Dogwood Wealth Management LLC Q2 2025 Filing

Filed July 18, 2025

Portfolio Value

$204.7M

Holdings

694

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (694 positions)

StockValue
FBNDFIDELITY MERRIMACK STR TR
$13.7M
SPYVSPDR SERIES TRUST
$12.4M
VTIVANGUARD INDEX FDS
$11.3M
QQQMINVESCO EXCH TRADED FD TR II
$9.1M
AVLCAMERICAN CENTY ETF TR
$8.6M
SHYISHARES TR
$7.0M
JAAAJANUS DETROIT STR TR
$6.9M
OUNZVANECK MERK GOLD ETF
$6.9M
AVUVAMERICAN CENTY ETF TR
$6.6M
MUBISHARES TR
$6.1M
REGLPROSHARES TR
$5.6M
IVVISHARES TR
$5.5M
SPYGSPDR SERIES TRUST
$5.3M
AVIGAMERICAN CENTY ETF TR
$5.2M
IDMOINVESCO EXCH TRADED FD TR II
$5.1M
STIPISHARES TR
$4.0M
AVSCAMERICAN CENTY ETF TR
$3.5M
NVDANVIDIA CORPORATION
$3.0M
MSFTMICROSOFT CORP
$2.8M
SPTMSPDR SERIES TRUST
$2.7M
AAPLAPPLE INC
$2.7M
VOVANGUARD INDEX FDS
$2.5M
USRTISHARES TR
$2.3M
IEURISHARES TR
$2.3M
IPACISHARES TR
$2.1M
AMZNAMAZON COM INC
$2.1M
COSTCOSTCO WHSL CORP NEW
$2.1M
HYMBSPDR SERIES TRUST
$2.0M
HYGVFLEXSHARES TR
$1.8M
IYRISHARES TR
$1.8M
AVDVAMERICAN CENTY ETF TR
$1.7M
JPMJPMORGAN CHASE & CO.
$1.7M
AVEMAMERICAN CENTY ETF TR
$1.6M
VBVANGUARD INDEX FDS
$1.4M
XSVNBONDBLOXX ETF TRUST
$1.3M
METAMETA PLATFORMS INC
$1.2M
FISVFISERV INC
$1.2M
ORCLORACLE CORP
$1.2M
VNQVANGUARD INDEX FDS
$1.1M
DUKDUKE ENERGY CORP NEW
$1.1M
NFLXNETFLIX INC
$979K
GOOGALPHABET INC
$935K
UBERUBER TECHNOLOGIES INC
$924K
KKRKKR & CO INC
$910K
GEGE AEROSPACE
$858K
HDHOME DEPOT INC
$854K
CVXCHEVRON CORP NEW
$843K
BILSPDR SERIES TRUST
$831K
VVISA INC
$830K
GOOGLALPHABET INC
$822K
WELLWELLTOWER INC
$814K
QCOMQUALCOMM INC
$807K
CSCOCISCO SYS INC
$799K
LLYELI LILLY & CO
$790K
ADPAUTOMATIC DATA PROCESSING IN
$765K
WMTWALMART INC
$763K
ISRGINTUITIVE SURGICAL INC
$760K
BRK/BBERKSHIRE HATHAWAY INC DEL
$757K
T7DTRANSDIGM GROUP INC
$753K
MAMASTERCARD INCORPORATED
$752K
KMIKINDER MORGAN INC DEL
$739K
KRKROGER CO
$710K
ROPROPER TECHNOLOGIES INC
$708K
SOSOUTHERN CO
$693K
PGPROCTER AND GAMBLE CO
$692K
PAYXPAYCHEX INC
$667K
WMWASTE MGMT INC DEL
$662K
TMUST-MOBILE US INC
$655K
CPRTCOPART INC
$613K
JNJJOHNSON & JOHNSON
$528K
APAMARTISAN PARTNERS ASSET MGMT
$506K
BKRBAKER HUGHES COMPANY
$472K
SLGNSILGAN HLDGS INC
$443K
AMEAMETEK INC
$440K
UNHUNITEDHEALTH GROUP INC
$433K
LNTALLIANT ENERGY CORP
$421K
PKNREVVITY INC
$419K
IOOISHARES TR
$400K
MRSHMARSH & MCLENNAN COS INC
$395K
EDCONSOLIDATED EDISON INC
$386K
RSGREPUBLIC SVCS INC
$367K
NDQINVESCO QQQ TR
$365K
WCNWASTE CONNECTIONS INC
$361K
TSLATESLA INC
$353K
AVGOBROADCOM INC
$337K
FTVFORTIVE CORP
$323K
XOMEXXON MOBIL CORP
$296K
VTEBVANGUARD MUN BD FDS
$286K
AVUSAMERICAN CENTY ETF TR
$278K
JMSTJ P MORGAN EXCHANGE TRADED F
$255K
VTIPVANGUARD MALVERN FDS
$252K
IJRISHARES TR
$233K
AVMUAMERICAN CENTY ETF TR
$169K
IJSISHARES TR
$132K
NEENEXTERA ENERGY INC
$129K
SCZISHARES TR
$129K
VOOVANGUARD INDEX FDS
$112K
DFIVDIMENSIONAL ETF TRUST
$105K
HYDVANECK ETF TRUST
$97K
SPSMSPDR SERIES TRUST
$96K
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