Dogwood Wealth Management LLC
All holdings · as of Dec 31, 2025
| 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% |
| BONDBLOXX ETF TRUST | $2.08M | 0.9% |
| ISHARES TR | $2.05M | 0.9% |
| MICROSOFT CORP | $1.87M | 0.8% |
| SPDR SERIES TRUST | $1.85M | 0.8% |
| AMERICAN CENTY ETF TR | $1.77M | 0.8% |
| FLEXSHARES TR | $1.76M | 0.8% |
| Amazon.com Inc | $1.73M | 0.8% |
| AMERICAN CENTY ETF TR | $1.65M | 0.7% |
| VANGUARD INDEX FDS | $1.51M | 0.7% |
| JPMORGAN CHASE & CO | $1.49M | 0.7% |
| COSTCO WHOLESALE CORP /NEW | $1.40M | 0.6% |
| SPDR SERIES TRUST | $1.16M | 0.5% |
| Alphabet Inc. | $1.14M | 0.5% |
| Broadcom Inc. | $1.13M | 0.5% |
| VANGUARD INDEX FDS | $1.10M | 0.5% |
| Walmart Inc. | $1.02M | 0.4% |
| Alphabet Inc. | $940.3K | 0.4% |
| Duke Energy Corp | $835.6K | 0.4% |
| Welltower, Inc. | $762.1K | 0.3% |
| ELI LILLY & Co | $746.9K | 0.3% |
| Visa Inc | $727.8K | 0.3% |
| Meta Platforms Inc | $720.9K | 0.3% |
| CISCO SYSTEMS, INC. | $706.8K | 0.3% |
| KKR & Co. Inc. | $685.1K | 0.3% |
| HOME DEPOT, INC. | $680.2K | 0.3% |