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 51–100 of 766
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $500K+ | SH |
| TDG | TRANSDIGM GROUP INC | 464 | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 7K | $500K+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 1K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| MPWR | MONOLITHIC PWR SYS INC | 632 | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 980 | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 20K | $500K+ | SH |
| NOW | SERVICENOW INC | 4K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 2K | $500K+ | SH |
| TJX | TJX COS INC NEW | 3K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 2K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| KR | KROGER CO | 8K | $100K–$500K | SH |
| SO | SOUTHERN CO | 6K | $100K–$500K | SH |
| AGG | ISHARES TR | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| BKR | BAKER HUGHES COMPANY | 7K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 6K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 6K | $100K–$500K | SH |
| AVUS | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| AME | AMETEK INC | 1K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| FTV | FORTIVE CORP | 5K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 3K | $100K–$500K | SH |
| LNT | ALLIANT ENERGY CORP | 4K | $100K–$500K | SH |
| AVLV | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| WCN | WASTE CONNECTIONS INC | 1K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 3K | $100K–$500K | SH |
| NI | NISOURCE INC | 6K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 1K | $100K–$500K | SH |
| APAM | ARTISAN PARTNERS ASSET MGMT | 6K | $100K–$500K | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| PTC | PTC INC | 1K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 988 | $100K–$500K | SH |
| IJS | ISHARES TR | 1K | $100K–$500K | SH |
| AVMU | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| EZBC | FRANKLIN TEMPLETON DIGITAL H | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 2K | $100K–$500K | SH |
| AVDE | AMERICAN CENTY ETF TR | 2K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 2K | $100K–$500K | SH |