Dogwood Wealth Management LLC: 13F holdings
CIK 20569222026Q2
| Positions | 851 |
|---|
| Reported value | $253.4m |
|---|
| Filed | 2026-07-06 |
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Change since last quarter
| Positions | 851 (-9 vs prior quarter) |
|---|
| Reported value | $253.4m (+10.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PVAL PUTNAM ETF TRUST | 426,694 | $21.7m | 8.6% |
| FBND FIDELITY MERRIMACK STR TR | 449,753 | $20.5m | 8.1% |
| VTI VANGUARD INDEX FDS | 51,529 | $19.1m | 7.5% |
| QQQM INVESCO EXCH TRADED FD TR II | 51,179 | $15.5m | 6.1% |
| AVUV AMERICAN CENTY ETF TR | 93,148 | $11.6m | 4.6% |
| OUNZ VANECK MERK GOLD ETF | 259,990 | $10.0m | 4.0% |
| SPYM AMERICAN CENTY ETF TR | 109,391 | $9.8m | 3.9% |
| REGL PROSHARES TR | 107,264 | $9.8m | 3.9% |
| IDMO INVESCO EXCH TRADED FD TR II | 160,272 | $9.7m | 3.8% |
| SHY ISHARES TR | 111,404 | $9.1m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056922")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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