Dodds Wealth, LLC Portfolio Holdings

Dodds Wealth, LLC

  • $404 Billion
  • Q3 2025

Dodds Wealth, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $404 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $53.7B, Spdr Portfolio Intermediate Te with a value of $52.7B, Ishares U.S. Treasury Bond ETF with a value of $52.1B, Vanguard Growth ETF with a value of $50.3B, and Ishares Trust Ishares 5 10 Yea with a value of $44.6B.

Examining the 13F form we can see an increase of $30.9B in the current position value, from $373B to 404B.

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 $404 Billion
ETFs: $385 Billion
Technology: $7.26 Billion
Financial Services: $2.92 Billion
Communication Services: $2.71 Billion
Consumer Cyclical: $1.37 Billion
Real Estate: $1.14 Billion
Consumer Defensive: $1.14 Billion
Healthcare: $1.11 Billion
Other: $712 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.7 Billion 13.31% of portfolio
638,863
Q3 2025 Added 5.66%
$0
$52.7 Billion 13.06% of portfolio
1,556,248
Q3 2025 Added 5.16%
$0
$52.1 Billion 12.9% of portfolio
2,252,992
Q3 2025 Added 5.57%
$0
$50.3 Billion 12.47% of portfolio
104,972
Q3 2025 Reduced 0.33%
$0
$44.6 Billion 11.05% of portfolio
824,827
Q3 2025 Added 6.64%
$0
$32 Billion 7.91% of portfolio
1,097,614
Q3 2025 Reduced 1.16%
$0
$24 Billion 5.94% of portfolio
932,126
Q3 2025 Added 6.29%
$0
$20.3 Billion 5.03% of portfolio
33,158
Q3 2025 Added 5.31%
$0
$12.6 Billion 3.12% of portfolio
171,258
Q3 2025 Added 5.1%
$0
$6.24 Billion 1.55% of portfolio
22,135
Q3 2025 Reduced 1.6%
$0
$5.93 Billion 1.47% of portfolio
129,642
Q3 2025 Reduced 0.15%
$0
$5.41 Billion 1.34% of portfolio
148,805
Q3 2025 Reduced 0.02%
$0
$4.65 Billion 1.15% of portfolio
50,857
Q3 2025 Added 5.72%
$0
$4.33 Billion 1.07% of portfolio
30,715
Q3 2025 Reduced 0.16%
$4.3T
$3.42 Billion 0.85% of portfolio
13,417
Q3 2025 Added 0.01%
$0
$2.23 Billion 0.55% of portfolio
11,759
Q3 2025 Added 0.01%
$0
$2.05 Billion 0.51% of portfolio
28,302
Q3 2025 Reduced 0.13%
$0
$1.76 Billion 0.44% of portfolio
2,647
Q3 2025 Added 0.27%
$662B
$1.74 Billion 0.43% of portfolio
3,465
Q2 2025 Reduced 7.85%
$1.74T
$1.46 Billion 0.36% of portfolio
5,982
Q3 2025 Added 1.7%
$0
$1.43 Billion 0.36% of portfolio
21,987
Q3 2025 Reduced 0.93%
$0
$1.31 Billion 0.32% of portfolio
9,410
Q3 2025 Added 0.66%
$89.8B
$1.14 Billion 0.28% of portfolio
6,422
Q2 2024 Reduced 14.7%
$0
$1.08 Billion 0.27% of portfolio
7,616
Q3 2025 Added 0.71%
$0
$1.04 Billion 0.26% of portfolio
1,551
Q3 2025 Reduced 2.58%
$0
$1.04 Billion 0.26% of portfolio
7,560
Q3 2025 Reduced 0.32%
$3.78T
$955 Million 0.24% of portfolio
1,844
Q3 2025 Added 0.6%
$0
$793 Million 0.2% of portfolio
13,239
Q3 2025 Added 0.37%
$2.39T
$758 Million 0.19% of portfolio
3,450
Q3 2025 Added 0.88%
$0
$779 Million 0.19% of portfolio
1,298
Q3 2025 Reduced 1.37%
$0
$779 Million 0.19% of portfolio
3,977
Q3 2025 Reduced 0.6%
$1.65T
$722 Million 0.18% of portfolio
2,971
Q2 2025 Reduced 5.38%
$522B
$563 Million 0.14% of portfolio
3,037
Q3 2025 Added 0.03%
$0
$562 Million 0.14% of portfolio
10,594
Q3 2025 Added 0.04%
$881B
$475 Million 0.12% of portfolio
1,507
Q2 2025 Reduced 9.11%
$2.63B
$463 Million 0.11% of portfolio
8,742
Q4 2023 New
$67.6B
$370 Million 0.09% of portfolio
7,658
Q2 2025 Reduced 2.01%
$0
$352 Million 0.09% of portfolio
11,122
Q3 2025 Added 1.6%
$204B
$361 Million 0.09% of portfolio
2,567
Q3 2025 Reduced 4.04%
$92.7B
$361 Million 0.09% of portfolio
1,385
Q2 2025 Reduced 21.44%
$279B
$309 Million 0.08% of portfolio
3,000
Q3 2024 Reduced 10.23%
$193B
$306 Million 0.08% of portfolio
2,668
Q1 2025 Reduced 1.08%
$136B
$341 Million 0.08% of portfolio
800
Q4 2023 New
$0
$337 Million 0.08% of portfolio
5,170
Q3 2025 New
$0
$334 Million 0.08% of portfolio
23,113
Q2 2024 Reduced 22.34%
$139B
$331 Million 0.08% of portfolio
1,004
Q2 2025 New
$0
$265 Million 0.07% of portfolio
5,093
Q4 2023 New
$1.37T
$227 Million 0.06% of portfolio
309
Q2 2025 New
$0
$246 Million 0.06% of portfolio
10,315
Q3 2024 Reduced 42.71%

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $404 Billion
  • Prior Value $373 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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