Dogwood Wealth Management LLC
Dogwood Wealth Management LLC reported 851 positions worth $253.4M as of June 30, 2026 (13F filed July 6, 2026). Largest holding: PVAL (8.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PVAL | SH | $21.7M | 8.58% | 426,694 | — | — | |
| ▸ 2 | FBND | SH | $20.5M | 8.08% | 449,753 | — | — | |
| ▸ 3 | VTI | SH | $19.1M | 7.53% | 51,529 | — | — | |
| ▸ 4 | QQQM | SH | $15.5M | 6.12% | 51,179 | — | — | |
| ▸ 5 | AVUV | SH | $11.6M | 4.59% | 93,148 | — | — | |
| ▸ 6 | OUNZ | SH | $10.0M | 3.96% | 259,990 | — | — | |
| ▸ 7 | AVLC | SH | $9.8M | 3.88% | 109,391 | — | — | |
| ▸ 8 | REGL | SH | $9.8M | 3.88% | 107,264 | — | — | |
| ▸ 9 | IDMO | SH | $9.7M | 3.81% | 160,272 | — | — | |
| ▸ 10 | SHY | SH | $9.1M | 3.61% | 111,404 | — | — |
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Frequently Asked Questions
What stocks does Dogwood Wealth Management LLC hold as of Q2 2026?
Dogwood Wealth Management LLC reported 851 positions worth $253.4M in its Q2 2026 13F filing. Largest positions: PVAL (8.6%), FBND (8.1%), VTI (7.5%), QQQM (6.1%) and AVUV (4.6%).
What did Dogwood Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Dogwood Wealth Management 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.