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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 43 of 43  ·  851 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 FIRY INC 8.0 $81.0 $10.12
842 UNIT UNITI GROUP LLC Real Estate 5.0 $57.0 NEW $11.40 -10.8%
843 COWZ PACER FDS TR 1.0 $52.0 $52.00 +37.1%
844 SPEM SPDR INDEX SHS FDS 1.0 $52.0 $52.00 +2.7%
845 SJNK SPDR SERIES TRUST 2.0 $50.0 $25.00 -1.2%
846 TIP ISHARES TR $35.0 NEW
847 DIVO AMPLIFY ETF TR 1.0 $34.0 $34.00 +42.3%
848 APA APA CORPORATION Energy 1.0 $33.0 -41.0 -97.6% $33.00 +29.6%
849 REKR REKOR SYSTEMS INC Technology 40.0 $28.0 $0.70 -23.4%
850 BUL PACER FDS TR $19.0 NEW
851 WRAP WRAP TECHNOLOGIES INC Technology 5.0 $6.0 $1.20 +39.2%
Page 43 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%