BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 43  ·  851 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEF ISHARES TR 1,866.0 $176K 0.07% +144.0 +8.4% $94.57 -2.5%
82 AMAT APPLIED MATLS INC Technology 235.0 $170K 0.07% +47.0 +25.0% $723.00 -37.1%
83 INTC INTEL CORP Technology 1,205.0 $168K 0.07% -79.0 -6.2% $139.63 -31.4%
84 TMUS T-MOBILE US INC Communication Services 930.0 $156K 0.06% -15.0 -1.6% $167.73 +8.2%
85 MCD MCDONALDS CORP Consumer Cyclical 577.0 $156K 0.06% +419.0 +265.2% $270.33 -5.4%
86 BKR BAKER HUGHES COMPANY Energy 2,691.0 $149K 0.06% -3K -49.8% $55.50 +14.4%
87 CAT CATERPILLAR INC Industrials 137.0 $146K 0.06% +17.0 +14.2% $1064.90 -23.6%
88 HD HOME DEPOT INC Consumer Cyclical 410.0 $145K 0.06% -976.0 -70.4% $352.89 -9.0%
89 MO ALTRIA GROUP INC Consumer Defensive 1,966.0 $141K 0.06% -156.0 -7.3% $71.95 -4.3%
90 SPACE EXPLORATION TECHN CORP 811.0 $139K 0.06% NEW $170.86
91 SPSM SPDR SERIES TRUST 2,343.0 $135K 0.05% -129.0 -5.2% $57.66 -2.0%
92 MRK MERCK & CO INC Healthcare 1,030.0 $132K 0.05% -97.0 -8.6% $128.56 +16.9%
93 AVDE AMERICAN CENTY ETF TR 1,480.0 $132K 0.05% $89.20 +6.0%
94 DFIV DIMENSIONAL ETF TRUST 2,366.0 $128K 0.05% +35.0 +1.5% $54.02 +9.1%
95 ABBV ABBVIE INC Healthcare 483.0 $122K 0.05% -67.0 -12.2% $251.64 +1.9%
96 VOO VANGUARD INDEX FDS 173.0 $119K 0.05% $685.39 +3.3%
97 AVDS AMERICAN CENTY ETF TR 1,561.0 $117K 0.05% $75.26 +7.7%
98 GLW CORNING INC Technology 456.0 $116K 0.05% -414.0 -47.6% $255.43 -39.6%
99 CVX CHEVRON CORPORATION Energy 694.0 $115K 0.04% -54.0 -7.2% $165.87 +25.7%
100 QQQH NEOS ETF TRUST 2,042.0 $114K 0.04% +420.0 +25.9% $55.84 -2.0%
Page 5 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%