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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.1 Billion 13.44% of portfolio
604,614
Q2 2025 Added 4.59%
$0
$49.7 Billion 13.33% of portfolio
1,479,922
Q2 2025 Added 4.06%
$0
$49 Billion 13.15% of portfolio
2,134,027
Q2 2025 Added 105.83%
$0
$46.2 Billion 12.38% of portfolio
105,319
Q2 2025 Added 265.77%
$0
$41.2 Billion 11.05% of portfolio
773,450
Q2 2025 Added 2.28%
$0
$30.7 Billion 8.24% of portfolio
1,110,461
Q2 2025 Added 0.41%
$0
$20.9 Billion 5.6% of portfolio
876,957
Q2 2025 Added 1.89%
$0
$17.9 Billion 4.8% of portfolio
31,485
Q2 2025 Added 0.41%
$0
$11.3 Billion 3.02% of portfolio
162,947
Q2 2025 Reduced 2.13%
$0
$5.7 Billion 1.53% of portfolio
22,495
Q2 2025 Reduced 0.12%
$0
$5.5 Billion 1.47% of portfolio
129,831
Q2 2025 Added 0.95%
$0
$5.15 Billion 1.38% of portfolio
148,834
Q2 2025 Reduced 3.57%
$0
$4.28 Billion 1.15% of portfolio
48,104
Q2 2025 Reduced 1.16%
$0
$4.1 Billion 1.1% of portfolio
30,763
Q2 2025 Reduced 1.85%
$3.69T
$2.75 Billion 0.74% of portfolio
13,416
Q2 2025 Reduced 2.34%
$0
$2.14 Billion 0.57% of portfolio
11,758
Q1 2025 Reduced 0.58%
$456B
$1.79 Billion 0.48% of portfolio
11,316
Q2 2025 Reduced 18.83%
$621B
$1.68 Billion 0.45% of portfolio
3,465
Q2 2025 Reduced 7.85%
$0
$1.63 Billion 0.44% of portfolio
2,640
Q2 2025 Reduced 1.53%
$0
$1.38 Billion 0.37% of portfolio
22,193
Q2 2025 Reduced 1.22%
$0
$1.26 Billion 0.34% of portfolio
9,348
Q2 2025 Reduced 3.86%
$1.24T
$1.04 Billion 0.28% of portfolio
5,882
Q3 2024 Reduced 7.22%
$0
$989 Million 0.27% of portfolio
1,592
Q2 2025 Reduced 17.04%
$0
$1 Billion 0.27% of portfolio
7,562
Q2 2025 Reduced 3.67%
$0
$975 Million 0.26% of portfolio
7,584
Q2 2025 Added 0.07%
$76.4B
$987 Million 0.26% of portfolio
6,422
Q2 2024 Reduced 14.7%
$3.95T
$912 Million 0.24% of portfolio
1,833
Q2 2025 Added 1.38%
$2.26T
$750 Million 0.2% of portfolio
3,420
Q2 2025 Reduced 8.68%
$0
$752 Million 0.2% of portfolio
13,190
Q2 2025 Reduced 0.01%
$0
$693 Million 0.19% of portfolio
4,001
Q2 2025 Added 0.03%
$0
$726 Million 0.19% of portfolio
1,316
Q2 2025 Added 2.57%
$3.24B
$627 Million 0.17% of portfolio
8,742
Q4 2023 New
$0
$559 Million 0.15% of portfolio
10,590
Q2 2025 Reduced 1.93%
$1.21T
$524 Million 0.14% of portfolio
2,971
Q2 2025 Reduced 5.38%
$859B
$437 Million 0.12% of portfolio
1,507
Q2 2025 Reduced 9.11%
$452B
$464 Million 0.12% of portfolio
3,036
Q2 2025 Reduced 15.1%
$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%
$0
$336 Million 0.09% of portfolio
10,947
Q2 2025 Added 8.19%
$207B
$331 Million 0.09% of portfolio
2,668
Q1 2025 Reduced 1.08%
$202B
$353 Million 0.09% of portfolio
2,675
Q2 2025 Reduced 10.08%
$0
$322 Million 0.09% of portfolio
23,113
Q2 2024 Reduced 22.34%
$281B
$293 Million 0.08% of portfolio
3,000
Q3 2024 Reduced 10.23%
$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
$306B
$265 Million 0.07% of portfolio
3,740
Q4 2024 Added 0.03%
$0
$251 Million 0.07% of portfolio
5,093
Q4 2023 New
$127B
$277 Million 0.07% of portfolio
1,004
Q2 2025 New
$0
$245 Million 0.07% of portfolio
1,489
Q2 2025 Reduced 0.6%

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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