What does DeDora Capital, Inc. hold?

DeDora Capital, Inc.'s 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1717658.

What is DeDora Capital, Inc.'s AUM?

DeDora Capital, Inc. reported approximately $448.2M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $550.7M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source DeDora Capital, Inc.'s holdings?

All DeDora Capital, Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1717658. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is DeDora Capital, Inc.'s 13F data updated on 13F Pro?

DeDora Capital, Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

DeDora Capital, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1717658

Institutional-grade research for retail investors

Sector Allocation

Other55.4%$248.4M
Technology17.8%$79.6M
Financials10.0%$44.6M
Consumer Discretionary4.8%$21.3M
Healthcare4.7%$21.1M
Industrials2.6%$11.5M
Consumer Staples2.1%$9.3M
Energy1.0%$4.6M
Communication Services0.6%$2.8M
Materials0.6%$2.5M

AUM History

13fpro.ai/research/fund/dedora-capital-inc-1717658

Conviction and streaks

Concentrating · top 10 = 48.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold7.1% weight · held 11 quarters

$Conviction hold6.6% weight · held 11 quarters

$Conviction hold6.5% weight · held 11 quarters

$Conviction hold5.6% weight · held 11 quarters

$Conviction hold5.5% weight · held 11 quarters

$Accumulating+29% shares · 9 quarters running

$Accumulating+3055% shares · 9 quarters running

$GLDMAccumulating+1171% shares · 9 quarters running

$Accumulating+681% shares · 9 quarters running

$COINAccumulating+94% shares · 7 quarters running

$AAPLTrimming-59% shares · 10 quarters running

$Trimming-57% shares · 10 quarters running

$IVZTrimming-56% shares · 10 quarters running

$MRKTrimming-69% shares · 10 quarters running

$NVDATrimming-35% shares · 9 quarters running

Largest positions — Q3 2026

VANGUARD
$32.0M
ISHARES
$29.4M
VANGUARD
$29.1M
VANGUARD
$25.0M
FIDELITY
$24.7M
CAPITAL
$23.1M
AAPL
$16.6M
VANGUARD
$16.3M
VANGUARD
$9.9M
NVDA
$9.8M
MSFT
$9.7M
IVZ
$9.4M
J
$9.3M
AMZN
$8.6M
GOOG
$7.5M
QQQ
$7.0M
AVGO
$6.8M
GLDM
$6.7M
TSLA
$6.4M
J
$6.3M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/dedora-capital-inc-1717658

DeDora Capital, Inc. 13F holdings — Q3 2026

$448.2M portfolio (-2.6% QoQ) · 451 holdings · Q3 2026 13F · top 10 are 48% of the stock portfolio

1
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$32.0M
7.1% of stocks
+0.3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
2
ISHARES TR - CORE S&P500 ETF
$29.4M
6.6% of stocks
+2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
3
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$29.1M
6.5% of stocks
+0.2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
4
VANGUARD INDEX FDS - MRNGSTR SML CAP
$25.0M
5.6% of stocks
+2%This quarter—Since Q-end—Held
AIQuality—Est. buy—
5
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$24.7M
5.5% of stocks
-1%This quarter—Since Q-end—Held
AIQuality—Est. buy—
6
CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT
$23.1M
5.2% of stocks
+3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
7
Apple Inc.
$AAPL
$16.6M
3.7% of stocks
-7%This quarter+3.3%Since Q-end10+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row
8
VANGUARD INDEX FDS - S&P 500 ETF SHS
$16.3M
3.6% of stocks
-3%This quarter—Since Q-end—Held
AIQuality—Est. buy—
9
VANGUARD WORLD FD - ESG US CORP BD
$9.9M
2.2% of stocks
-6%This quarter—Since Q-end—Held
AIQuality—Est. buy—
10
NVIDIA CORP
$NVDA
$9.8M
2.2% of stocks
-6%This quarter-5.4%Since Q-end10+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 9 qtrs in a row

#	Company	Value	Weight	This quarter	Since Q-end	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	$32.0M	7.1%	+0.3%	—	—	—	—
2	ISHARES TR - CORE S&P500 ETF	$29.4M	6.6%	+2%	—	—	—	—
3	VANGUARD WHITEHALL FDS - HIGH DIV YLD	$29.1M	6.5%	+0.2%	—	—	—	—
4	VANGUARD INDEX FDS - MRNGSTR SML CAP	$25.0M	5.6%	+2%	—	—	—	—
5	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	$24.7M	5.5%	-1%	—	—	—	—
6	CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT	$23.1M	5.2%	+3%	—	—	—	—
7	Apple Inc.$AAPL	$16.6M	3.7%	-7%	+3.3%	10+ qtrsTrimmed 5 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
8	VANGUARD INDEX FDS - S&P 500 ETF SHS	$16.3M	3.6%	-3%	—	—	—	—
9	VANGUARD WORLD FD - ESG US CORP BD	$9.9M	2.2%	-6%	—	—	—	—
10	NVIDIA CORP$NVDA	$9.8M	2.2%	-6%	-5.4%	10+ qtrsTrimmed 9 qtrs in a row	86.0#3	Estimated buy price is Pro: unlock with a free trial

All holdings — DeDora Capital, Inc. (Q3 2026)

Sort

451 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$MSFT	MICROSOFT CORP	Technology	$9.7M	2.2%	19K	-6%	10+ qtrs	79.8	13F
12	$IVZ	Invesco Ltd.	Financials	$9.4M	2.1%	45K	-0.8%	10+ qtrs	—	13F
13	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$9.3M	2.1%	166K	+4%	—	—	13F
14	$AMZN	AMAZON COM INC	Consumer Discretionary	$8.6M	1.9%	34K	-4%	10+ qtrsTrimmed 2 qtrs in a row	67.5	13F
15	$GOOG	Alphabet Inc.	Technology	$7.5M	1.7%	22K	-2%	10+ qtrsTrimmed 4 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
16	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$7.0M	1.6%	9,417	-2%	10+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
17	$AVGO	Broadcom Inc.	Technology	$6.8M	1.5%	19K	-6%	10+ qtrsTrimmed 5 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
18	$GLDM	World Gold Trustetf/fund	Financials	$6.7M	1.5%	82K	+6%	10+ qtrsAdded 9 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
19	$TSLA	Tesla, Inc.	Consumer Discretionary	$6.4M	1.4%	18K	+0.2%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	—	J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETFetf/fund	—	$6.3M	1.4%	91K	+4%	—	—	13F
21	$JPM	JPMORGAN CHASE & CO	Financials	$6.2M	1.4%	19K	-2%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	$GOOGL	Alphabet Inc.	Technology	$6.0M	1.3%	17K	-14%	10+ qtrsTrimmed 5 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
23	—	SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund	—	$5.3M	1.2%	105K	—	—	—	13F
24	$NU	Nu Holdings Ltd.etf/fund	Financials	$5.2M	1.2%	108K	-20%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	—	NUSHARES ETF TR - NUVEEN ESG LRGCPetf/fund	—	$4.3M	1.0%	38K	-52%	—	—	13F
26	$AMD	ADVANCED MICRO DEVICES INC	Technology	$4.2M	0.9%	6,902	-11%
27	$HD	HOME DEPOT, INC.	Consumer Discretionary	$4.1M	0.9%	14K	+0.4%
28	$LLY	ELI LILLY & Co	Healthcare	$4.0M	0.9%	3,417	-6%
29	$RTX	RTX Corp	Industrials	$3.9M	0.9%	21K	-0.4%
30	$ABBV	AbbVie Inc.	Healthcare	$3.8M	0.8%	14K	-4%
31	$CVX	CHEVRON CORP	Energy	$3.7M	0.8%	18K	-0.3%
32	$META	Meta Platforms, Inc.	Technology	$3.7M	0.8%	5,101	-3%
33	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$3.5M	0.8%	3,874	-11%
34	$V	VISA INC.	Financials	$3.3M	0.7%	9,231	-0.9%
35	—	PROSHARES TR - ULTRAPRO QQQ	—	$3.1M	0.7%	40K	-1%
36	$UNP	UNION PACIFIC CORP	Industrials	$3.0M	0.7%	11K	-0.7%
37	$AMGN	AMGEN INC	Healthcare	$3.0M	0.7%	7,140	-4%
38	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$3.0M	0.7%	4	—
39	$WMT	Walmart Inc.	Consumer Staples	$2.7M	0.6%	26K	-2%
40	—	VANGUARD WORLD FD - ESG INTL STK ETF	—	$2.7M	0.6%	33K	-53%
41	—	PROSHARES TR - ULTRPRO S&P500	—	$2.6M	0.6%	18K	—
42	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$2.6M	0.6%	7,006	-7%
43	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$2.4M	0.5%	31K	-1%
44	$APP	AppLovin Corp	Technology	$2.3M	0.5%	8,016	+0.2%
45	$LIN	LINDE PLC	Materials	$2.2M	0.5%	4,655	-7%
46	$MA	Mastercard Inc	Financials	$2.1M	0.5%	3,838	-15%
47	—	CAPITAL GRP FIXED INCM ETF T - SHORT DURATION	—	$1.9M	0.4%	76K	-25%
48	$CRWD	CrowdStrike Holdings, Inc.	Technology	$1.9M	0.4%	7,114	+303%
49	$NFLX	NETFLIX INC	Communication Services	$1.9M	0.4%	27K	+0.9%
50	$GLD	SPDR GOLD TRUST	Financials	$1.8M	0.4%	4,728	—
51	—	PUTNAM ETF TRUST - FRANKLIN CALIF	—	$1.8M	0.4%	263K	+3%
52	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$1.7M	0.4%	20K	—
53	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.6M	0.3%	11K	-11%
54	$GDLC	Grayscale CoinDesk Crypto 5 ETF	Financials	$1.6M	0.3%	41K	+24%
55	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.5M	0.3%	5,598	-15%
56	$ENSG	ENSIGN GROUP, INC	Healthcare	$1.5M	0.3%	8,587	-0.6%
57	$XEL	XCEL ENERGY INC	Utilities	$1.4M	0.3%	20K	+1%
58	$CRM	Salesforce, Inc.	Technology	$1.3M	0.3%	5,734	-2%
59	—	ISHARES TR - CALIF MUN BD ETF	—	$1.3M	0.3%	23K	-46%
60	$MRK	Merck & Co., Inc.	Healthcare	$1.2M	0.3%	8,422	-15%
61	$UBER	Uber Technologies, Inc	Technology	$1.2M	0.3%	18K	-7%
62	$MU	MICRON TECHNOLOGY INC	Technology	$1.1M	0.3%	1,068	+2%
63	$ABT	ABBOTT LABORATORIES	Healthcare	$1.1M	0.2%	11K	-3%
64	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$1.0M	0.2%	11K	-3%
65	—	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	—	$1.0M	0.2%	9,748	-1%
66	$GE	GENERAL ELECTRIC CO	Industrials	$970K	0.2%	3,106	+4%
67	$LMT	LOCKHEED MARTIN CORP	Industrials	$963K	0.2%	1,891	+0.6%
68	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$853K	0.2%	1,713	-26%
69	$SPY	SPDR S&P 500 ETF TRUST	—	$759K	0.2%	995	-0.6%
70	—	VANGUARD WORLD FD - ESG US STK ETF	—	$713K	0.2%	5,259	-55%
71	$ORCL	ORACLE CORP	Technology	$704K	0.2%	5,127	-7%
72	$MCD	MCDONALDS CORP	Consumer Discretionary	$693K	0.1%	3,002	+0.7%
73	$IBIT	iShares Bitcoin Trust ETF	Financials	$676K	0.1%	14K	-18%
74	$CAT	CATERPILLAR INC	Industrials	$643K	0.1%	793	-14%
75	$NEE	NEXTERA ENERGY INC	Utilities	$624K	0.1%	8,245	-7%
76	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$597K	0.1%	884	-22%
77	$MCK	MCKESSON CORP	Consumer Staples	$575K	0.1%	673	-30%
78	$GWW	W.W. GRAINGER, INC.	Consumer Discretionary	$564K	0.1%	452	-25%
79	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$547K	0.1%	3,627	New
80	$ANET	Arista Networks, Inc.	Technology	$530K	0.1%	2,603	-1.0%
81	$PLTR	Palantir Technologies Inc.	Technology	$525K	0.1%	2,809	+3%
82	$COIN	Coinbase Global, Inc.	Financials	$525K	0.1%	2,817	+3%
83	$XOM.R34088	EXXON MOBIL CORP	Energy	$519K	0.1%	3,186	+3%
84	$DIS	Walt Disney Co	Communication Services	$514K	0.1%	4,898	-2%
85	$AVTR	Avantor, Inc.	Healthcare	$500K	0.1%	33K	—
86	$QCOM	QUALCOMM INC/DE	Technology	$487K	0.1%	2,646	—
87	$URI	UNITED RENTALS, INC.	Industrials	$407K	0.1%	407	+1%
88	$MCO	MOODYS CORP /DE/	Financials	$406K	0.1%	894	-35%
89	$CME	CME GROUP INC.	Financials	$372K	0.1%	1,420	-0.5%
90	$TEL	TE Connectivity plc	Technology	$371K	0.1%	1,759	-2%
91	$NOW	ServiceNow, Inc.	Technology	$369K	0.1%	2,754	+2%
92	$AZN	ASTRAZENECA PLC	Healthcare	$360K	0.1%	2,227	+0.0%
93	—	ISHARES TR - US TREAS BD ETF	—	$351K	0.1%	16K	New
94	$DLR	DIGITAL REALTY TRUST, INC.	Real Estate	$351K	0.1%	1,997	—
95	$TM	TOYOTA MOTOR CORP/	Consumer Discretionary	$340K	0.1%	1,857	-19%
96	$PANW	Palo Alto Networks Inc	Technology	$338K	0.1%	850	—
97	$SNOW	Snowflake Inc.	Technology	$333K	0.1%	982	—
98	$CARR	CARRIER GLOBAL Corp	Industrials	$330K	0.1%	6,023	-0.6%
99	$SNPS	SYNOPSYS INC	Technology	$329K	0.1%	757	+21%
100	$PEP	PEPSICO INC	Consumer Staples	$328K	0.1%	2,585	-6%
101	$LRCX	LAM RESEARCH CORP	Technology	$328K	0.1%	997	-68%
102	—	CAPITAL GRP FIXED INCM ETF T - MUN INM ETF	—	$320K	0.1%	12K	+8%
103	—	PIMCO ETF TR - ENHAN SHRT MA AC	—	$310K	0.1%	3,084	-66%
104	—	ISHARES TR - 1 3 YR TREAS BD	—	$307K	0.1%	3,779	—
105	$BNY	Bank of New York Mellon Corp	Financials	$305K	0.1%	2,107	-20%
106	$ACN	Accenture plc	Technology	$288K	0.1%	1,570	-9%
107	$HOOD	Robinhood Markets, Inc.	Financials	$283K	0.1%	2,518	+7%
108	$MDLZ	Mondelez International, Inc.	Consumer Staples	$264K	0.1%	4,559	+7%
109	$GBTC	Grayscale Bitcoin Trust ETF	Financials	$261K	0.1%	4,047	New
110	$NOK	NOKIA CORP	Technology	$261K	0.1%	26K	—
111	—	VANGUARD WORLD FD - INF TECH ETF	—	$251K	0.1%	2,000	—
112	$AXP	AMERICAN EXPRESS CO	Financials	$241K	0.1%	794	-1.0%
113	$GILD	GILEAD SCIENCES, INC.	Healthcare	$240K	0.1%	1,612	-42%
114	$BA	BOEING CO	Industrials	$240K	0.1%	1,291	—
115	$SBUX	STARBUCKS CORP	Consumer Discretionary	$240K	0.1%	2,550	-26%
116	$UPS	UNITED PARCEL SERVICE INC	Industrials	$226K	0.1%	2,416	-8%
117	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$214K	0.1%	3,486	New
118	$KO	COCA COLA CO	Consumer Staples	$206K	0.1%	2,388	-27%
119	$MRVL	Marvell Technology, Inc.	Technology	$204K	0.1%	772	-37%
120	$SLV	iShares Silver Trust	Financials	$201K	0.0%	3,695	New
121	$GEV	GE Vernova Inc.	Industrials	$195K	0.0%	205	+4%
122	—	ISHARES TR - ESG MSCI KLD ETF	—	$193K	0.0%	1,320	New
123	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$183K	0.0%	489	New
124	—	ISHARES TR - MBS ETF	—	$175K	0.0%	1,948	New
125	—	SPDR SERIES TRUST - ST INTER BD ETF	—	$168K	0.0%	5,195	New
126	$SHOP	SHOPIFY INC.	Technology	$166K	0.0%	1,118	New
127	$CSCO	CISCO SYSTEMS, INC.	Technology	$164K	0.0%	1,524	New
128	$ADBE	ADOBE INC.	Technology	$162K	0.0%	675	New
129	$KMI	KINDER MORGAN, INC.	Energy	$162K	0.0%	5,359	New
130	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$153K	0.0%	377	New
131	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$153K	0.0%	3,326	-43%
132	$BAC	BANK OF AMERICA CORP /DE/	Financials	$151K	0.0%	2,774	New
133	$DAL	DELTA AIR LINES, INC.	Industrials	$146K	0.0%	1,751	New
134	—	ISHARES TR - CORE S&P MCP ETF	—	$144K	0.0%	2,002	New
135	$ASML	ASML HOLDING NV	Technology	$143K	0.0%	79	New
136	$PYPL	PayPal Holdings, Inc.	Financials	$142K	0.0%	2,705	New
137	—	EA SERIES TRUST - STRIVE 500 ETF	—	$141K	0.0%	2,857	New
138	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$138K	0.0%	1,955	New
139	$TXN	TEXAS INSTRUMENTS INC	Technology	$135K	0.0%	482	-36%
140	—	FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY	—	$132K	0.0%	3,228	New
141	$OUNZ	VanEck Merk Gold ETF	Financials	$131K	0.0%	3,291	New
142	—	CAPITAL GRP FIXED INCM ETF T - SHOR DUR MUN ETF	—	$130K	0.0%	5,068	New
143	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$126K	0.0%	277	New
144	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$126K	0.0%	488	New
145	$KLAC	KLA CORP	Technology	$125K	0.0%	641	-5%
146	—	CAPITAL GRP FIXED INCM ETF T - MUN HIGH ETF	—	$113K	0.0%	4,707	New
147	—	VANGUARD WORLD FD - COMM SRVC ETF	—	$112K	0.0%	586	New
148	—	ARK ETF TR - INNOVATION ETF	—	$103K	0.0%	1,159	New
149	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	—	$96K	0.0%	620	New
150	—	VANGUARD WORLD FD - CONSUM DIS ETF	—	$92K	0.0%	253	New

What changed in Q3 2026

Against the previous quarter's 13F: 323 new, 31 added to, 79 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.

New positions (323)

$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$547K
first bought this quarter
ISHARES TR - US TREAS BD ETF$351K
first bought this quarter
$GBTCGrayscale Bitcoin Trust ETF$261K
first bought this quarter
SELECT SECTOR SPDR TR - ST STR ENERG ETF$214K
first bought this quarter
$SLViShares Silver Trust$201K
first bought this quarter
ISHARES TR - ESG MSCI KLD ETF$193K
first bought this quarter

+317 more in the Excel export

Added to (31)

$CRWDCrowdStrike Holdings, Inc.+303%
now $1.9M · held 10+ qtrs
CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT+3%
now $23.1M
ISHARES TR - CORE S&P500 ETF+2%
now $29.4M
VANGUARD INDEX FDS - MRNGSTR SML CAP+2%
now $25.0M
$GLDMWorld Gold Trust+6%
now $6.7M · held 10+ qtrs, 9 adds in a row
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM+4%
now $9.3M

+25 more in the Excel export

Trimmed (79)

NUSHARES ETF TR - NUVEEN ESG LRGCP-52%
now $4.3M
VANGUARD WORLD FD - ESG INTL STK ETF-53%
now $2.7M
$NUNu Holdings Ltd.-20%
now $5.2M · held 10+ qtrs
$AAPLApple Inc.-7%
now $16.6M · held 10+ qtrs, 5 trims in a row
ISHARES TR - CALIF MUN BD ETF-46%
now $1.3M
$GOOGLAlphabet Inc.-14%
now $6.0M · held 10+ qtrs, 5 trims in a row

+73 more in the Excel export

Sold out (5)

ISHARES TR - ESG SELE SCR ETFwas $520K
VANGUARD MALVERN FDS - STRM INFPROIDXwas $319K
$PWRQUANTA SERVICES, INC.was $302K
held 2 qtrs
ISHARES TR - ESG SELECT SCREwas $230K
$COLBCOLUMBIA BANKING SYSTEM, INC.was $209K

Firm AUM (Form ADV): $550.7M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F DeDora Capital, Inc. has filed, 35 earlier quarters. Pick one to see what it held then.

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Holdings as of Sep 30, 2026 (SEC filing). Prices are closing prices as of Oct 26, 2026.

Average quality of DeDora Capital's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since quarter-end

-1.1%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 9% over the last 4

Top 10 weight

48%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

DeDora Capital, Inc. disclosed 451 positions worth $448.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 323 new positions and exited 5 — including a new stake in $SPCX. The portfolio is most concentrated in Other (55.4% of disclosed assets). All figures are sourced directly from DeDora Capital, Inc.’s Form 13F-HR filing with the SEC under CIK 1717658.

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Browse Top Institutional Investors

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Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

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AI-Powered Hedge Fund Analysis: DeDora Capital, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For DeDora Capital, Inc. (SEC CIK: 1717658), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in DeDora Capital, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.