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 32.35% of Dogwood Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FBND, VTI, BALT, PVAL, QQQM, SPYG, IDMO, REGL, CEF, JAAA.
- Started 170 new stock positions in MRNA, PPG, OMAB, WWD, PDS, EIX, THIR, TKR, E, DDS.
- Reduced shares in these 10 stocks: CVX, KMI, CSCO, AMZN, UBER, COST, NFLX, VNQ, ORCL, MSFT.
- Sold out of its positions in AAP, AFRM, ALG, ALLY, OKLO, AAL, ABR, ARES, ASAN, ALAB.
- Dogwood Wealth Management was a net buyer of stock by $4.7M.
- Dogwood Wealth Management has $230M in assets under management (AUM), dropping by 1.35%.
- Central Index Key (CIK): 0002056922
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Portfolio Holdings for Dogwood Wealth Management
Dogwood Wealth Management holds 860 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Dogwood Wealth Management has 860 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Dogwood Wealth Management March 31, 2026 positions
- Download the Dogwood Wealth Management March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 8.1 | $19M | +8% | 408k | 45.62 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 7.9 | $18M | +6% | 394k | 46.40 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 6.7 | $15M | +10% | 48k | 320.81 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 5.2 | $12M | +10% | 50k | 237.62 |
|
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 4.5 | $10M | 230k | 45.05 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.2 | $9.7M | +3% | 88k | 110.47 |
|
| American Centy Etf Tr Avantis Us Larg (AVLC) | 3.9 | $9.0M | +2% | 116k | 77.55 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.9 | $8.9M | +4% | 107k | 82.57 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 3.6 | $8.3M | +6% | 96k | 86.41 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 3.5 | $8.0M | +9% | 146k | 54.84 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.0 | $7.0M | +6% | 139k | 50.37 |
|
| Spdr Series Trust State Street Spd (SPYG) | 3.0 | $6.9M | +14% | 71k | 97.91 |
|
| Ishares Tr National Mun Etf (MUB) | 2.5 | $5.8M | +3% | 55k | 106.15 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $5.7M | 8.8k | 653.21 |
|
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 2.2 | $5.2M | 125k | 41.54 |
|
|
| American Centy Etf Tr Avantis Us Small (AVSC) | 1.8 | $4.2M | 68k | 62.30 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.8 | $4.1M | +4% | 40k | 103.43 |
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 1.3 | $2.9M | +11% | 22k | 133.19 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $2.7M | -2% | 16k | 174.40 |
|
| Spdr Series Trust State Street Spd (SPTM) | 1.2 | $2.7M | 34k | 79.06 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 1.1 | $2.6M | +4% | 43k | 59.19 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $2.5M | 8.8k | 287.18 |
|
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 1.0 | $2.4M | +15% | 50k | 47.72 |
|
| Ishares Tr Core Msci Euro (IEUR) | 1.0 | $2.3M | 33k | 70.27 |
|
|
| Apple (AAPL) | 1.0 | $2.3M | -11% | 9.1k | 253.78 |
|
| Ishares Tr Core Msci Pac (IPAC) | 1.0 | $2.3M | -2% | 30k | 76.51 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.9 | $2.1M | 22k | 94.56 |
|
|
| Spdr Series Trust State Street Spd (HYMB) | 0.8 | $1.9M | +2% | 76k | 24.80 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.8 | $1.8M | -3% | 18k | 99.86 |
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.8 | $1.7M | 43k | 40.06 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.7 | $1.7M | 21k | 80.58 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $1.5M | 5.9k | 261.92 |
|
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.6 | $1.4M | NEW | 42k | 33.47 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.6 | $1.3M | +12% | 14k | 91.64 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.2M | +8% | 9.9k | 124.28 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.2M | -13% | 4.0k | 294.16 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.2M | -28% | 1.2k | 996.52 |
|
| Microsoft Corporation (MSFT) | 0.5 | $1.1M | -23% | 3.0k | 370.21 |
|
| Amazon (AMZN) | 0.5 | $1.0M | -33% | 5.0k | 208.26 |
|
| Broadcom (AVGO) | 0.4 | $999k | 3.2k | 309.47 |
|
|
| Welltower Inc Com reit (WELL) | 0.3 | $737k | -9% | 3.7k | 197.71 |
|
| Visa Com Cl A (V) | 0.3 | $728k | +16% | 2.4k | 302.28 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $714k | -35% | 8.1k | 88.70 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $708k | -32% | 2.5k | 286.90 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $704k | -24% | 5.4k | 130.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $665k | -23% | 2.3k | 287.56 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $548k | +13% | 3.2k | 169.66 |
|
| Johnson & Johnson (JNJ) | 0.2 | $539k | -8% | 2.2k | 244.44 |
|
| Meta Platforms Cl A (META) | 0.2 | $492k | -21% | 859.00 | 572.18 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $468k | -24% | 977.00 | 479.20 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $459k | -28% | 499.00 | 919.77 |
|
| Home Depot (HD) | 0.2 | $456k | -29% | 1.4k | 329.00 |
|
| Pepsi (PEP) | 0.2 | $454k | -25% | 2.9k | 155.27 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.2 | $450k | NEW | 9.4k | 47.72 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $444k | +30% | 4.5k | 99.27 |
|
| Southern Company (SO) | 0.2 | $391k | -27% | 4.1k | 96.52 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $386k | -21% | 772.00 | 499.66 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $385k | -44% | 352.00 | 1093.45 |
|
| TJX Companies (TJX) | 0.2 | $380k | -28% | 2.4k | 159.70 |
|
| Waste Management (WM) | 0.2 | $376k | -30% | 1.6k | 229.79 |
|
| Ge Aerospace Com New (GE) | 0.2 | $373k | -30% | 1.3k | 283.77 |
|
| Automatic Data Processing (ADP) | 0.1 | $328k | -34% | 1.6k | 203.14 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $327k | -22% | 5.4k | 61.05 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $322k | +1583% | 825.00 | 390.41 |
|
| Qualcomm (QCOM) | 0.1 | $319k | -37% | 2.5k | 128.76 |
|
| Servicenow (NOW) | 0.1 | $311k | -15% | 3.0k | 104.55 |
|
| Roper Industries (ROP) | 0.1 | $311k | -33% | 878.00 | 353.93 |
|
| TransDigm Group Incorporated (TDG) | 0.1 | $311k | -42% | 268.00 | 1158.96 |
|
| Kkr & Co (KKR) | 0.1 | $301k | -39% | 3.2k | 92.51 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $300k | 6.0k | 49.95 |
|
|
| Tesla Motors (TSLA) | 0.1 | $295k | -38% | 793.00 | 371.75 |
|
| Progressive Corporation (PGR) | 0.1 | $294k | -33% | 1.5k | 198.24 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $291k | 5.8k | 49.89 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $284k | -2% | 2.6k | 111.19 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $274k | 3.4k | 80.61 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $259k | +282% | 1.8k | 144.48 |
|
| Intuit (INTU) | 0.1 | $244k | +695% | 565.00 | 432.38 |
|
| Ametek (AME) | 0.1 | $236k | -21% | 1.1k | 214.36 |
|
| Kroger (KR) | 0.1 | $236k | -58% | 3.3k | 72.36 |
|
| Lululemon Athletica (LULU) | 0.1 | $234k | NEW | 1.5k | 153.10 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $226k | +1121% | 171.00 | 1320.83 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $217k | -8% | 4.2k | 50.98 |
|
| Medtronic SHS (MDT) | 0.1 | $214k | -17% | 2.5k | 86.65 |
|
| Republic Services (RSG) | 0.1 | $213k | -17% | 972.00 | 219.02 |
|
| Fortive (FTV) | 0.1 | $211k | -25% | 3.8k | 55.28 |
|
| Public Service Enterprise (PEG) | 0.1 | $210k | -17% | 2.6k | 80.95 |
|
| Waste Connections (WCN) | 0.1 | $199k | -16% | 1.2k | 162.44 |
|
| Metropcs Communications (TMUS) | 0.1 | $199k | -4% | 945.00 | 210.03 |
|
| Moody's Corporation (MCO) | 0.1 | $198k | +1235% | 454.00 | 436.25 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $183k | -16% | 5.0k | 36.39 |
|
| Ptc (PTC) | 0.1 | $182k | 1.3k | 142.49 |
|
|
| Cisco Systems (CSCO) | 0.1 | $180k | -74% | 2.3k | 77.59 |
|
| Nextera Energy (NEE) | 0.1 | $180k | +7% | 1.9k | 92.88 |
|
| Danaher Corporation (DHR) | 0.1 | $176k | +800% | 928.00 | 189.60 |
|
| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.1 | $176k | +52% | 4.5k | 39.19 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $172k | 1.5k | 118.43 |
|
|
| Micron Technology (MU) | 0.1 | $165k | +24% | 489.00 | 337.84 |
|
| Netflix (NFLX) | 0.1 | $165k | -71% | 1.7k | 96.14 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $164k | +240% | 1.7k | 95.44 |
|
| Chevron Corporation (CVX) | 0.1 | $155k | -80% | 748.00 | 207.03 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.1 | $145k | NEW | 6.0k | 24.39 |
|
| Altria (MO) | 0.1 | $140k | +6% | 2.1k | 65.99 |
|
| American Centy Etf Tr Core Muni Fxd In (AVMU) | 0.1 | $136k | -9% | 3.0k | 45.80 |
|
| Merck & Co (MRK) | 0.1 | $136k | +8% | 1.1k | 120.34 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $128k | NEW | 3.6k | 35.44 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $125k | -2% | 1.5k | 84.84 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $123k | 2.3k | 52.79 |
|
|
| Abbvie (ABBV) | 0.1 | $120k | +16% | 550.00 | 217.49 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.1 | $119k | -2% | 2.5k | 48.32 |
|
| Corning Incorporated (GLW) | 0.1 | $118k | +10% | 870.00 | 135.97 |
|
| American Centy Etf Tr Avantis Intl Sml (AVDS) | 0.0 | $112k | -3% | 1.6k | 71.85 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $103k | 173.00 | 596.24 |
|
|
| Sprott Asset Management Physical Platinu (SPPP) | 0.0 | $98k | NEW | 6.3k | 15.53 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $96k | +5% | 658.00 | 146.28 |
|
| Coca-Cola Company (KO) | 0.0 | $96k | +21% | 1.3k | 76.05 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $95k | 1.9k | 50.14 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $91k | +13% | 741.00 | 122.78 |
|
| Caterpillar (CAT) | 0.0 | $85k | +29% | 120.00 | 708.46 |
|
| Neos Etf Trust Nasdaq 100 Hdgd (QQQH) | 0.0 | $83k | +2% | 1.6k | 51.26 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $77k | 1.1k | 68.14 |
|
|
| Deere & Company (DE) | 0.0 | $74k | +20% | 131.00 | 563.30 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $73k | -30% | 1.3k | 56.58 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.0 | $72k | +8% | 949.00 | 75.68 |
|
| Bank of America Corporation (BAC) | 0.0 | $72k | +33% | 1.5k | 48.75 |
|
| Morgan Stanley Com New (MS) | 0.0 | $69k | +24% | 421.00 | 164.57 |
|
| Prologis (PLD) | 0.0 | $68k | +28% | 513.00 | 132.20 |
|
| Goldman Sachs (GS) | 0.0 | $68k | +50% | 80.00 | 845.99 |
|
| Ge Vernova (GEV) | 0.0 | $65k | +34% | 74.00 | 872.91 |
|
| Applied Materials (AMAT) | 0.0 | $64k | +46% | 188.00 | 341.79 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $63k | 761.00 | 82.43 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $63k | +8% | 975.00 | 64.22 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $62k | +289% | 565.00 | 108.99 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $61k | +290% | 707.00 | 86.69 |
|
| Advanced Micro Devices (AMD) | 0.0 | $61k | +9% | 301.00 | 203.43 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $61k | +162% | 181.00 | 337.95 |
|
| ConocoPhillips (COP) | 0.0 | $60k | +211% | 452.00 | 132.00 |
|
| Citigroup Com New (C) | 0.0 | $57k | +63% | 504.00 | 113.41 |
|
| Intel Corporation (INTC) | 0.0 | $57k | +61% | 1.3k | 44.13 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $55k | +33% | 111.00 | 491.53 |
|
| Gilead Sciences (GILD) | 0.0 | $54k | +67% | 390.00 | 139.37 |
|
| Boeing Company (BA) | 0.0 | $54k | +13% | 273.00 | 199.03 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $54k | +152% | 252.00 | 213.66 |
|
| Barclays Adr (BCS) | 0.0 | $53k | 2.5k | 21.16 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $53k | 599.00 | 88.16 |
|
|
| Cme (CME) | 0.0 | $52k | +9% | 177.00 | 295.35 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $52k | 243.00 | 215.06 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $52k | +8% | 270.00 | 192.90 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $51k | +1550% | 132.00 | 388.23 |
|
| Abbott Laboratories (ABT) | 0.0 | $50k | +17% | 486.00 | 102.67 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $49k | +5% | 4.4k | 11.28 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $49k | +226% | 196.00 | 250.61 |
|
| McDonald's Corporation (MCD) | 0.0 | $49k | +19% | 158.00 | 310.13 |
|
| Illinois Tool Works (ITW) | 0.0 | $48k | +19% | 183.00 | 260.79 |
|
| Sempra Energy (SRE) | 0.0 | $47k | +5% | 486.00 | 97.08 |
|
| Pimco Etf Tr 1-5 Us Tip Idx (STPZ) | 0.0 | $47k | -21% | 866.00 | 54.11 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $46k | +8% | 189.00 | 244.18 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $45k | +20% | 163.00 | 275.18 |
|
| Wells Fargo & Company (WFC) | 0.0 | $45k | 561.00 | 79.61 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $43k | +107% | 29.00 | 1472.41 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $42k | +69% | 389.00 | 108.25 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $42k | +57% | 694.00 | 60.65 |
|
| Amgen (AMGN) | 0.0 | $42k | +58% | 119.00 | 351.85 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $41k | 63.00 | 650.33 |
|
|
| Philip Morris International (PM) | 0.0 | $41k | +35% | 245.00 | 165.34 |
|
| Lowe's Companies (LOW) | 0.0 | $40k | +48% | 169.00 | 236.28 |
|
| Oracle Corporation (ORCL) | 0.0 | $40k | -90% | 271.00 | 147.14 |
|
| Qorvo (QRVO) | 0.0 | $39k | 499.00 | 77.40 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $39k | +81% | 120.00 | 321.80 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $39k | +64% | 97.00 | 398.00 |
|
| Union Pacific Corporation (UNP) | 0.0 | $38k | +51% | 158.00 | 242.62 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.0 | $38k | -35% | 409.00 | 93.27 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.0 | $37k | -10% | 330.00 | 112.26 |
|
| Emerson Electric (EMR) | 0.0 | $37k | +5% | 282.00 | 130.94 |
|
| Walt Disney Company (DIS) | 0.0 | $37k | +5% | 382.00 | 96.38 |
|
| Capital One Financial (COF) | 0.0 | $37k | -11% | 201.00 | 182.43 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $35k | 644.00 | 54.05 |
|
|
| American Express Company (AXP) | 0.0 | $35k | +38% | 115.00 | 302.48 |
|
| Lumentum Hldgs (LITE) | 0.0 | $34k | +128% | 48.00 | 702.75 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $33k | +41% | 349.00 | 93.98 |
|
| Curtiss-Wright (CW) | 0.0 | $33k | +65% | 48.00 | 681.12 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $32k | +84% | 72.00 | 446.54 |
|
| Simon Property (SPG) | 0.0 | $32k | +31% | 171.00 | 186.53 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $31k | +29% | 35.00 | 895.23 |
|
| Shell Spon Ads (SHEL) | 0.0 | $31k | +28% | 336.00 | 92.92 |
|
| Verizon Communications (VZ) | 0.0 | $31k | +90% | 613.00 | 50.20 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $31k | +16% | 243.00 | 126.35 |
|
| American Electric Power Company (AEP) | 0.0 | $30k | -2% | 230.00 | 131.08 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $30k | +111% | 76.00 | 391.76 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $29k | +108% | 150.00 | 194.14 |
|
| PNC Financial Services (PNC) | 0.0 | $29k | +79% | 138.00 | 208.09 |
|
| C H Robinson Worldwide In Com New (CHRW) | 0.0 | $29k | +2% | 172.00 | 166.07 |
|
| Pfizer (PFE) | 0.0 | $29k | +98% | 1.0k | 28.08 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $28k | +6% | 395.00 | 71.82 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $28k | 289.00 | 97.73 |
|
|
| Honeywell International (HON) | 0.0 | $28k | +87% | 124.00 | 226.90 |
|
| Royal Gold (RGLD) | 0.0 | $28k | -19% | 110.00 | 254.49 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $28k | +164% | 235.00 | 118.63 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $28k | +31% | 606.00 | 45.97 |
|
| SLB Com Stk (SLB) | 0.0 | $28k | +72% | 542.00 | 51.39 |
|
| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $28k | +13% | 329.00 | 83.73 |
|
| Oneok (OKE) | 0.0 | $28k | +375% | 304.00 | 90.39 |
|
| UnitedHealth (UNH) | 0.0 | $27k | +19% | 100.00 | 270.59 |
|
| Us Bancorp Com New (USB) | 0.0 | $27k | +26% | 517.00 | 52.01 |
|
| Sandisk Corp (SNDK) | 0.0 | $27k | +223% | 42.00 | 635.33 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $27k | NEW | 62.00 | 430.29 |
|
| Kinder Morgan (KMI) | 0.0 | $27k | -96% | 794.00 | 33.53 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $27k | +37% | 202.00 | 130.95 |
|
| Linde SHS (LIN) | 0.0 | $26k | +253% | 53.00 | 495.75 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $26k | +54% | 34.00 | 772.65 |
|
| Consolidated Edison (ED) | 0.0 | $26k | -91% | 232.00 | 113.18 |
|
| Centrus Energy Corp Cl A (LEU) | 0.0 | $26k | +51% | 151.00 | 173.59 |
|
| International Business Machines (IBM) | 0.0 | $26k | +77% | 108.00 | 242.39 |
|
| Marvell Technology (MRVL) | 0.0 | $26k | +48% | 264.00 | 99.05 |
|
| Sprott Com New (SII) | 0.0 | $26k | +16% | 181.00 | 142.90 |
|
| Palo Alto Networks (PANW) | 0.0 | $25k | +1327% | 157.00 | 160.32 |
|
| Phillips 66 (PSX) | 0.0 | $25k | +253% | 138.00 | 182.18 |
|
| Ross Stores (ROST) | 0.0 | $25k | +17% | 113.00 | 216.63 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $24k | -5% | 53.00 | 460.98 |
|
| Howmet Aerospace (HWM) | 0.0 | $24k | +47% | 106.00 | 230.46 |
|
| Ecolab (ECL) | 0.0 | $24k | +11% | 90.00 | 266.92 |
|
| Analog Devices (ADI) | 0.0 | $24k | +120% | 75.00 | 318.13 |
|
| Diamondback Energy (FANG) | 0.0 | $23k | +22% | 118.00 | 197.79 |
|
| Blackrock (BLK) | 0.0 | $23k | 24.00 | 961.71 |
|
|
| Equinix (EQIX) | 0.0 | $23k | 23.00 | 980.26 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $23k | -3% | 595.00 | 37.86 |
|
| salesforce (CRM) | 0.0 | $22k | +11% | 120.00 | 186.67 |
|
| Church & Dwight (CHD) | 0.0 | $22k | NEW | 238.00 | 93.32 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $22k | +310% | 201.00 | 110.39 |
|
| Uber Technologies (UBER) | 0.0 | $22k | -95% | 307.00 | 71.93 |
|
| Quanta Services (PWR) | 0.0 | $22k | +33% | 40.00 | 549.02 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $22k | +3% | 1.3k | 17.15 |
|
| Digital Realty Trust (DLR) | 0.0 | $22k | +376% | 119.00 | 180.80 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $22k | 274.00 | 78.41 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $22k | +311% | 181.00 | 118.60 |
|
| At&t (T) | 0.0 | $21k | +121% | 736.00 | 28.99 |
|
| Agnico (AEM) | 0.0 | $21k | +46% | 104.00 | 202.98 |
|
| EOG Resources (EOG) | 0.0 | $21k | +210% | 146.00 | 144.57 |
|
| Cummins (CMI) | 0.0 | $21k | +34% | 39.00 | 538.03 |
|
| Corteva (CTVA) | 0.0 | $21k | +123% | 248.00 | 83.71 |
|
| Sun Life Financial (SLF) | 0.0 | $21k | 327.00 | 62.56 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $20k | +4% | 741.00 | 27.46 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $20k | +16% | 62.00 | 327.06 |
|
| First Tr Exchange-traded SHS (FVD) | 0.0 | $20k | 431.00 | 47.03 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $20k | +58% | 170.00 | 118.62 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $20k | +212% | 694.00 | 28.71 |
|
| Donaldson Company (DCI) | 0.0 | $20k | +17% | 234.00 | 84.87 |
|
| American Tower Reit (AMT) | 0.0 | $20k | +85% | 115.00 | 172.58 |
|
| Norfolk Southern (NSC) | 0.0 | $19k | +42% | 67.00 | 287.00 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $19k | +33% | 79.00 | 243.08 |
|
| Armstrong World Industries (AWI) | 0.0 | $19k | +8% | 115.00 | 164.80 |
|
Past Filings by Dogwood Wealth Management
SEC 13F filings are viewable for Dogwood Wealth Management going back to 2024
- Dogwood Wealth Management 2026 Q1 filed May 12, 2026
- 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