Dodds Wealth, LLC Portfolio Holdings

Dodds Wealth, LLC

  • $373 Billion
  • Q2 2025

Dodds Wealth, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $373 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $50.1B, Spdr Portfolio Intermediate Te with a value of $49.7B, Ishares U.S. Treasury Bond ETF with a value of $49B, Vanguard Growth ETF with a value of $46.2B, and Ishares Trust Ishares 5 10 Yea with a value of $41.2B.

Examining the 13F form we can see an increase of $66.1B in the current position value, from $307B to 373B.

Dodds Wealth, LLC is based out at Greenwood Village, CO

Below you can find more details about Dodds Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $373 Billion
ETFs: $357 Billion
Technology: $5.8 Billion
Financial Services: $2.79 Billion
Communication Services: $2.13 Billion
Consumer Defensive: $1.16 Billion
Consumer Cyclical: $1.13 Billion
Real Estate: $987 Million
Healthcare: $982 Million
Other: $912 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.4B
$987 Million 0.26% of portfolio
6,422
Q2 2024 Reduced 14.7%
$86B
$379 Million 0.1% of portfolio
1,385
Q2 2025 Reduced 21.44%
$68B
$347 Million 0.09% of portfolio
7,658
Q2 2025 Reduced 2.01%
$48.7B
$285 Million 0.08% of portfolio
1,962
Q1 2024 Added 11.54%
$112B
$306 Million 0.08% of portfolio
800
Q4 2023 New
$127B
$277 Million 0.07% of portfolio
1,004
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $373 Billion
  • Prior Value $307 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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