Dogwood Wealth Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2056922
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13F Reported Value
ⓘ$253.4M
Holdings
851
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Dogwood Wealth Management LLC disclosed 851 positions worth $253.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 80 new positions and exited 89 — including a new stake in $SPCX. The portfolio is most concentrated in Other (71.8% of disclosed assets). All figures are sourced directly from Dogwood Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 2056922.
AI Fund Analysis
ConcentratingFIDELITY MERRIMACK STR TR
8.1% weight
Held 6 quarters
VANGUARD INDEX FDS - TOTAL
7.5% weight
Held 6 quarters
$IVZ6.1% weight
Held 6 quarters
AMERICAN CENTY ETF TR - US
4.6% weight
Held 6 quarters
$OUNZ4.0% weight
Held 6 quarters
FIDELITY MERRIMACK STR TR
5 quarters accumulating
VANGUARD INDEX FDS - TOTAL
5 quarters accumulating
$IVZ5 quarters accumulating
AMERICAN CENTY ETF TR - US
5 quarters accumulating
PROSHARES TR - S&P MDCP 40
5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
PUTNAM ETF TRUST - FOCUSED LAR CAP
—Quality
$21.7M426,694 shFIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$20.5M449,753 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$19.1M51,529 sh- —
Quality
$15.5M51,179 sh AMERICAN CENTY ETF TR - US SML CP VALU
—Quality
$11.6M93,148 sh- 33.6
Quality
$10.0M259,990 sh AMERICAN CENTY ETF TR - AVANTIS US LARG
—Quality
$9.8M109,391 shPROSHARES TR - S&P MDCP 400 DIV
—Quality
$9.8M107,264 sh- —
Quality
$9.7M160,272 sh ISHARES TR - 1 3 YR TREAS BD
—Quality
$9.1M111,404 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PUTNAM ETF TRUST - FOCUSED LAR CAP | — | $21.7M | 426,694 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $20.5M | 449,753 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $19.1M | 51,529 |
| Invesco Ltd.$IVZ | — | $15.5M | 51,179 |
| AMERICAN CENTY ETF TR - US SML CP VALU | — | $11.6M | 93,148 |
| VanEck Merk Gold ETF$OUNZ | 33.6 | $10.0M | 259,990 |
| AMERICAN CENTY ETF TR - AVANTIS US LARG | — | $9.8M | 109,391 |
| PROSHARES TR - S&P MDCP 400 DIV | — | $9.8M | 107,264 |
| Invesco Ltd.$IVZ | — | $9.7M | 160,272 |
| ISHARES TR - 1 3 YR TREAS BD | — | $9.1M | 111,404 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Dogwood Wealth Management LLC's 851 positions.
Showing top 10 of 851 holdings.
Sector Allocation
Other
$181.9M
Financials
$40.8M
Technology
$16.3M
Consumer Discretionary
$3.7M
Industrials
$3.5M
Healthcare
$2.4M
Real Estate
$1.2M
Utilities
$939,796
Top Holdings — Dogwood Wealth Management LLC (Q2 2026)
Top 150 of 851 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $21.7M | 8.6% | +8% | — |
| 2 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $20.5M | 8.1% | +10% | — |
| 3 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $19.1M | 7.5% | +8% | — |
| 4 | $IVZ | Invesco Ltd. | $15.5M | 6.1% | +2% | — |
| 5 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $11.6M | 4.6% | +6% | — |
| 6 | $OUNZ | VanEck Merk Gold ETF | $10.0M | 4.0% | +13% | 33.6 |
| 7 | — | AMERICAN CENTY ETF TR - AVANTIS US LARG | $9.8M | 3.9% | -6% | — |
| 8 | — | PROSHARES TR - S&P MDCP 400 DIV | $9.8M | 3.9% | +11% | — |
| 9 | $IVZ | Invesco Ltd. | $9.7M | 3.8% | +10% | — |
| 10 | — | ISHARES TR - 1 3 YR TREAS BD | $9.1M | 3.6% | +4% | — |
| 11 | — | SPDR SERIES TRUST - ST STR P500GRW | $8.9M | 3.5% | +6% | — |
| 12 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $7.6M | 3.0% | +8% | — |
| 13 | — | ISHARES TR - CORE S&P500 ETF | $6.6M | 2.6% | +0% | — |
| 14 | — | ISHARES TR - NATIONAL MUN ETF | $5.9M | 2.3% | +1% | — |
| 15 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | $5.5M | 2.2% | +6% | — |
| 16 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $4.7M | 1.8% | -6% | — |
| 17 | — | ISHARES TR - 0-5 YR TIPS ETF | $4.2M | 1.7% | +4% | — |
| 18 |  $NVDA | NVIDIA CORP | $3.2M | 1.2% | +1% | 85.9 |
| 19 | — | VANECK ETF TRUST - URANI NUCLE ETF | $3.0M | 1.2% | +19% | — |
| 20 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $2.9M | 1.1% | -6% | — |
| 21 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.9M | 1.1% | +300% | — |
| 22 | — | ISHARES TR - CRE U S REIT ETF | $2.9M | 1.1% | -1% | — |
| 23 | — | BONDBLOXX ETF TRUST - BLOOMBERG SEVEN | $2.7M | 1.1% | +15% | — |
| 24 |  $AAPL | Apple Inc. | $2.5M | 1.0% | -4% | 76.4 |
| 25 | — | ISHARES TR - U.S. REAL ES ETF | $2.5M | 1.0% | +8% | — |
| 26 | — | ISHARES TR - CORE MSCI EURO | $2.4M | 0.9% | -3% | — |
| 27 | — | ISHARES TR - CORE MSCI PAC | $2.4M | 0.9% | -3% | — |
| 28 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $1.9M | 0.8% | +1% | — |
| 29 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $1.9M | 0.8% | -8% | — |
| 30 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $1.8M | 0.7% | -3% | — |
| 31 | — | FLEXSHARES TR - HIG YLD VL ETF | $1.8M | 0.7% | +4% | — |
| 32 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.8M | 0.7% | +0% | — |
| 33 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $1.4M | 0.6% | +10% | — |
| 34 |  $AMZN | AMAZON COM INC | $1.1M | 0.4% | -10% | 68.7 |
| 35 |  $JPM | JPMORGAN CHASE & CO | $1.0M | 0.4% | -23% | 70.7 |
| 36 |  $AVGO | Broadcom Inc. | $952,757 | 0.4% | -22% | 84.5 |
| 37 |  $MSFT | MICROSOFT CORP | $942,995 | 0.4% | -14% | 79.8 |
| 38 |  $LLY | ELI LILLY & Co | $894,775 | 0.3% | +49% | 87.5 |
| 39 |  $COST | COSTCO WHOLESALE CORP /NEW | $809,182 | 0.3% | -25% | 66.2 |
| 40 |  $WMT | Walmart Inc. | $768,469 | 0.3% | -31% | 60.2 |
| 41 |  $GOOG | Alphabet Inc. | $746,903 | 0.3% | -10% | 78.2 |
| 42 |  $V | VISA INC. | $740,045 | 0.3% | -10% | 82.9 |
| 43 |  $GOOGL | Alphabet Inc. | $694,651 | 0.3% | -20% | 78.2 |
| 44 |  $META | Meta Platforms, Inc. | $682,147 | 0.3% | +41% | 79.6 |
| 45 |  $WELL | WELLTOWER INC. | $670,242 | 0.3% | -21% | 59.8 |
| 46 |  $MU | MICRON TECHNOLOGY INC | $618,699 | 0.2% | +10% | 86.2 |
| 47 |  $LRCX | LAM RESEARCH CORP | $561,162 | 0.2% | +414% | 79.4 |
| 48 |  $CRWD | CrowdStrike Holdings, Inc. | $493,752 | 0.2% | -22% | 67.7 |
| 49 |  $ASML | ASML HOLDING NV | $445,635 | 0.2% | +31% | — |
| 50 |  $BRK.B | BERKSHIRE HATHAWAY INC | $437,841 | 0.2% | -10% | 73.8 |
| 51 |  $GE | GENERAL ELECTRIC CO | $417,456 | 0.2% | -15% | 73.8 |
| 52 |  $JNJ | JOHNSON & JOHNSON | $416,368 | 0.2% | -26% | 69 |
| 53 |  $MA | Mastercard Inc | $369,792 | 0.1% | -7% | 85.1 |
| 54 |  $ANET | Arista Networks, Inc. | $362,524 | 0.1% | +188% | 81.9 |
| 55 |  $NOW | ServiceNow, Inc. | $359,691 | 0.1% | +22% | 72.9 |
| 56 |  $TDG | TransDigm Group INC | $341,002 | 0.1% | -4% | 68 |
| 57 |  $TSLA | Tesla, Inc. | $339,424 | 0.1% | +2% | 53.9 |
| 58 |  $ROP | ROPER TECHNOLOGIES INC | $335,683 | 0.1% | +13% | 71.9 |
| 59 |  $WM | WASTE MANAGEMENT INC | $334,989 | 0.1% | -8% | 67.6 |
| 60 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $328,145 | 0.1% | +9% | — |
| 61 | — | AMERICAN CENTY ETF TR - US EQT ETF | $326,803 | 0.1% | -0% | — |
| 62 |  $PEP | PEPSICO INC | $323,295 | 0.1% | -18% | 63.4 |
| 63 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $321,149 | 0.1% | -59% | — |
| 64 |  $TJX | TJX COMPANIES INC /DE/ | $314,666 | 0.1% | -13% | 68.7 |
| 65 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $309,749 | 0.1% | +0% | — |
| 66 |  $PGR | PROGRESSIVE CORP/OH/ | $307,796 | 0.1% | -5% | 80.1 |
| 67 |  $UNP | UNION PACIFIC CORP | $305,456 | 0.1% | +611% | 69.7 |
| 68 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $295,387 | 0.1% | +0% | — |
| 69 |  $CEF | Sprott Physical Gold & Silver Trust | $288,771 | 0.1% | -24% | — |
| 70 |  $CSCO | CISCO SYSTEMS, INC. | $283,431 | 0.1% | +4% | 70.3 |
| 71 |  $SNPS | SYNOPSYS INC | $274,333 | 0.1% | +2574% | 67.9 |
| 72 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $265,413 | 0.1% | -45% | 73.3 |
| 73 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $261,937 | 0.1% | NEW | — |
| 74 |  $AMD | ADVANCED MICRO DEVICES INC | $252,696 | 0.1% | +45% | 79.8 |
| 75 | — | ISHARES TR - CORE US AGGBD ET | $230,128 | 0.1% | -48% | — |
| 76 |  $EZBC | Franklin Templeton Digital Holdings Trust | $224,552 | 0.1% | +48% | — |
| 77 | — | ISHARES TR - SP SMCP600VL ETF | $199,048 | 0.1% | +0% | — |
| 78 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $196,233 | 0.1% | -9% | — |
| 79 |  $DUK | Duke Energy CORP | $186,706 | 0.1% | -73% | 56.4 |
| 80 |  $INTU | INTUIT INC. | $176,958 | 0.1% | +20% | 79.3 |
| 81 | — | ISHARES TR - 7-10 YR TRSY BD | $176,468 | 0.1% | +8% | — |
| 82 |  $AMAT | APPLIED MATERIALS INC /DE | $169,905 | 0.1% | +25% | 72.3 |
| 83 |  $INTC | INTEL CORP | $168,254 | 0.1% | -6% | 45.6 |
| 84 |  $TMUS | T-Mobile US, Inc. | $155,989 | 0.1% | -2% | 69.1 |
| 85 |  $MCD | MCDONALDS CORP | $155,983 | 0.1% | +265% | 69 |
| 86 |  $BKR | Baker Hughes Co | $149,350 | 0.1% | -50% | 60.7 |
| 87 |  $CAT | CATERPILLAR INC | $145,891 | 0.1% | +14% | 66.5 |
| 88 |  $HD | HOME DEPOT, INC. | $144,686 | 0.1% | -70% | 60.3 |
| 89 |  $MO | ALTRIA GROUP, INC. | $141,454 | 0.1% | -7% | 67.4 |
| 90 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $138,567 | 0.1% | NEW | — |
| 91 | — | SPDR SERIES TRUST - ST STR SP600 SML | $135,098 | 0.1% | -5% | — |
| 92 |  $MRK | Merck & Co., Inc. | $132,414 | 0.1% | -9% | 59.9 |
| 93 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $132,016 | 0.1% | +0% | — |
| 94 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $127,813 | 0.1% | +2% | — |
| 95 |  $ABBV | AbbVie Inc. | $121,542 | 0.1% | -12% | 72.6 |
| 96 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $118,572 | 0.1% | +0% | — |
| 97 | — | AMERICAN CENTY ETF TR - AVANTIS INTL SML | $117,481 | 0.1% | +0% | — |
| 98 |  $GLW | CORNING INC /NY | $116,476 | 0.1% | -48% | 73.7 |
| 99 |  $CVX | CHEVRON CORP | $115,117 | 0.1% | -7% | 62.8 |
| 100 | — | NEOS ETF TRUST - NASDAQ 100 HDGD | $114,028 | 0.1% | +26% | — |
| 101 |  $PSLV | Sprott Physical Silver Trust | $112,276 | 0.0% | +0% | — |
| 102 |  $SNDK | Sandisk Corp | $109,139 | 0.0% | +14% | 87.7 |
| 103 |  $PHYS | Sprott Physical Gold Trust | $108,672 | 0.0% | +0% | — |
| 104 |  $NFLX | NETFLIX INC | $108,295 | 0.0% | -12% | 78.8 |
| 105 |  $HCA | HCA Healthcare, Inc. | $108,000 | 0.0% | +669% | 68.9 |
| 106 |  $KO | COCA COLA CO | $106,382 | 0.0% | +4% | 69.5 |
| 107 |  $GS | GOLDMAN SACHS GROUP INC | $106,194 | 0.0% | +31% | 73.5 |
| 108 |  $BAC | BANK OF AMERICA CORP /DE/ | $106,097 | 0.0% | +27% | 67.6 |
| 109 |  $MS | MORGAN STANLEY | $103,893 | 0.0% | +18% | 75.8 |
| 110 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $103,155 | 0.0% | +19% | — |
| 111 |  $STX | Seagate Technology Holdings plc | $101,325 | 0.0% | +38% | — |
| 112 |  $UNH | UNITEDHEALTH GROUP INC | $97,673 | 0.0% | +135% | 62.7 |
| 113 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | $97,508 | 0.0% | +0% | — |
| 114 |  $GEV | GE Vernova Inc. | $93,989 | 0.0% | +8% | 81.1 |
| 115 | — | AMERICAN CENTY ETF TR - CORE MUNI FXD IN | $93,263 | 0.0% | -33% | — |
| 116 |  $SPGI | S&P Global Inc. | $91,634 | 0.0% | +449% | 76.1 |
| 117 |  $AME | AMETEK INC/ | $91,211 | 0.0% | -66% | 69.7 |
| 118 |  $MRVL | Marvell Technology, Inc. | $89,665 | 0.0% | +14% | 76.5 |
| 119 |  $C | CITIGROUP INC | $88,735 | 0.0% | +26% | 65 |
| 120 |  $KLAC | KLA CORP | $87,496 | 0.0% | +900% | 78.6 |
| 121 |  $PG | PROCTER & GAMBLE Co | $87,466 | 0.0% | -67% | 64.6 |
| 122 |  $RKLB | Rocket Lab Corp | $83,556 | 0.0% | -16% | 39.9 |
| 123 |  $DE | DEERE & CO | $83,097 | 0.0% | +0% | 55.4 |
| 124 |  $VRT | Vertiv Holdings Co | $81,144 | 0.0% | +23% | 81 |
| 125 | — | ISHARES TR - 20 YR TR BD ETF | $80,457 | 0.0% | +32% | — |
| 126 | — | ISHARES TR - IBOXX INV CP ETF | $79,730 | 0.0% | +29% | — |
| 127 |  $MCO | MOODYS CORP /DE/ | $79,714 | 0.0% | -61% | 79.1 |
| 128 |  $SPPP | SPROTT PHYSICAL PLATINUM & PALLADIUM TRUST | $78,435 | 0.0% | +0% | — |
| 129 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $76,423 | 0.0% | +6% | — |
| 130 |  $PLD | Prologis, Inc. | $75,611 | 0.0% | +9% | 68.3 |
| 131 |  $DHR | DANAHER CORP /DE/ | $73,716 | 0.0% | -58% | 64.8 |
| 132 |  $FTV | Fortive Corp | $72,819 | 0.0% | -69% | 57 |
| 133 |  $MDT | Medtronic plc | $70,642 | 0.0% | -63% | 68.7 |
| 134 |  $BCS | BARCLAYS PLC | $70,024 | 0.0% | +4% | — |
| 135 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $67,379 | 0.0% | +0% | — |
| 136 |  $WCN | Waste Connections, Inc. | $65,843 | 0.0% | -68% | 68.2 |
| 137 |  $BA | BOEING CO | $65,374 | 0.0% | +11% | 61.6 |
| 138 |  $CIEN | CIENA CORP | $64,754 | 0.0% | +0% | 72.9 |
| 139 |  $SAN | Banco Santander, S.A. | $63,508 | 0.0% | +5% | — |
| 140 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $63,171 | 0.0% | +14% | 65.1 |
| 141 |  $RTX | RTX Corp | $62,231 | 0.0% | +21% | 73.2 |
| 142 |  $RSG | REPUBLIC SERVICES, INC. | $62,006 | 0.0% | -70% | 62.3 |
| 143 |  $SLV | iShares Silver Trust | $60,314 | 0.0% | +0% | — |
| 144 | — | SCHWAB STRATEGIC TR - LONG TERM US | $60,096 | 0.0% | +1050% | — |
| 145 |  $KR | KROGER CO | $59,473 | 0.0% | -67% | 52.6 |
| 146 |  $NEE | NEXTERA ENERGY INC | $59,069 | 0.0% | -65% | 64.6 |
| 147 |  $WDC | WESTERN DIGITAL CORP | $57,485 | 0.0% | +29% | 80.7 |
| 148 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $56,804 | 0.0% | +87% | 70 |
| 149 |  $ABT | ABBOTT LABORATORIES | $55,442 | 0.0% | +26% | 65.5 |
| 150 |  $MPC | Marathon Petroleum Corp | $54,969 | 0.0% | +14% | 61 |
New Positions (80)
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$138,567 VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX$27,508
VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX$26,150
ISHARES TR - CORE S&P TTL STK$18,727
$HONA Honeywell Aerospace Inc.$16,139
$ALAB Astera Labs, Inc.$14,491 DIREXION SHARES ETF TRUST - DAI SEM BUL ETF$12,535
$HUM HUMANA INC$11,122 GOLDMAN SACHS ETF TR - ACTIVEBETA US LG$9,507
SPDR SERIES TRUST - ST INTER ETF$7,836
$ATI ATI INC$7,687
$MTZ MASTEC INC$7,489
$RHI ROBERT HALF INC.$6,570
$TTEK TETRA TECH INC$6,356
$CRS CARPENTER TECHNOLOGY CORP$6,168Exited Positions (89)
INNOVATOR ETFS TRUST
$XOM.R34088 EXXON MOBIL CORP
$LULU lululemon athletica inc. VANGUARD SPECIALIZED FUNDS
$CHD CHURCH & DWIGHT CO INC /DE/ VANGUARD WORLD FD
$SCCO SOUTHERN COPPER CORP/
$TPH Tri Pointe Homes, Inc. VANGUARD WORLD FD
VANGUARD WORLD FD
VANGUARD WORLD FD
VANGUARD WORLD FD
FLEXSHARES TR
$SNCY Sun Country Airlines Holdings, LLC VANGUARD WORLD FD
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