Dogwood Wealth Management
Latest statistics and disclosures from Dogwood Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FBND, PVAL, VTI, QQQM, OUNZ, and represent 30.76% of Dogwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: PVAL (+$17M), NLR, FBND, REGL, VTI, IDMO, AVUV, SHY, AVGO, QQQM.
- Started 93 new stock positions in ALG, INCY, TEM, BROS, DLTR, IBKR, RY, SPMO, RNR, DIVO.
- Reduced shares in these 10 stocks: SPYV (-$14M), BKNG, JAAA, MUB, ISRG, AAPL, AVLC, PG, MSFT, GOOGL.
- Sold out of its positions in ABM, AGI, ARE, OWL, CMS, CRC, CGC, CSL, CE, CHTR.
- Dogwood Wealth Management was a net buyer of stock by $4.9M.
- Dogwood Wealth Management has $227M in assets under management (AUM), dropping by 3.28%.
- Central Index Key (CIK): 0002056922
Tip: Access up to 7 years of quarterly data
Positions held by Dogwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Dogwood Wealth Management
Dogwood Wealth Management holds 766 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Dogwood Wealth Management has 766 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Dogwood Wealth Management Dec. 31, 2025 positions
- Download the Dogwood Wealth Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 7.7 | $17M | +15% | 376k | 46.31 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 7.4 | $17M | NEW | 370k | 45.57 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.4 | $15M | +9% | 43k | 335.27 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.0 | $11M | +6% | 45k | 252.92 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 4.3 | $9.7M | 233k | 41.48 |
|
|
| American Centy Etf Tr Avantis Us Larg (AVLC) | 3.9 | $8.9M | -6% | 113k | 78.62 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 3.8 | $8.6M | +13% | 84k | 101.98 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.7 | $8.5M | +12% | 102k | 82.82 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 3.4 | $7.6M | +22% | 91k | 84.22 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 3.3 | $7.4M | +18% | 134k | 55.57 |
|
| Spdr Series Trust State Street Spd (SPYG) | 2.9 | $6.6M | +6% | 62k | 106.70 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 2.9 | $6.6M | -12% | 130k | 50.58 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $6.0M | 8.8k | 684.94 |
|
|
| Ishares Tr National Mun Etf (MUB) | 2.5 | $5.6M | -13% | 52k | 107.11 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 2.3 | $5.3M | 126k | 41.92 |
|
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 1.7 | $4.0M | -2% | 67k | 58.74 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.7 | $3.9M | -3% | 38k | 102.39 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $3.0M | +5% | 16k | 186.50 |
|
| Spdr Series Trust State Street Spd (SPTM) | 1.2 | $2.8M | -3% | 34k | 82.50 |
|
| Apple (AAPL) | 1.2 | $2.8M | -19% | 10k | 271.85 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $2.6M | 8.9k | 290.22 |
|
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 1.1 | $2.4M | NEW | 20k | 124.20 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 1.0 | $2.4M | -2% | 42k | 56.96 |
|
| Ishares Tr Core Msci Euro (IEUR) | 1.0 | $2.3M | -3% | 33k | 70.98 |
|
| Ishares Tr Core Msci Pac (IPAC) | 1.0 | $2.2M | -2% | 30k | 73.21 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.9 | $2.1M | +25% | 43k | 48.04 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.9 | $2.1M | +7% | 22k | 93.89 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.9M | -20% | 3.9k | 483.66 |
|
| Spdr Series Trust State Street Spd (HYMB) | 0.8 | $1.9M | -10% | 74k | 24.94 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.8 | $1.8M | -7% | 19k | 93.97 |
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.8 | $1.8M | -2% | 43k | 40.73 |
|
| Amazon (AMZN) | 0.8 | $1.7M | -14% | 7.5k | 230.81 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.7 | $1.6M | -5% | 21k | 77.02 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $1.5M | 5.9k | 257.95 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $1.5M | -10% | 4.6k | 322.22 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $1.4M | -21% | 1.6k | 862.39 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.5 | $1.2M | +21% | 13k | 91.38 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.1M | -27% | 3.6k | 313.83 |
|
| Broadcom (AVGO) | 0.5 | $1.1M | +175% | 3.3k | 346.05 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $1.1M | 12k | 88.49 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $1.0M | -15% | 9.1k | 111.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $940k | -32% | 3.0k | 313.00 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $836k | -14% | 7.1k | 117.21 |
|
| Welltower Inc Com reit (WELL) | 0.3 | $762k | -7% | 4.1k | 185.61 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $747k | -31% | 695.00 | 1074.68 |
|
| Visa Com Cl A (V) | 0.3 | $728k | -9% | 2.1k | 350.76 |
|
| Meta Platforms Cl A (META) | 0.3 | $721k | -28% | 1.1k | 660.13 |
|
| Cisco Systems (CSCO) | 0.3 | $707k | -19% | 9.2k | 77.03 |
|
| Kkr & Co (KKR) | 0.3 | $685k | 5.4k | 127.48 |
|
|
| Home Depot (HD) | 0.3 | $680k | -16% | 2.0k | 344.04 |
|
| Qualcomm (QCOM) | 0.3 | $676k | -19% | 4.0k | 171.05 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $653k | -21% | 1.3k | 502.65 |
|
| Automatic Data Processing (ADP) | 0.3 | $643k | -2% | 2.5k | 258.95 |
|
| TransDigm Group Incorporated (TDG) | 0.3 | $617k | 464.00 | 1329.85 |
|
|
| Chevron Corporation (CVX) | 0.3 | $591k | -28% | 3.9k | 152.43 |
|
| Uber Technologies (UBER) | 0.3 | $589k | -18% | 7.2k | 81.71 |
|
| Roper Industries (ROP) | 0.3 | $585k | 1.3k | 445.18 |
|
|
| Ge Aerospace Com New (GE) | 0.3 | $583k | -30% | 1.9k | 308.03 |
|
| Tesla Motors (TSLA) | 0.3 | $581k | +42% | 1.3k | 449.72 |
|
| Netflix (NFLX) | 0.3 | $573k | +830% | 6.1k | 93.76 |
|
| Monolithic Power Systems (MPWR) | 0.3 | $573k | -33% | 632.00 | 906.39 |
|
| Pepsi (PEP) | 0.2 | $566k | +527% | 3.9k | 143.53 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $560k | -26% | 980.00 | 570.88 |
|
| Oracle Corporation (ORCL) | 0.2 | $556k | -23% | 2.9k | 194.91 |
|
| Kinder Morgan (KMI) | 0.2 | $551k | -32% | 20k | 27.49 |
|
| Servicenow (NOW) | 0.2 | $536k | +24900% | 3.5k | 153.19 |
|
| Waste Management (WM) | 0.2 | $520k | -22% | 2.4k | 219.71 |
|
| TJX Companies (TJX) | 0.2 | $512k | +1730% | 3.3k | 153.61 |
|
| Progressive Corporation (PGR) | 0.2 | $505k | -12% | 2.2k | 227.72 |
|
| Johnson & Johnson (JNJ) | 0.2 | $500k | -11% | 2.4k | 206.91 |
|
| Kroger (KR) | 0.2 | $493k | -5% | 7.9k | 62.48 |
|
| Southern Company (SO) | 0.2 | $487k | -26% | 5.6k | 87.20 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $343k | +5% | 3.4k | 99.88 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $342k | +7% | 2.8k | 120.34 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $314k | -16% | 6.9k | 45.54 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $297k | +18% | 6.0k | 49.46 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $294k | 5.8k | 50.29 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $292k | -2% | 2.6k | 111.79 |
|
| Ametek (AME) | 0.1 | $290k | -15% | 1.4k | 205.31 |
|
| Medtronic SHS (MDT) | 0.1 | $286k | +1157% | 3.0k | 96.06 |
|
| Fortive (FTV) | 0.1 | $283k | -5% | 5.1k | 55.21 |
|
| Consolidated Edison (ED) | 0.1 | $269k | -5% | 2.7k | 99.32 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $264k | -15% | 4.1k | 65.01 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $261k | 3.4k | 75.77 |
|
|
| Waste Connections (WCN) | 0.1 | $259k | +5% | 1.5k | 175.36 |
|
| Public Service Enterprise (PEG) | 0.1 | $254k | +45085% | 3.2k | 80.30 |
|
| NiSource (NI) | 0.1 | $253k | NEW | 6.0k | 41.76 |
|
| Republic Services (RSG) | 0.1 | $251k | +3% | 1.2k | 211.93 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $245k | -16% | 6.0k | 40.74 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $236k | -7% | 4.6k | 50.94 |
|
| Ptc (PTC) | 0.1 | $223k | +2% | 1.3k | 174.21 |
|
| Metropcs Communications (TMUS) | 0.1 | $201k | -15% | 988.00 | 203.04 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $165k | -2% | 1.5k | 113.73 |
|
| American Centy Etf Tr Core Muni Fxd In (AVMU) | 0.1 | $152k | 3.3k | 46.24 |
|
|
| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.1 | $149k | +324% | 2.9k | 50.60 |
|
| Nextera Energy (NEE) | 0.1 | $145k | 1.8k | 80.28 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $125k | 1.5k | 82.32 |
|
|
| Spdr Series Trust State Street Spd (SPSM) | 0.1 | $118k | -3% | 2.5k | 46.86 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $116k | 2.3k | 49.90 |
|
|
| Altria (MO) | 0.1 | $115k | -48% | 2.0k | 57.66 |
|
| American Centy Etf Tr Avantis Intl Sml (AVDS) | 0.0 | $113k | 1.6k | 69.81 |
|
|
| Micron Technology (MU) | 0.0 | $113k | +9% | 394.00 | 285.41 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $111k | +40% | 625.00 | 177.75 |
|
| Merck & Co (MRK) | 0.0 | $110k | -11% | 1.0k | 105.31 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $108k | -15% | 173.00 | 625.66 |
|
| Abbvie (ABBV) | 0.0 | $108k | +10% | 473.00 | 228.49 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $106k | -99% | 1.9k | 56.81 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $97k | -2% | 1.9k | 51.12 |
|
| Neos Etf Trust Nasdaq 100 Hdgd (QQQH) | 0.0 | $86k | +2% | 1.6k | 54.30 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $86k | +6% | 655.00 | 131.03 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $73k | 1.1k | 64.42 |
|
|
| Coca-Cola Company (KO) | 0.0 | $72k | 1.0k | 69.91 |
|
|
| Corning Incorporated (GLW) | 0.0 | $69k | 788.00 | 87.56 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $67k | -90% | 469.00 | 143.45 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.0 | $66k | +19% | 878.00 | 75.45 |
|
| Barclays Adr (BCS) | 0.0 | $64k | 2.5k | 25.45 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $64k | 761.00 | 83.61 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $63k | +679% | 896.00 | 69.76 |
|
| Bank of America Corporation (BAC) | 0.0 | $61k | +16% | 1.1k | 55.00 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $60k | -2% | 637.00 | 94.82 |
|
| Morgan Stanley Com New (MS) | 0.0 | $60k | +7% | 338.00 | 177.53 |
|
| Advanced Micro Devices (AMD) | 0.0 | $59k | +24% | 275.00 | 214.16 |
|
| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $59k | 1.1k | 53.66 |
|
|
| Capital One Financial (COF) | 0.0 | $55k | +25% | 228.00 | 242.36 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $53k | 243.00 | 219.78 |
|
|
| Caterpillar (CAT) | 0.0 | $53k | +69% | 93.00 | 572.87 |
|
| Boeing Company (BA) | 0.0 | $52k | 240.00 | 217.12 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $52k | +85% | 556.00 | 93.20 |
|
| Abbott Laboratories (ABT) | 0.0 | $52k | 412.00 | 125.29 |
|
|
| Prologis (PLD) | 0.0 | $51k | +17% | 399.00 | 127.67 |
|
| Deere & Company (DE) | 0.0 | $51k | 109.00 | 465.57 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $49k | 4.2k | 11.73 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $49k | 599.00 | 81.17 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $49k | -11% | 505.00 | 96.16 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $48k | +93% | 83.00 | 579.45 |
|
| Intuit (INTU) | 0.0 | $47k | +294% | 71.00 | 662.42 |
|
| Goldman Sachs (GS) | 0.0 | $47k | +8% | 53.00 | 879.00 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $46k | +20% | 249.00 | 183.40 |
|
| Cme (CME) | 0.0 | $44k | -4% | 162.00 | 273.08 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $44k | NEW | 370.00 | 119.48 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $44k | NEW | 831.00 | 52.70 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $43k | 63.00 | 681.92 |
|
|
| Qorvo (QRVO) | 0.0 | $42k | 499.00 | 84.51 |
|
|
| Walt Disney Company (DIS) | 0.0 | $41k | +29% | 362.00 | 113.77 |
|
| Sempra Energy (SRE) | 0.0 | $41k | 461.00 | 88.30 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $40k | +40% | 132.00 | 306.40 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $40k | +84% | 59.00 | 673.81 |
|
| Illinois Tool Works (ITW) | 0.0 | $38k | -13% | 153.00 | 246.86 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $38k | 135.00 | 278.92 |
|
|
| Ge Vernova (GEV) | 0.0 | $36k | +41% | 55.00 | 653.56 |
|
| Citigroup Com New (C) | 0.0 | $36k | +12% | 308.00 | 116.69 |
|
| Emerson Electric (EMR) | 0.0 | $36k | +16% | 268.00 | 132.90 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $35k | -5% | 644.00 | 53.76 |
|
| Applied Materials (AMAT) | 0.0 | $33k | +52% | 128.00 | 256.99 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $32k | -96% | 56.00 | 566.36 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $32k | +14% | 1.8k | 17.50 |
|
| American Express Company (AXP) | 0.0 | $31k | +18% | 83.00 | 369.95 |
|
| Royal Gold (RGLD) | 0.0 | $31k | +6% | 137.00 | 222.29 |
|
| Intel Corporation (INTC) | 0.0 | $29k | +6% | 796.00 | 36.90 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $29k | +93% | 370.00 | 79.36 |
|
| Philip Morris International (PM) | 0.0 | $29k | +8% | 181.00 | 160.40 |
|
| Strategy Cl A New (MSTR) | 0.0 | $29k | +280% | 190.00 | 151.95 |
|
| salesforce (CRM) | 0.0 | $29k | +285% | 108.00 | 264.91 |
|
| Gilead Sciences (GILD) | 0.0 | $29k | +6% | 233.00 | 122.74 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $28k | 174.00 | 162.63 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $28k | +39% | 208.00 | 135.14 |
|
| UnitedHealth (UNH) | 0.0 | $28k | -5% | 84.00 | 330.11 |
|
| Lowe's Companies (LOW) | 0.0 | $28k | +9% | 114.00 | 241.16 |
|
| American Electric Power Company (AEP) | 0.0 | $27k | +3% | 235.00 | 115.31 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $27k | 168.00 | 160.76 |
|
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $26k | 289.00 | 90.40 |
|
|
| Blackrock (BLK) | 0.0 | $26k | -27% | 24.00 | 1070.33 |
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $26k | +152% | 2.6k | 9.97 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $25k | +99% | 247.00 | 99.91 |
|
| Amgen (AMGN) | 0.0 | $25k | +275% | 75.00 | 327.31 |
|
| Solid Power Class A Com (SLDP) | 0.0 | $24k | NEW | 5.8k | 4.25 |
|
| Centrus Energy Corp Cl A (LEU) | 0.0 | $24k | NEW | 100.00 | 242.76 |
|
| Autodesk (ADSK) | 0.0 | $24k | +49% | 82.00 | 296.01 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $24k | +57% | 157.00 | 154.14 |
|
| Simon Property (SPG) | 0.0 | $24k | +14% | 130.00 | 185.11 |
|
| Union Pacific Corporation (UNP) | 0.0 | $24k | -77% | 104.00 | 231.32 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $24k | 442.00 | 53.94 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $24k | +68% | 27.00 | 878.96 |
|
| Danaher Corporation (DHR) | 0.0 | $24k | +212% | 103.00 | 228.92 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $23k | +28% | 49.00 | 468.76 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $23k | +12% | 229.00 | 99.85 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $23k | +59% | 460.00 | 49.21 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $22k | +75% | 410.00 | 53.36 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $22k | +3% | 1.2k | 17.67 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $22k | -13% | 66.00 | 326.33 |
|
| Ecolab (ECL) | 0.0 | $21k | -6% | 81.00 | 263.52 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $21k | -8% | 274.00 | 77.53 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $21k | 69.00 | 303.88 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $21k | +436% | 59.00 | 349.98 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $20k | +19% | 709.00 | 28.82 |
|
| Sun Life Financial (SLF) | 0.0 | $20k | 327.00 | 62.40 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $20k | +35% | 65.00 | 312.58 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $20k | +24% | 126.00 | 160.79 |
|
| Armstrong World Industries (AWI) | 0.0 | $20k | -16% | 106.00 | 191.10 |
|
| Constellation Energy (CEG) | 0.0 | $20k | +18% | 57.00 | 353.26 |
|
| New York Times Cl A (NYT) | 0.0 | $20k | +170% | 289.00 | 69.42 |
|
| First Tr Exchange-traded SHS (FVD) | 0.0 | $20k | 431.00 | 46.08 |
|
|
| S&p Global (SPGI) | 0.0 | $20k | -22% | 38.00 | 522.58 |
|
| Enterprise Products Partners (EPD) | 0.0 | $20k | -6% | 616.00 | 32.08 |
|
| Shell Spon Ads (SHEL) | 0.0 | $19k | -4% | 261.00 | 73.40 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $19k | +2% | 325.00 | 57.15 |
|
| Wisdomtree Tr Intrst Rate Hdge (AGZD) | 0.0 | $19k | 826.00 | 22.49 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $18k | +23% | 84.00 | 219.36 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $18k | +975% | 1.3k | 14.17 |
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $18k | -19% | 89.00 | 203.04 |
|
| International Business Machines (IBM) | 0.0 | $18k | +238% | 61.00 | 296.21 |
|
| 3M Company (MMM) | 0.0 | $18k | +15% | 112.00 | 160.10 |
|
| Donaldson Company (DCI) | 0.0 | $18k | 200.00 | 88.66 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $18k | +3800% | 39.00 | 453.36 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $18k | +54% | 147.00 | 119.75 |
|
| Moody's Corporation (MCO) | 0.0 | $17k | +47% | 34.00 | 510.85 |
|
| Ross Stores (ROST) | 0.0 | $17k | +4% | 96.00 | 180.14 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $17k | +7% | 107.00 | 160.97 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $17k | +25% | 100.00 | 171.18 |
|
| Kla Corp Com New (KLAC) | 0.0 | $17k | +40% | 14.00 | 1215.07 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $17k | +10% | 22.00 | 771.86 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $17k | NEW | 630.00 | 26.89 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $17k | 137.00 | 123.26 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $17k | +2% | 69.00 | 242.91 |
|
| General Dynamics Corporation (GD) | 0.0 | $17k | +48% | 49.00 | 336.65 |
|
| Vistra Energy (VST) | 0.0 | $17k | +251% | 102.00 | 161.33 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $16k | +51% | 53.00 | 310.25 |
|
| Watts Water Technologies Cl A (WTS) | 0.0 | $16k | 59.00 | 276.02 |
|
|
| PNC Financial Services (PNC) | 0.0 | $16k | -9% | 77.00 | 208.73 |
|
| Curtiss-Wright (CW) | 0.0 | $16k | +3% | 29.00 | 551.28 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $16k | +119% | 145.00 | 110.19 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $16k | +123% | 181.00 | 87.16 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $16k | 32.00 | 487.88 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $15k | +81% | 78.00 | 197.15 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $15k | +46% | 135.00 | 113.10 |
|
| Tempur-Pedic International (SGI) | 0.0 | $15k | 171.00 | 89.28 |
|
|
| Sprott Com New (SII) | 0.0 | $15k | 155.00 | 97.92 |
|
|
| Marvell Technology (MRVL) | 0.0 | $15k | +36% | 178.00 | 84.98 |
|
| Electronic Arts (EA) | 0.0 | $15k | 74.00 | 204.32 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $15k | 14.00 | 1069.86 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $15k | +1480% | 79.00 | 188.08 |
|
| Cummins (CMI) | 0.0 | $15k | +7% | 29.00 | 510.45 |
|
| Howmet Aerospace (HWM) | 0.0 | $15k | +63% | 72.00 | 205.01 |
|
| Oklo Com Cl A (OKLO) | 0.0 | $15k | NEW | 202.00 | 71.76 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $15k | +350% | 54.00 | 268.30 |
|
| Diamondback Energy (FANG) | 0.0 | $14k | +14% | 96.00 | 150.33 |
|
| Fastenal Company (FAST) | 0.0 | $14k | -26% | 344.00 | 40.13 |
|
| United Rentals (URI) | 0.0 | $14k | +21% | 17.00 | 809.29 |
|
| ConocoPhillips (COP) | 0.0 | $14k | +64% | 145.00 | 93.61 |
|
| Norfolk Southern (NSC) | 0.0 | $14k | +20% | 47.00 | 288.72 |
|
Past Filings by Dogwood Wealth Management
SEC 13F filings are viewable for Dogwood Wealth Management going back to 2024
- Dogwood Wealth Management 2025 Q4 filed Feb. 4, 2026
- 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