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Portfolio (Quarterly) Guide ↗

Dogwood Wealth Management LLC

· CIK 0002056922
13F Portfolio $253M AUM 851 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 86 New 326 Added 210 Reduced 91 Exited
Page 1 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PVAL PUTNAM ETF TRUST 426,694.0 $21.7M 8.58% +33K +8.3% $50.95 +6.3%
2 FBND FIDELITY MERRIMACK STR TR 449,753.0 $20.5M 8.07% +41K +10.2% $45.49 -1.7%
3 VTI VANGUARD INDEX FDS 51,529.0 $19.1M 7.53% +4K +7.8% $370.04 +2.6%
4 QQQM INVESCO EXCH TRADED FD TR II 51,179.0 $15.5M 6.12% +1K +2.5% $302.97 -2.3%
5 AVUV AMERICAN CENTY ETF TR 93,148.0 $11.6M 4.59% +6K +6.4% $124.76 +1.7%
6 OUNZ VANECK MERK GOLD ETF Financial Services 259,990.0 $10.0M 3.96% +30K +13.0% $38.59 +10.4%
7 REGL PROSHARES TR 107,264.0 $9.8M 3.88% +11K +11.4% $91.57 +1.6%
8 IDMO INVESCO EXCH TRADED FD TR II 160,272.0 $9.7M 3.81% +14K +9.7% $60.29 +5.3%
9 SHY ISHARES TR 111,404.0 $9.1M 3.61% +4K +3.8% $82.11 -0.5%
10 SPYG SPDR SERIES TRUST 74,843.0 $8.9M 3.52% +4K +5.9% $118.99 +2.3%
11 JAAA JANUS DETROIT STR TR 149,985.0 $7.6M 2.99% +11K +7.7% $50.49 +0.2%
12 MUB ISHARES TR 55,041.0 $5.9M 2.34% +570.0 +1.1% $107.62 -3.3%
13 AVIG AMERICAN CENTY ETF TR 132,047.0 $5.5M 2.16% +7K +5.9% $41.41 -2.1%
14 STIP ISHARES TR 41,235.0 $4.2M 1.66% +1K +3.5% $102.16 -1.3%
15 NVDA NVIDIA CORPORATION Technology 15,748.0 $3.2M 1.24% +213.0 +1.4% $200.09 +15.1%
16 NLR VANECK ETF TRUST 26,240.0 $3.0M 1.20% +4K +19.5% $115.98 +3.4%
17 VO VANGUARD INDEX FDS 35,384.0 $2.9M 1.12% +27K +300.0% $80.57 +2.1%
18 XSVN BONDBLOXX ETF TRUST 57,800.0 $2.7M 1.08% +8K +14.9% $47.27 -2.4%
19 IYR ISHARES TR 24,092.0 $2.5M 0.97% +2K +8.1% $102.25 -0.1%
20 HYMB SPDR SERIES TRUST 76,422.0 $1.9M 0.77% +412.0 +0.5% $25.44 -3.9%
Page 1 of 17  ·  326 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
Financial Services 33.8%
Technology 30.9%
Industrials 8.0%
Healthcare 5.7%
Consumer Cyclical 5.7%
Consumer Defensive 5.5%
Communication Services 4.3%
Real Estate 2.6%
Energy 1.5%
Utilities 1.3%