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Dodds Wealth, LLC 13F Holdings · Q2 2026

Dodds Wealth, LLC reported 56 securities worth $444.57M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VCIT (13.24%), SPIB (13.13%), VUG (11.63%). Among its top 25 positions this quarter: 15 added, 8 trimmed.

RankTickerCompanyValue% PortfolioSharesAction
1VCITVANGUARD SCOTTSDALE FDS$58.8M13.24%712,028Added
2SPIBSPDR SERIES TRUST$58.4M13.13%1.7MAdded
3VUGVANGUARD INDEX FDS$51.7M11.63%600,150Added
4IGIBISHARES TR$49.1M11.05%923,932Added
5GOVTISHARES TR$46.5M10.45%2.0MAdded
6SCHVSCHWAB STRATEGIC TR$35.9M8.07%1.0MTrimmed
7SCHBSCHWAB STRATEGIC TR$29.6M6.65%1.0MAdded
8VOOVANGUARD INDEX FDS$24.1M5.42%35,078Added
9VXUSVANGUARD STAR FDS$14.6M3.28%170,734Trimmed
10JMUBJ P MORGAN EXCHANGE TRADED F$11.2M2.51%220,422Added
11XLKSELECT SECTOR SPDR TR$7.0M1.57%36,621Added
12DFAUDIMENSIONAL ETF TRUST$6.3M1.43%122,830Trimmed
13DFAIDIMENSIONAL ETF TRUST$5.8M1.31%140,970Trimmed
14VNQVANGUARD INDEX FDS$5.0M1.12%51,489Added
15VYMVANGUARD WHITEHALL FDS$4.0M0.90%25,267Trimmed
16AAPLAPPLE INC$3.9M0.87%13,386Added
17RSPINVESCO EXCHANGE TRADED FD T$2.5M0.56%11,761Added
18DFUSDIMENSIONAL ETF TRUST$2.3M0.51%27,464Trimmed
19GOOGALPHABET INC$2.1M0.48%5,982Hold
20NVDANVIDIA CORPORATION$2.0M0.46%10,223Added
21SPYSTATE STR SPDR S&P 500 ETF T$1.8M0.41%2,426Trimmed
22BRKBBERKSHIRE HATHAWAY INC DEL$1.7M0.39%3,431Hold
23IJHISHARES TR$1.4M0.31%17,714Added
24DVYISHARES TR$1.3M0.28%8,001Added
25VTVANGUARD INTL EQUITY INDEX F$1.2M0.27%7,539Trimmed

Source: SEC Form 13F filings · as of 2026-06-30

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR