Dogwood Wealth Management LLC Portfolio Holdings

Dogwood Wealth Management LLC

  • $205 Billion
  • Q2 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.82B
$2.95 Million 0.0% of portfolio
100
Q4 2024 New
$8.67B
$6.29 Million 0.0% of portfolio
89
Q2 2025 New
$9.17B
$7.03 Million 0.0% of portfolio
165
Q2 2025 New
$4.52B
$6.58 Million 0.0% of portfolio
23
Q2 2025 New
$4.3B
$3.84 Million 0.0% of portfolio
70
Q4 2024 New
$7.7B
$7.06 Million 0.0% of portfolio
75
Q2 2025 New
$4.19B
$2.87 Million 0.0% of portfolio
63
Q2 2025 New
$6.81B
$5.78 Million 0.0% of portfolio
94
Q2 2025 Added 17.5%
$4.28B
$4.39 Million 0.0% of portfolio
22
Q2 2025 New
$3.2B
$4.52 Million 0.0% of portfolio
95
Q2 2025 New
$8.39B
$2.77 Million 0.0% of portfolio
21
Q2 2025 New
$2.61B
$5.83 Million 0.0% of portfolio
26
Q2 2025 New
$9.96B
$2.64 Million 0.0% of portfolio
101
Q2 2025 New
$2.17B
$4.22 Million 0.0% of portfolio
60
Q2 2025 New
$2.94B
$2.79 Million 0.0% of portfolio
90
Q2 2025 New
$9.31B
$4.91 Million 0.0% of portfolio
164
Q2 2025 New
$5.14B
$2.87 Million 0.0% of portfolio
51
Q2 2025 New
$7.24B
$7.9 Million 0.0% of portfolio
236
Q2 2025 Added 0.85%
$8.8B
$5.97 Million 0.0% of portfolio
108
Q2 2025 New
$8.31B
$2.82 Million 0.0% of portfolio
80
Q2 2025 New
$4.43B
$6.94 Million 0.0% of portfolio
117
Q2 2025 New
$3.9B
$4.58 Million 0.0% of portfolio
14
Q2 2025 New
$2.02B
$6.66 Million 0.0% of portfolio
279
Q2 2025 New
$8.88B
$4.34 Million 0.0% of portfolio
100
Q2 2025 Added 25.0%
$2.81B
$5.38 Million 0.0% of portfolio
129
Q4 2024 New
$7.51B
$4.89 Million 0.0% of portfolio
55
Q2 2025 New
$6.87B
$9.94 Million 0.0% of portfolio
57
Q2 2025 New
$3.97B
$8.96 Million 0.0% of portfolio
363
Q2 2025 New
$3.85B
$5.02 Million 0.0% of portfolio
194
Q2 2025 New
$3.19B
$2.97 Million 0.0% of portfolio
24
Q2 2025 New
$7.68B
$8.99 Million 0.0% of portfolio
330
Q2 2025 New
$4.55B
$249,000 0.0% of portfolio
55
Q2 2025 Added 61.76%
$7.92B
$6.07 Million 0.0% of portfolio
28
Q2 2025 New
$9.15B
$6.65 Million 0.0% of portfolio
205
Q2 2025 New
$4.35B
$4.29 Million 0.0% of portfolio
38
Q2 2025 New
$2.33B
$376,000 0.0% of portfolio
66
Q2 2025 Added 1.54%
$8.34B
$4.57 Million 0.0% of portfolio
99
Q2 2025 New
$9.65B
$5.01 Million 0.0% of portfolio
99
Q2 2025 New
$3.49B
$10.2 Million 0.0% of portfolio
11
Q2 2025 New
$4.14B
$9.33 Million 0.0% of portfolio
430
Q2 2025 New
$7.77B
$4.25 Million 0.0% of portfolio
24
Q2 2025 New
$3.29B
$2.57 Million 0.0% of portfolio
163
Q2 2025 New
$7.66B
$4.36 Million 0.0% of portfolio
85
Q2 2025 New
$4.24B
$5.15 Million 0.0% of portfolio
56
Q2 2025 New
$2.19B
$4.18 Million 0.0% of portfolio
68
Q2 2025 New
$7.86B
$8.09 Million 0.0% of portfolio
484
Q2 2025 Added 1.26%
$8.7B
$5.64 Million 0.0% of portfolio
797
Q2 2025 New
$2.14B
$6.05 Million 0.0% of portfolio
118
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 694
  • Current Value $205 Billion
  • Prior Value $190 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 214 stocks
  • Additional Purchases 289 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 110 stocks
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email