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Portfolio (Quarterly) Guide ↗

Dodds Wealth, LLC

· CIK 0001973728
13F Portfolio $445M AUM 56 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 56 New
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,426.0 $1.8M 0.41% NEW $746.79 +2.6%
22 BERKSHIRE HATHAWAY INC DEL 3,431.0 $1.7M 0.39% NEW $500.32
23 IJH ISHARES TR 17,714.0 $1.4M 0.31% NEW $77.11 -1.3%
24 DVY ISHARES TR 8,001.0 $1.3M 0.28% NEW $156.30 +5.0%
25 VT VANGUARD INTL EQUITY INDEX F 7,539.0 $1.2M 0.27% NEW $156.95 +2.6%
26 XLV SELECT SECTOR SPDR TR 7,389.0 $1.2M 0.26% NEW $158.67 +10.5%
27 GOOGL ALPHABET INC Communication Services 3,150.0 $1.1M 0.25% NEW $357.40 -2.9%
28 IVV ISHARES TR 1,485.0 $1.1M 0.25% NEW $749.03 +2.8%
29 WELL WELLTOWER INC Real Estate 4,748.0 $1.1M 0.24% NEW $226.97 +6.3%
30 IYW ISHARES TR 3,851.0 $971K 0.22% NEW $252.23 -2.5%
31 QQQ INVESCO QQQ TR Financial Services 1,307.0 $962K 0.22% NEW $736.14 -3.5%
32 AMZN AMAZON COM INC Consumer Cyclical 3,522.0 $839K 0.19% NEW $238.34 +9.5%
33 JNJ JOHNSON & JOHNSON Healthcare 2,802.0 $712K 0.16% NEW $254.01 +7.5%
34 MSFT MICROSOFT CORP Technology 1,899.0 $708K 0.16% NEW $373.05 +31.8%
35 VEA VANGUARD TAX-MANAGED FDS 9,776.0 $697K 0.16% NEW $71.25 +3.6%
36 PFF ISHARES TR 17,858.0 $544K 0.12% NEW $30.49 +0.6%
37 JPM JPMORGAN CHASE & CO Financial Services 1,547.0 $506K 0.11% NEW $327.33 +9.0%
38 USB US BANCORP Financial Services 7,658.0 $463K 0.10% NEW $60.40 +3.3%
39 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,202.0 $446K 0.10% NEW $370.73 -3.5%
40 CBZ CBIZ INC Industrials 13,542.0 $434K 0.10% NEW $32.08 +70.7%
Page 2 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.1%
Financial Services 23.2%
Communication Services 7.7%
Healthcare 7.5%
Consumer Cyclical 7.2%
Consumer Defensive 6.5%
Real Estate 6.0%
Industrials 3.7%