Dodds Wealth, LLC
CIK: 0001973728SEC EDGAR →
Portfolio Value
$407.8M
Holdings
56
As of
Q4 2025
New Positions
4
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 651,573 | $54.6M | 13.38% |
| 2 | SPDR SERIES TRUST | 1,589,658 | $53.7M | 13.18% |
| 3 | VANGUARD INDEX FDS | 102,781 | $50.1M | 12.30% |
| 4 | ISHARES TR | 2,006,858 | $46.2M | 11.33% |
| 5 | ISHARES TR | 838,687 | $45.2M | 11.08% |
| 6 | SCHWAB STRATEGIC TR | 1,063,270 | $31.5M | 7.72% |
| 7 | SCHWAB STRATEGIC TR | 984,749 | $25.8M | 6.33% |
| 8 | VANGUARD INDEX FDS | 33,572 | $21.1M | 5.16% |
| 9 | VANGUARD STAR FDS | 172,760 | $13.0M | 3.20% |
| 10 | J P MORGAN EXCHANGE TRADED F | 131,559 | $6.6M | 1.63% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $341.9M | 83.8% |
| Unknown | 5 | $50.1M | 12.3% |
| Technology | 5 | $7.1M | 1.7% |
| Communication Services | 4 | $3.3M | 0.8% |
| Healthcare | 3 | $1.3M | 0.3% |
| Consumer Cyclical | 2 | $1.2M | 0.3% |
| Real Estate | 1 | $1.1M | 0.3% |
| Consumer Defensive | 4 | $1.1M | 0.3% |
| Industrials | 2 | $657K | 0.2% |