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Dogwood Wealth Management LLC

Q2 2026 13F filing

Updated 67 days ago

851 disclosed positions worth $253.4M

Portfolio value
$253.4M
Total holdings
851
New positions
82
Closed positions
91
Increased
331
Decreased
211
Turnover
20.3%
Filed
2026-07-06

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

PUTNAM ETF TRUST

+8.3%
Value
$21.7M
Shares
426.7K
% Port
8.58%
?
2.N/A

FIDELITY MERRIMACK STR TR

+10.2%
Value
$20.5M
Shares
449.8K
% Port
8.08%
?
3.N/A

VANGUARD INDEX FDS

+7.8%
Value
$19.1M
Shares
51.5K
% Port
7.53%
?
4.N/A

INVESCO EXCH TRADED FD TR II

+2.5%
Value
$15.5M
Shares
51.2K
% Port
6.12%
?
5.N/A

AMERICAN CENTY ETF TR

+6.4%
Value
$11.6M
Shares
93.1K
% Port
4.59%
O

VANECK MERK GOLD ETF

+13.0%
Value
$10M
Shares
260.0K
% Port
3.96%
?
7.N/A

AMERICAN CENTY ETF TR

-5.6%
Value
$9.8M
Shares
109.4K
% Port
3.88%
?
8.N/A

PROSHARES TR

+11.4%
Value
$9.8M
Shares
107.3K
% Port
3.88%
?
9.N/A

INVESCO EXCH TRADED FD TR II

+9.7%
Value
$9.7M
Shares
160.3K
% Port
3.81%
?
10.N/A

ISHARES TR

+3.8%
Value
$9.1M
Shares
111.4K
% Port
3.61%
?
11.N/A

SPDR SERIES TRUST

+5.9%
Value
$8.9M
Shares
74.8K
% Port
3.52%
?
12.N/A

JANUS DETROIT STR TR

+7.7%
Value
$7.6M
Shares
150.0K
% Port
2.99%
E
13.ETHA

ISHARES TR

Unchanged
Value
$6.6M
Shares
8.8K
% Port
2.59%
E
14.ETHA

ISHARES TR

+1.1%
Value
$5.9M
Shares
55.0K
% Port
2.34%
?
15.N/A

AMERICAN CENTY ETF TR

+5.9%
Value
$5.5M
Shares
132.0K
% Port
2.16%
?
16.N/A

AMERICAN CENTY ETF TR

-5.8%
Value
$4.7M
Shares
63.5K
% Port
1.84%
?
17.N/A

ISHARES TR

+3.5%
Value
$4.2M
Shares
41.2K
% Port
1.66%
N
18.NVDA

NVIDIA CORPORATION

+1.4%
Value
$3.2M
Shares
15.7K
% Port
1.24%
?
19.N/A

VANECK ETF TRUST

+19.5%
Value
$3M
Shares
26.2K
% Port
1.20%
?
20.N/A

SPDR SERIES TRUST

-5.9%
Value
$2.9M
Shares
32.0K
% Port
1.15%
V
21.VGES

VANGUARD INDEX FDS

+300.0%
Value
$2.9M
Shares
35.4K
% Port
1.13%
?
22.N/A

ISHARES TR

-1.2%
Value
$2.9M
Shares
42.9K
% Port
1.12%
?
23.N/A

BONDBLOXX ETF TRUST

+14.9%
Value
$2.7M
Shares
57.8K
% Port
1.08%
A
24.AAPL

APPLE INC

-4.2%
Value
$2.5M
Shares
8.7K
% Port
0.99%
?
25.N/A

ISHARES TR

+8.1%
Value
$2.5M
Shares
24.1K
% Port
0.97%
?
26.N/A

ISHARES TR

-2.5%
Value
$2.4M
Shares
32.0K
% Port
0.95%
?
27.N/A

ISHARES TR

-2.9%
Value
$2.4M
Shares
28.7K
% Port
0.93%
?
28.N/A

SPDR SERIES TRUST

+0.5%
Value
$1.9M
Shares
76.4K
% Port
0.77%
?
29.N/A

AMERICAN CENTY ETF TR

-7.7%
Value
$1.9M
Shares
19.6K
% Port
0.75%
?
30.N/A

AMERICAN CENTY ETF TR

-3.0%
Value
$1.8M
Shares
17.6K
% Port
0.72%
?
31.N/A

FLEXSHARES TR

+4.3%
Value
$1.8M
Shares
45.2K
% Port
0.72%
?
32.N/A

VANGUARD INDEX FDS

Unchanged
Value
$1.8M
Shares
5.9K
% Port
0.70%
?
33.N/A

SPDR SERIES TRUST

+9.9%
Value
$1.4M
Shares
15.6K
% Port
0.56%
A
34.AMZN

AMAZON COM INC

-10.2%
Value
$1.1M
Shares
4.5K
% Port
0.42%
J

JPMORGAN CHASE & CO

-23.2%
Value
$1M
Shares
3.1K
% Port
0.40%
A
36.AVGO

BROADCOM INC

-21.9%
Value
$953K
Shares
2.5K
% Port
0.38%
M
37.MSFT

MICROSOFT CORP

-14.4%
Value
$943K
Shares
2.5K
% Port
0.37%
L
38.LLY

ELI LILLY & CO

+49.5%
Value
$895K
Shares
746
% Port
0.35%
C
39.COST

COSTCO WHOLESALE CORPORATION

-25.2%
Value
$809K
Shares
865
% Port
0.32%
W
40.WMT

WALMART INC

-31.5%
Value
$768K
Shares
6.8K
% Port
0.30%
G

ALPHABET INC

-9.6%
Value
$747K
Shares
2.1K
% Port
0.29%
?
42.N/A

VISA INC

-10.5%
Value
$740K
Shares
2.2K
% Port
0.29%
G

ALPHABET INC

-20.3%
Value
$695K
Shares
2.0K
% Port
0.27%
M
44.META

META PLATFORMS INC

+41.0%
Value
$682K
Shares
1.2K
% Port
0.27%
W
45.WELL

WELLTOWER INC

-20.8%
Value
$670K
Shares
3.0K
% Port
0.26%
M
46.MU

MICRON TECHNOLOGY INC

+9.6%
Value
$619K
Shares
536
% Port
0.24%
L
47.LRCX

LAM RESEARCH CORP

+413.9%
Value
$561K
Shares
1.3K
% Port
0.22%
?
48.N/A

CROWDSTRIKE HLDGS INC

-21.6%
Value
$494K
Shares
647
% Port
0.19%
?
49.N/A

ASML HLDG NV

+31.0%
Value
$446K
Shares
224
% Port
0.18%
B

BERKSHIRE HATHAWAY INC DEL

-10.4%
Value
$438K
Shares
875
% Port
0.17%