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 $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

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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