CIK 2056922
Dogwood Wealth Management LLC
Institutional 13F holdings & portfolio
Holdings
766
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
8
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 766
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 376K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 370K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 43K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 45K | $1M+ | SH |
| OUNZ | VANECK MERK GOLD ETF | 233K | $1M+ | SH |
| AVLC | AMERICAN CENTY ETF TR | 113K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 84K | $1M+ | SH |
| SHY | ISHARES TR | 102K | $1M+ | SH |
| REGL | PROSHARES TR | 91K | $1M+ | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 134K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 62K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 130K | $1M+ | SH |
| IVV | ISHARES TR | 9K | $1M+ | SH |
| MUB | ISHARES TR | 52K | $1M+ | SH |
| AVIG | AMERICAN CENTY ETF TR | 126K | $1M+ | SH |
| AVSC | AMERICAN CENTY ETF TR | 67K | $1M+ | SH |
| STIP | ISHARES TR | 38K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 16K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 34K | $1M+ | SH |
| AAPL | APPLE INC | 10K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| NLR | VANECK ETF TRUST | 20K | $1M+ | SH |
| USRT | ISHARES TR | 42K | $1M+ | SH |
| IEUR | ISHARES TR | 33K | $1M+ | SH |
| IPAC | ISHARES TR | 30K | $1M+ | SH |
| XSVN | BONDBLOXX ETF TRUST | 43K | $1M+ | SH |
| IYR | ISHARES TR | 22K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| HYMB | SPDR SERIES TRUST | 74K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 19K | $1M+ | SH |
| HYGV | FLEXSHARES TR | 43K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 21K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 13K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| AVGO | BROADCOM INC | 3K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| WMT | WALMART INC | 9K | $1M+ | SH |
| GOOGL | ALPHABET INC | 3K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 7K | $500K+ | SH |
| WELL | WELLTOWER INC | 4K | $500K+ | SH |
| LLY | ELI LILLY & CO | 695 | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| CSCO | CISCO SYS INC | 9K | $500K+ | SH |
| KKR | KKR & CO INC | 5K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |