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Portfolio (Quarterly) Guide ↗

Dogwood Wealth Management LLC

· CIK 0002056922
13F Portfolio $230M AUM 860 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 188 New 346 Added 164 Reduced 76 Exited
Page 2 of 43  ·  860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USRT ISHARES TR 43,413.0 $2.6M 1.12% +2K +4.1% $59.19 +10.9%
22 VO VANGUARD INDEX FDS 8,846.0 $2.5M 1.10% -74.0 -0.8% $287.18 -72.6%
23 XSVN BONDBLOXX ETF TRUST 50,291.0 $2.4M 1.04% +7K +16.0% $47.72 -1.0%
24 IEUR ISHARES TR 32,844.0 $2.3M 1.00% +198.0 +0.6% $70.27 +8.2%
25 AAPL APPLE INC Technology 9,067.0 $2.3M 1.00% -1K -11.3% $253.78 +22.8%
26 IPAC ISHARES TR 29,538.0 $2.3M 0.98% -901.0 -3.0% $76.51 +7.4%
27 IYR ISHARES TR 22,284.0 $2.1M 0.92% +402.0 +1.8% $94.56 +8.7%
28 HYMB SPDR SERIES TRUST 76,010.0 $1.9M 0.82% +2K +2.4% $24.80 +1.5%
29 AVDV AMERICAN CENTY ETF TR 18,194.0 $1.8M 0.79% -652.0 -3.5% $99.86 +9.8%
30 HYGV FLEXSHARES TR 43,326.0 $1.7M 0.75% $40.06 +0.7%
31 AVEM AMERICAN CENTY ETF TR 21,274.0 $1.7M 0.74% -136.0 -0.6% $80.58 +19.7%
32 VB VANGUARD INDEX FDS 5,863.0 $1.5M 0.67% $261.92 +11.6%
33 BALT INNOVATOR ETFS TRUST 41,679.0 $1.4M 0.61% NEW $33.47 +2.0%
34 BIL SPDR SERIES TRUST 14,207.0 $1.3M 0.56% +2K +12.0% $91.64 -0.0%
35 WMT WALMART INC Consumer Defensive 9,904.0 $1.2M 0.54% +771.0 +8.4% $124.28 -4.5%
36 JPM JPMORGAN CHASE & CO Financial Services 4,010.0 $1.2M 0.51% -623.0 -13.4% $294.16 +1.5%
37 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,156.0 $1.2M 0.50% -467.0 -28.8% $996.52 +0.9%
38 MSFT MICROSOFT CORP Technology 2,952.0 $1.1M 0.47% -911.0 -23.6% $370.21 +14.9%
39 AMZN AMAZON COM INC Consumer Cyclical 5,009.0 $1.0M 0.45% -2K -33.2% $208.26 +29.5%
40 AVGO BROADCOM INC Technology 3,228.0 $999K 0.43% -39.0 -1.2% $309.47 +35.1%
Page 2 of 43  ·  860 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 34.2%
Technology 23.7%
Consumer Defensive 7.9%
Industrials 7.8%
Consumer Cyclical 6.2%
Communication Services 5.3%
Healthcare 4.9%
Utilities 3.7%
Energy 3.2%
Real Estate 2.4%