DeDora Capital, Inc.
CIK 0001717658 · NAPA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$460.1M
2026 Q2
Positions
129
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
47.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VUG
VANGUARD INDEX FDS
6.6%
VYM
VANGUARD WHITEHALL FDS
6.4%
IVV
ISHARES TR
6.1%
FBND
FIDELITY MERRIMACK STR TR
5.7%
VB
VANGUARD INDEX FDS
5.7%
CGXU
CAPITAL GROUP INTL FOCUS EQT
4.9%
VOO
VANGUARD INDEX FDS
3.6%
AAPL
APPLE INC
3.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.