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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PCG PG&E CORP Utilities 16.0 $269.0 NEW $16.81 -14.9%
82 ONCY ONCOLYTICS BIOTECH INC Healthcare 146.0 $139.0 NEW $0.95 -11.4%
83 DIA STATE STR SPDR DOW JONES IND Financial Services $82.0 NEW
84 UNIT UNITI GROUP LLC Real Estate 5.0 $57.0 NEW $11.40 -10.8%
85 TIP ISHARES TR $35.0 NEW
86 BUL PACER FDS TR $19.0 NEW
Page 5 of 5  ·  86 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%