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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 2 of 43  ·  851 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 35,384.0 $2.9M 1.12% +27K +300.0% $80.57 +2.1%
22 USRT ISHARES TR 42,890.0 $2.9M 1.12% -523.0 -1.2% $66.45 -1.7%
23 XSVN BONDBLOXX ETF TRUST 57,800.0 $2.7M 1.08% +8K +14.9% $47.27 -2.4%
24 AAPL APPLE INC Technology 8,690.0 $2.5M 0.99% -377.0 -4.2% $289.37 +10.6%
25 IYR ISHARES TR 24,092.0 $2.5M 0.97% +2K +8.1% $102.25 -0.1%
26 IEUR ISHARES TR 32,008.0 $2.4M 0.95% -836.0 -2.5% $75.17 +3.2%
27 IPAC ISHARES TR 28,683.0 $2.4M 0.93% -855.0 -2.9% $81.93 +6.4%
28 HYMB SPDR SERIES TRUST 76,422.0 $1.9M 0.77% +412.0 +0.5% $25.44 -3.9%
29 AVEM AMERICAN CENTY ETF TR 19,644.0 $1.9M 0.75% -2K -7.7% $96.49 +0.3%
30 AVDV AMERICAN CENTY ETF TR 17,650.0 $1.8M 0.72% -544.0 -3.0% $103.05 +10.4%
31 HYGV FLEXSHARES TR 45,174.0 $1.8M 0.72% +2K +4.3% $40.26 -0.8%
32 VB VANGUARD INDEX FDS 5,863.0 $1.8M 0.70% $303.12 -1.0%
33 BIL SPDR SERIES TRUST 15,608.0 $1.4M 0.56% +1K +9.9% $91.64 -0.2%
34 AMZN AMAZON COM INC Consumer Cyclical 4,496.0 $1.1M 0.42% -513.0 -10.2% $238.33 +8.5%
35 JPM JPMORGAN CHASE & CO Financial Services 3,081.0 $1.0M 0.40% -929.0 -23.2% $327.33 +9.6%
36 AVGO BROADCOM INC Technology 2,522.0 $953K 0.38% -706.0 -21.9% $377.78 -5.3%
37 MSFT MICROSOFT CORP Technology 2,528.0 $943K 0.37% -424.0 -14.4% $373.02 +34.0%
38 LLY ELI LILLY & CO Healthcare 746.0 $895K 0.35% +247.0 +49.5% $1199.43 -4.3%
39 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 865.0 $809K 0.32% -291.0 -25.2% $935.47 -2.1%
40 WMT WALMART INC Consumer Defensive 6,785.0 $768K 0.30% -3K -31.5% $113.26 -5.4%
Page 2 of 43  ·  851 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%