Dogwood Wealth Management LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $205 Billion distributed in 694 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $13.7B, Spdr Portfolio S&P 500 Value E with a value of $12.4B, Vanguard Total Stock Market Et with a value of $11.3B, Invesco Exchange Traded Fd Tr with a value of $9.13B, and American Centy ETF Tr with a value of $8.56B.
Examining the 13F form we can see an increase of $14.5B in the current position value, from $190B to 205B.
Also it can be appreciated an additional of 214 stocks purchases and 1 closed positions.
Dogwood Wealth Management LLC is based out at Lenexa, KS
Below you can find more details about Dogwood Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$205 Billion
ETFs: $139 Billion
Technology: $15 Billion
Financial Services: $6.65 Billion
Industrials: $6.35 Billion
Communication Services: $4.84 Billion
Consumer Cyclical: $4.68 Billion
Consumer Defensive: $4.53 Billion
Healthcare: $3.38 Billion
Other: $6.67 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
