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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 43 of 43  ·  860 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 STEM INC 11.0 $97.0 $8.82
842 JNK SPDR SERIES TRUST 1.0 $92.0 $92.00 +5.1%
843 RVTY REVVITY INC Healthcare 1.0 $88.0 $88.00 +14.8%
844 UBSI UNITED BANKSHARES INC WEST V Financial Services 2.0 $83.0 $41.50 +3.8%
845 DIA STATE STR SPDR DOW JONES IND Financial Services $73.0 NEW
846 COWZ PACER FDS TR 1.0 $52.0 $52.00 +24.1%
847 SJNK SPDR SERIES TRUST 2.0 $50.0 $25.00 +0.5%
848 SPEM SPDR INDEX SHS FDS 1.0 $47.0 $47.00 +11.6%
849 LTBR LIGHTBRIDGE CORP Industrials 4.0 $43.0 $10.75 +7.8%
850 TIP ISHARES TR $36.0 NEW
851 DIVO AMPLIFY ETF TR 1.0 $33.0 $33.00 +39.2%
852 REKR REKOR SYSTEMS INC Technology 40.0 $33.0 $0.82 -7.9%
853 LAB STANDARD BIOTOOLS INC Healthcare 27.0 $25.0 $0.93 +18.3%
854 SKILLZ INC 8.0 $21.0 $2.62
855 BUL PACER FDS TR $17.0 NEW
856 BND VANGUARD BD INDEX FDS $10.0 NEW
857 WRAP WRAP TECHNOLOGIES INC Technology 5.0 $8.0 $1.60 -10.9%
858 TALPHERA INC 10.0 $7.0 $0.70
859 EDESA BIOTECH INC 1.0 $5.0 $5.00
860 GALMED PHARMACEUTICALS LTD 1.0
Page 43 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%