Institutions / Dogwood Wealth Management LLC
Dogwood Wealth Management LLC
CIK 2056922 · Institution · as of Dec 31, 2025
Portfolio value
$227.19M
Positions
766
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 766 →
| Company | Value | % of portfolio |
|---|---|---|
| Fidelity Merrimack Str Tr | $17.40M | 7.7% |
| Putnam ETF Trust | $16.85M | 7.4% |
| Vanguard Index Fds | $14.52M | 6.4% |
| Invesco Exch Traded Fd Tr II | $11.45M | 5.0% |
| VanEck Merk Gold ETF | $9.68M | 4.3% |
| American Centy ETF Tr | $8.91M | 3.9% |
| American Centy ETF Tr | $8.60M | 3.8% |
| iShares Tr | $8.47M | 3.7% |
| ProShares Tr | $7.63M | 3.4% |
| Invesco Exch Traded Fd Tr II | $7.43M | 3.3% |
| SPDR Series Trust | $6.61M | 2.9% |
| Janus Detroit Str Tr | $6.60M | 2.9% |
| iShares Tr | $6.01M | 2.6% |
| iShares Tr | $5.61M | 2.5% |
| American Centy ETF Tr | $5.26M | 2.3% |
| American Centy ETF Tr | $3.96M | 1.7% |
| iShares MSCI UAE ETF | $3.91M | 1.7% |
| NVIDIA Corp | $2.96M | 1.3% |
| SPDR Series Trust | $2.83M | 1.2% |
| Apple Inc. | $2.78M | 1.2% |
| Vanguard Index Fds | $2.59M | 1.1% |
| VanEck ETF Trust | $2.45M | 1.1% |
| iShares Tr | $2.38M | 1.0% |
| iShares Tr | $2.32M | 1.0% |
| iShares Tr | $2.23M | 1.0% |
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.