $13M | +7% | 40k | 329.05 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 4.8 | $11M | +5% | 43k | 247.12 |
|
| American Centy Etf Tr Avantis Us Larg (AVLC) | 4.2 | $9.3M | 121k | 76.51 |
|
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 4.0 | $8.7M | +8% | 235k | 37.19 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.5 | $7.6M | +9% | 150k | 50.78 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.4 | $7.6M | +7% | 91k | 82.96 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.4 | $7.4M | +7% | 75k | 99.53 |
|
| Ishares Tr National Mun Etf (MUB) | 2.9 | $6.5M | +3% | 61k | 106.49 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 2.9 | $6.3M | +10% | 74k | 85.34 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 2.8 | $6.1M | +5% | 58k | 104.51 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 2.8 | $6.1M | +12% | 113k | 53.99 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.7 | $5.9M | 8.8k | 669.30 |
|
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 2.4 | $5.4M | 128k | 42.08 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.9 | $4.1M | 39k | 103.36 |
|
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 1.8 | $4.0M | +7% | 69k | 57.25 |
|
| Apple (AAPL) | 1.5 | $3.2M | 13k | 254.62 |
|
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 1.3 | $2.9M | 36k | 80.65 |
|
|
| NVIDIA Corporation (NVDA) | 1.3 | $2.8M | -20% | 15k | 186.59 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $2.6M | 8.9k | 294.77 |
|
|
| Microsoft Corporation (MSFT) | 1.1 | $2.5M | -14% | 4.9k | 517.99 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 1.1 | $2.5M | +4% | 43k | 58.72 |
|
| Ishares Tr Core Msci Pac (IPAC) | 1.0 | $2.3M | 31k | 73.43 |
|
|
| Ishares Tr Core Msci Euro (IEUR) | 1.0 | $2.3M | 34k | 68.12 |
|
|
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.9 | $2.1M | +4% | 83k | 24.93 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.9 | $2.0M | +10% | 20k | 97.08 |
|
| Amazon (AMZN) | 0.9 | $1.9M | -8% | 8.8k | 219.57 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $1.9M | 2.1k | 925.68 |
|
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.8 | $1.8M | 45k | 41.20 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.8 | $1.8M | -5% | 20k | 89.03 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.8 | $1.7M | -2% | 23k | 75.11 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.8 | $1.7M | +20% | 35k | 48.19 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.6M | -14% | 5.2k | 315.44 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $1.5M | 5.9k | 255.09 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.2M | -6% | 5.0k | 243.57 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $1.1M | 12k | 91.42 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $1.1M | -11% | 1.5k | 734.42 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.1M | +37% | 11k | 103.06 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.1M | -6% | 4.4k | 243.10 |
|
| Oracle Corporation (ORCL) | 0.5 | $1.0M | -25% | 3.7k | 281.27 |
|
| Booking Holdings (BKNG) | 0.5 | $1.0M | +6333% | 193.00 | 5399.32 |
|
| Duke Energy Corp Com New (DUK) | 0.5 | $1.0M | -9% | 8.3k | 123.74 |
|
| Home Depot (HD) | 0.4 | $963k | +2% | 2.4k | 405.22 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.4 | $958k | +14% | 10k | 91.75 |
|
| Monolithic Power Systems (MPWR) | 0.4 | $875k | +31566% | 950.00 | 920.64 |
|
| Uber Technologies (UBER) | 0.4 | $866k | -6% | 8.8k | 97.97 |
|
| Kinder Morgan (KMI) | 0.4 | $845k | +13% | 30k | 28.31 |
|
| Chevron Corporation (CVX) | 0.4 | $843k | 5.4k | 155.29 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $836k | +4% | 1.7k | 502.74 |
|
| Ge Aerospace Com New (GE) | 0.4 | $823k | -21% | 2.7k | 300.82 |
|
| Qualcomm (QCOM) | 0.4 | $817k | -2% | 4.9k | 166.37 |
|
| Welltower Inc Com reit (WELL) | 0.4 | $794k | -16% | 4.5k | 178.14 |
|
| Netflix (NFLX) | 0.4 | $788k | -14% | 657.00 | 1198.92 |
|
| Visa Com Cl A (V) | 0.4 | $779k | -2% | 2.3k | 341.42 |
|
| Cisco Systems (CSCO) | 0.4 | $776k | -2% | 11k | 68.42 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $774k | 1.0k | 763.05 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $755k | 1.3k | 568.82 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $754k | +2% | 2.6k | 295.21 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $726k | +12% | 1.6k | 447.23 |
|
| Procter & Gamble Company (PG) | 0.3 | $723k | +7% | 4.7k | 153.64 |
|
| Southern Company (SO) | 0.3 | $718k | 7.6k | 94.77 |
|
|
| Kkr & Co (KKR) | 0.3 | $687k | -19% | 5.3k | 129.95 |
|
| Waste Management (WM) | 0.3 | $672k | +3% | 3.0k | 220.83 |
|
| Roper Industries (ROP) | 0.3 | $660k | +5% | 1.3k | 498.75 |
|
| Progressive Corporation (PGR) | 0.3 | $630k | +6791% | 2.6k | 246.95 |
|
| TransDigm Group Incorporated (TDG) | 0.3 | $605k | -6% | 459.00 | 1318.02 |
|
| Kroger (KR) | 0.3 | $562k | -18% | 8.3k | 67.41 |
|
| Johnson & Johnson (JNJ) | 0.2 | $506k | -19% | 2.7k | 185.42 |
|
| Paychex (PAYX) | 0.2 | $492k | -15% | 3.9k | 126.76 |
|
| Baker Hughes Company Cl A (BKR) | 0.2 | $404k | -29% | 8.3k | 48.72 |
|
| Tesla Motors (TSLA) | 0.2 | $403k | -23% | 906.00 | 444.72 |
|
| Broadcom (AVGO) | 0.2 | $391k | -4% | 1.2k | 329.89 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $328k | +1612% | 3.3k | 100.25 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $325k | -29% | 4.8k | 67.41 |
|
| Ametek (AME) | 0.1 | $315k | -30% | 1.7k | 188.00 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $312k | -33% | 7.2k | 43.40 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $299k | +2% | 2.7k | 112.75 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $292k | 5.8k | 50.07 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $292k | 2.7k | 108.69 |
|
|
| Consolidated Edison (ED) | 0.1 | $289k | -25% | 2.9k | 100.52 |
|
| Metropcs Communications (TMUS) | 0.1 | $281k | -57% | 1.2k | 239.38 |
|
| PerkinElmer (RVTY) | 0.1 | $273k | -25% | 3.1k | 87.65 |
|
| Fortive (FTV) | 0.1 | $267k | -11% | 5.4k | 48.99 |
|
| Republic Services (RSG) | 0.1 | $262k | -25% | 1.1k | 229.48 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $256k | 5.0k | 51.04 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $256k | 5.1k | 50.63 |
|
|
| Altria (MO) | 0.1 | $255k | +656% | 3.9k | 66.06 |
|
| Ptc (PTC) | 0.1 | $253k | NEW | 1.2k | 203.02 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $248k | NEW | 3.4k | 72.26 |
|
| Silgan Holdings (SLGN) | 0.1 | $248k | -26% | 5.8k | 43.01 |
|
| Waste Connections (WCN) | 0.1 | $246k | -29% | 1.4k | 175.80 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $246k | -38% | 409.00 | 601.10 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.1 | $196k | -55% | 1.6k | 120.01 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $165k | +16% | 1.5k | 110.62 |
|
| American Centy Etf Tr Core Muni Fxd In (AVMU) | 0.1 | $151k | -12% | 3.3k | 45.60 |
|
| Nextera Energy (NEE) | 0.1 | $135k | 1.8k | 75.49 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $125k | +3% | 204.00 | 614.12 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $122k | +746% | 1.5k | 78.90 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.1 | $121k | +19% | 2.6k | 46.33 |
|
| Union Pacific Corporation (UNP) | 0.1 | $111k | +965% | 469.00 | 236.37 |
|
| American Centy Etf Tr Avantis Intl Sml (AVDS) | 0.0 | $109k | NEW | 1.6k | 67.55 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $107k | -4% | 2.3k | 46.13 |
|
| Merck & Co (MRK) | 0.0 | $99k | +15% | 1.2k | 84.77 |
|
| Abbvie (ABBV) | 0.0 | $99k | +20% | 427.00 | 231.54 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $99k | 1.9k | 50.90 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $89k | +3% | 613.00 | 145.71 |
|
| Pepsi (PEP) | 0.0 | $88k | +16% | 628.00 | 140.49 |
|
| Neos Etf Trust Nasdaq 100 Hdgd (QQQH) | 0.0 | $84k | +2% | 1.6k | 54.40 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $81k | +6% | 446.00 | 182.42 |
|
| Coca-Cola Company (KO) | 0.0 | $68k | -6% | 1.0k | 66.83 |
|
| Corning Incorporated (GLW) | 0.0 | $63k | +4% | 773.00 | 82.03 |
|
| Spdr Series Trust Bloomberg High Y (JNK) | 0.0 | $63k | 640.00 | 97.98 |
|
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $63k | 653.00 | 95.68 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $62k | 555.00 | 111.28 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $61k | 761.00 | 79.80 |
|
|
| Micron Technology (MU) | 0.0 | $60k | 360.00 | 167.32 |
|
|
| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $59k | 1.1k | 54.18 |
|
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.0 | $56k | +82% | 736.00 | 75.63 |
|
| Abbott Laboratories (ABT) | 0.0 | $55k | -5% | 412.00 | 133.94 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $55k | -29% | 568.00 | 96.46 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $53k | 243.00 | 216.65 |
|
|
| Boeing Company (BA) | 0.0 | $52k | 242.00 | 215.83 |
|
|
| Barclays Adr (BCS) | 0.0 | $52k | 2.5k | 20.67 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $50k | +19% | 314.00 | 158.96 |
|
| Deere & Company (DE) | 0.0 | $50k | -14% | 109.00 | 457.26 |
|
| Bank of America Corporation (BAC) | 0.0 | $49k | +15% | 948.00 | 51.59 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $48k | 1.1k | 42.37 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $46k | +6% | 176.00 | 261.45 |
|
| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.0 | $46k | 694.00 | 66.21 |
|
|
| Cme (CME) | 0.0 | $46k | +11% | 170.00 | 270.19 |
|
| Qorvo (QRVO) | 0.0 | $45k | 499.00 | 91.08 |
|
|
| Banco Santander Adr (SAN) | 0.0 | $44k | +11% | 4.2k | 10.48 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $44k | 599.00 | 72.77 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $43k | +318% | 134.00 | 323.58 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $42k | 63.00 | 666.17 |
|
|
| Sempra Energy (SRE) | 0.0 | $41k | +3% | 454.00 | 89.90 |
|
| Eaton Corp SHS (ETN) | 0.0 | $40k | +2% | 106.00 | 374.25 |
|
| Encana Corporation (OVV) | 0.0 | $39k | +14% | 976.00 | 40.38 |
|
| Goldman Sachs (GS) | 0.0 | $39k | +28% | 49.00 | 796.35 |
|
| Prologis (PLD) | 0.0 | $39k | +87% | 339.00 | 114.52 |
|
| Capital One Financial (COF) | 0.0 | $39k | +19% | 181.00 | 212.58 |
|
| Blackrock (BLK) | 0.0 | $39k | +94% | 33.00 | 1165.88 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $37k | 679.00 | 54.18 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $36k | 221.00 | 161.79 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $35k | +57% | 206.00 | 167.33 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $33k | -7% | 173.00 | 192.74 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $32k | -91% | 159.00 | 201.53 |
|
| Walt Disney Company (DIS) | 0.0 | $32k | -31% | 279.00 | 114.50 |
|
| Verizon Communications (VZ) | 0.0 | $32k | +33% | 722.00 | 43.95 |
|
| UnitedHealth (UNH) | 0.0 | $31k | -93% | 89.00 | 345.30 |
|
| Emerson Electric (EMR) | 0.0 | $30k | +22% | 230.00 | 131.10 |
|
| Emcor (EME) | 0.0 | $30k | 46.00 | 649.54 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $29k | +2% | 94.00 | 304.05 |
|
| Citigroup Com New (C) | 0.0 | $28k | +20% | 273.00 | 101.50 |
|
| Philip Morris International (PM) | 0.0 | $27k | +96% | 167.00 | 162.20 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $27k | +8% | 76.00 | 348.39 |
|
| TJX Companies (TJX) | 0.0 | $26k | +102% | 182.00 | 144.54 |
|
| Caterpillar (CAT) | 0.0 | $26k | +3% | 55.00 | 477.15 |
|
| Lowe's Companies (LOW) | 0.0 | $26k | +38% | 104.00 | 251.31 |
|
| Royal Gold (RGLD) | 0.0 | $26k | +32% | 129.00 | 200.58 |
|
| American Electric Power Company (AEP) | 0.0 | $26k | +330% | 228.00 | 112.50 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $25k | 289.00 | 87.84 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $25k | +20% | 299.00 | 83.82 |
|
| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 0.0 | $25k | 1.3k | 19.82 |
|
|
| Intel Corporation (INTC) | 0.0 | $25k | -19% | 746.00 | 33.53 |
|
| Armstrong World Industries (AWI) | 0.0 | $25k | +19% | 127.00 | 196.01 |
|
| Gilead Sciences (GILD) | 0.0 | $24k | +34% | 219.00 | 111.00 |
|
| Ge Vernova (GEV) | 0.0 | $24k | +21% | 39.00 | 614.90 |
|
| Ecolab (ECL) | 0.0 | $24k | +19% | 87.00 | 274.34 |
|
| S&p Global (SPGI) | 0.0 | $24k | +36% | 49.00 | 486.71 |
|
| Linde SHS (LIN) | 0.0 | $24k | +25% | 50.00 | 475.00 |
|
| Regency Centers Corporation (REG) | 0.0 | $23k | +26% | 316.00 | 74.02 |
|
| American Express Company (AXP) | 0.0 | $23k | +6% | 70.00 | 332.16 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $23k | -83% | 300.00 | 76.72 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $23k | +18% | 32.00 | 718.53 |
|
| Fastenal Company (FAST) | 0.0 | $23k | +85% | 465.00 | 49.04 |
|
| Medtronic SHS (MDT) | 0.0 | $23k | +82% | 237.00 | 95.38 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $22k | +80% | 168.00 | 133.02 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $22k | -19% | 1.6k | 14.15 |
|
| Honeywell International (HON) | 0.0 | $22k | -35% | 104.00 | 211.47 |
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $22k | +85% | 111.00 | 197.74 |
|
| Simon Property (SPG) | 0.0 | $21k | +115% | 114.00 | 187.67 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $21k | +95% | 43.00 | 485.02 |
|
| Enterprise Products Partners (EPD) | 0.0 | $21k | 656.00 | 31.29 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $20k | +3% | 1.2k | 17.01 |
|
| First Tr Exchange-traded SHS (FVD) | 0.0 | $20k | 431.00 | 46.24 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $20k | +32% | 436.00 | 45.10 |
|
| Sun Life Financial (SLF) | 0.0 | $20k | 327.00 | 60.03 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $20k | -17% | 70.00 | 279.29 |
|
| Shell Spon Ads (SHEL) | 0.0 | $20k | +3% | 273.00 | 71.46 |
|
| Doordash Cl A (DASH) | 0.0 | $19k | +64% | 69.00 | 271.99 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $19k | +2% | 38.00 | 490.37 |
|
| Wisdomtree Tr Intrst Rate Hdge (AGZD) | 0.0 | $19k | 826.00 | 22.50 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $18k | +15% | 149.00 | 123.75 |
|
| Toro Company (TTC) | 0.0 | $18k | +43% | 240.00 | 76.20 |
|
| At&t (T) | 0.0 | $18k | +29% | 645.00 | 28.24 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $18k | 318.00 | 57.18 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $18k | -17% | 67.00 | 267.21 |
|
| Atkore Intl (ATKR) | 0.0 | $18k | -18% | 282.00 | 62.74 |
|
| Autodesk (ADSK) | 0.0 | $18k | +10% | 55.00 | 317.67 |
|
| O'reilly Automotive (ORLY) | 0.0 | $17k | +147% | 161.00 | 107.81 |
|
| Realty Income (O) | 0.0 | $17k | +59% | 284.00 | 60.79 |
|
| Applied Materials (AMAT) | 0.0 | $17k | -7% | 84.00 | 204.74 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $17k | +72% | 203.00 | 84.31 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $17k | +3% | 100.00 | 170.85 |
|
| PNC Financial Services (PNC) | 0.0 | $17k | +66% | 85.00 | 200.93 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.0 | $17k | +82% | 663.00 | 25.52 |
|
| Cadence Design Systems (CDNS) | 0.0 | $17k | +41% | 48.00 | 351.25 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $17k | 137.00 | 120.72 |
|
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $17k | +59% | 59.00 | 279.29 |
|
| Donaldson Company (DCI) | 0.0 | $16k | +124% | 200.00 | 81.85 |
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $16k | -60% | 1.0k | 16.08 |
|
| Strategy Cl A New (MSTR) | 0.0 | $16k | -78% | 50.00 | 322.20 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $16k | +4% | 101.00 | 157.56 |
|
| Constellation Energy (CEG) | 0.0 | $16k | +17% | 48.00 | 329.06 |
|
| Primerica (PRI) | 0.0 | $16k | +24% | 56.00 | 277.59 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $15k | 32.00 | 480.12 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $15k | -8% | 68.00 | 225.54 |
|
| Graham Hldgs Com Cl B (GHC) | 0.0 | $15k | +18% | 13.00 | 1177.31 |
|
| Curtiss-Wright (CW) | 0.0 | $15k | +64% | 28.00 | 542.93 |
|
| 3M Company (MMM) | 0.0 | $15k | +53% | 97.00 | 155.18 |
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $15k | +23% | 73.00 | 205.32 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $15k | 100.00 | 148.61 |
|
|
| Microchip Technology (MCHP) | 0.0 | $15k | -20% | 231.00 | 64.22 |
|
| Electronic Arts (EA) | 0.0 | $15k | +143% | 73.00 | 201.70 |
|
| Fiserv (FI) | 0.0 | $15k | -98% | 113.00 | 128.93 |
|
| Tempur-Pedic International (SGI) | 0.0 | $14k | +27% | 171.00 | 84.33 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $14k | +32% | 191.00 | 75.39 |
|
| Ross Stores (ROST) | 0.0 | $14k | +61% | 92.00 | 152.39 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $14k | 14.00 | 968.07 |
|
|
| United Rentals (URI) | 0.0 | $13k | +7% | 14.00 | 954.64 |
|
| MetLife (MET) | 0.0 | $13k | -14% | 162.00 | 82.37 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $13k | +22% | 289.00 | 45.72 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $13k | +2% | 92.00 | 143.18 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $13k | 99.00 | 131.24 |
|
|
| Sprott Com New (SII) | 0.0 | $13k | +106% | 155.00 | 83.19 |
|
| Servicenow (NOW) | 0.0 | $13k | +40% | 14.00 | 920.29 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $13k | -16% | 70.00 | 183.73 |
|
| Popular Com New (BPOP) | 0.0 | $13k | 99.00 | 127.76 |
|
|
| RPM International (RPM) | 0.0 | $13k | +91% | 107.00 | 117.88 |
|
| Iqvia Holdings (IQV) | 0.0 | $12k | +6% | 65.00 | 189.94 |
|
| Intuit (INTU) | 0.0 | $12k | -50% | 18.00 | 682.89 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $12k | +14% | 16.00 | 758.12 |
|
| Renaissance Cap Greenwich Ipo Etf (IPO) | 0.0 | $12k | 244.00 | 49.56 |
|
|
| Diamondback Energy (FANG) | 0.0 | $12k | -15% | 84.00 | 143.10 |
|
| Agnico (AEM) | 0.0 | $12k | +33% | 71.00 | 168.56 |
|
| Xcel Energy (XEL) | 0.0 | $12k | +120% | 148.00 | 80.65 |
|
| Cubesmart (CUBE) | 0.0 | $12k | +77% | 293.00 | 40.66 |
|
| Pfizer (PFE) | 0.0 | $12k | -3% | 465.00 | 25.48 |
|
Past Filings by Dogwood Wealth Management
SEC 13F filings are viewable for Dogwood Wealth Management going back to 2024
- Dogwood Wealth Management 2025 Q3 filed Nov. 12, 2025
- Dogwood Wealth Management 2025 Q2 filed July 18, 2025
- Dogwood Wealth Management 2025 Q1 filed April 30, 2025
- Dogwood Wealth Management 2024 Q2 filed March 4, 2025
- Dogwood Wealth Management 2024 Q4 filed March 4, 2025
- Dogwood Wealth Management 2023 Q4 filed Feb. 28, 2025
- Dogwood Wealth Management 2024 Q1 filed Feb. 28, 2025
- Dogwood Wealth Management 2024 Q3 filed Feb. 28, 2025