Dodds Wealth, LLC
CIK 0001973728 · GREENWOOD VILLAGE, CO · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗
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
Top Holdings
VCIT
VANGUARD SCOTTSDALE FDS
13.2%
SPIB
SPDR SERIES TRUST
13.1%
VUG
VANGUARD INDEX FDS
11.6%
IGIB
ISHARES TR
11.1%
GOVT
ISHARES TR
10.4%
SCHV
SCHWAB STRATEGIC TR
8.1%
SCHB
SCHWAB STRATEGIC TR
6.6%
VOO
VANGUARD INDEX FDS
5.4%
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.