Dodds Wealth, LLC: 13F holdings

CIK 19737282026Q2

Positions56
Reported value$444.6m
Filed2026-08-06

Change since last quarter

Positions56 (+5 vs prior quarter)
Reported value$444.6m (+9.1%)

Top 10 holdings

SecuritySharesValueWeight
VCIT VANGUARD SCOTTSDALE FDS712,028$58.8m13.2%
SPIB SPDR SERIES TRUST1,745,184$58.4m13.1%
VUG VANGUARD INDEX FDS600,150$51.7m11.6%
IGIB ISHARES TR923,932$49.1m11.1%
GOVT ISHARES TR2,039,239$46.5m10.4%
SCHV SCHWAB STRATEGIC TR1,030,077$35.9m8.1%
SCHB SCHWAB STRATEGIC TR1,020,508$29.6m6.6%
VOO VANGUARD INDEX FDS35,078$24.1m5.4%
VXUS VANGUARD STAR FDS170,734$14.6m3.3%
JMUB J P MORGAN EXCHANGE TRADED F220,422$11.2m2.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1973728")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples