Institutions / Dodds Wealth, LLC

Dodds Wealth, LLC

CIK 1973728 · Institution · as of Dec 31, 2025

Portfolio value

$407.82M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 56 →

Company	Class	Value	Shares	% of portfolio
Vanguard Scottsdale Fds	—	$54.57M	651,573	13.4%
SPDR Series Trust	—	$53.75M	1,589,658	13.2%
Vanguard Index Fds	—	$50.14M	102,781	12.3%
iShares MSCI UAE ETF	—	$46.21M	2,006,858	11.3%
iShares Tr	—	$45.19M	838,687	11.1%
Schwab Strategic Tr	—	$31.48M	1,063,270	7.7%
Schwab Strategic Tr	—	$25.83M	984,749	6.3%
Vanguard Index Fds	—	$21.05M	33,572	5.2%
Vanguard Star Fds	—	$13.03M	172,760	3.2%
J P Morgan Exchange Traded F	—	$6.64M	131,559	1.6%
Dimensional ETF Trust	—	$6.08M	129,872	1.5%
Dimensional ETF Trust	—	$5.69M	149,348	1.4%
Select Sector SPDR Tr	—	$5.40M	37,516	1.3%
Vanguard Index Fds	—	$4.31M	48,739	1.1%
Vanguard Whitehall Fds	—	$3.84M	26,786	0.9%
Apple Inc.	—	$3.65M	13,419	0.9%
Invesco Exchange Traded Fd T	—	$2.25M	11,759	0.6%
Dimensional ETF Trust	—	$2.10M	28,338	0.5%
NVIDIA Corp	—	$2.05M	10,981	0.5%
Alphabet Inc.	—	$1.88M	5,982	0.5%
SPDR S&P 500 ETF Tr	—	$1.81M	2,652	0.4%
Warren E. Buffett	—	$1.74M	3,460	0.4%
iShares Tr	—	$1.31M	19,823	0.3%
Select Sector SPDR Tr	—	$1.14M	7,381	0.3%
Welltower, Inc.	—	$1.12M	6,017	0.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.