Dodds Wealth, LLC

CIK 0001973728 · GREENWOOD VILLAGE, CO · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

Dodds Wealth, LLC reported 56 positions worth $444.6M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VCIT (13.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$444.6M
2026 Q2
Positions
56
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.4%
Est. Net Flow (Q)
2026 Q2
10 / 56 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VCITVANGUARD SCOTTSDALE FDSSH$58.8M13.24%712,028
2SPIBSPDR SERIES TRUSTSH$58.4M13.13%1,745,184
3VUGVANGUARD INDEX FDSSH$51.7M11.63%600,150
4IGIBISHARES TRSH$49.1M11.05%923,932
5GOVTISHARES TRSH$46.5M10.45%2,039,239
6SCHVSCHWAB STRATEGIC TRSH$35.9M8.07%1,030,077
7SCHBSCHWAB STRATEGIC TRSH$29.6M6.65%1,020,508
8VOOVANGUARD INDEX FDSSH$24.1M5.42%35,078
9VXUSVANGUARD STAR FDSSH$14.6M3.28%170,734
10JMUBJ P MORGAN EXCHANGE TRADED FSH$11.2M2.51%220,422

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Dodds Wealth, LLC hold as of Q2 2026?

Dodds Wealth, LLC reported 56 positions worth $444.6M in its Q2 2026 13F filing. Largest positions: VCIT (13.2%), SPIB (13.1%), VUG (11.6%), IGIB (11.1%) and GOVT (10.4%).

What did Dodds Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Dodds Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

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.