Dodds Wealth, LLC

Est. AUM

$407.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$56.7M	685118	13.92%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$56.2M	1675813	13.80%	SOLE
3	ISHARES TR	ISHS 5-10YR INVT	$47.3M	889218	11.62%	SOLE
4	ISHARES TR	US TREAS BD ETF	$45.6M	1990898	11.20%	SOLE
5	VANGUARD INDEX FDS	GROWTH ETF	$44.3M	101331	10.86%	SOLE
6	SCHWAB STRATEGIC TR	US LCAP VA ETF	$31.8M	1041126	7.79%	SOLE
7	SCHWAB STRATEGIC TR	US BRD MKT ETF	$25.3M	1007848	6.21%	SOLE
8	VANGUARD INDEX FDS	S&P 500 ETF SHS	$20.5M	34300	5.03%	SOLE
9	VANGUARD STAR FDS	VG TL INTL STK F	$13.2M	171066	3.24%	SOLE
10	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$10.1M	202206	2.48%	SOLE
11	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$5.8M	129493	1.43%	SOLE
12	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$5.7M	145033	1.39%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET TEC	$4.8M	36495	1.19%	SOLE
14	VANGUARD INDEX FDS	REAL ESTATE ETF	$4.5M	50630	1.10%	SOLE
15	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$3.8M	25334	0.92%	SOLE
16	APPLE INC	COM	$3.4M	13271	0.83%	SOLE
17	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.3M	11760	0.55%	SOLE
18	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.0M	28379	0.49%	SOLE
19	NVIDIA CORPORATION	COM	$1.8M	10106	0.43%	SOLE
20	ALPHABET INC	CAP STK CL C	$1.7M	5982	0.42%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	3431	0.40%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.6M	2449	0.39%	SOLE
23	ISHARES TR	SELECT DIVID ETF	$1.2M	7922	0.29%	SOLE
24	ISHARES TR	CORE S&P MCP ETF	$1.2M	17607	0.29%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.1M	7351	0.26%	SOLE
26	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.0M	7546	0.26%	SOLE
27	ISHARES TR	CORE S&P500 ETF	$1.0M	1558	0.25%	SOLE
28	WELLTOWER INC	COM	$939K	4748	0.23%	SOLE
29	ALPHABET INC	CAP STK CL A	$854K	2971	0.21%	SOLE
30	JOHNSON & JOHNSON	COM	$797K	3259	0.20%	SOLE
31	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$742K	11577	0.18%	SOLE
32	INVESCO QQQ TR	UNIT SER 1	$726K	1259	0.18%	SOLE
33	ISHARES TR	U.S. TECH ETF	$715K	3939	0.18%	SOLE
34	AMAZON COM INC	COM	$696K	3342	0.17%	SOLE
35	MICROSOFT CORP	COM	$665K	1798	0.16%	SOLE
36	ISHARES TR	ISHS 1-5YR INVS	$557K	10602	0.14%	SOLE
37	MARRIOTT INTL INC NEW	CL A	$553K	1690	0.14%	SOLE
38	ISHARES TR	PFD AND INCM SEC	$536K	17672	0.13%	SOLE
39	JPMORGAN CHASE & CO	COM	$414K	1407	0.10%	SOLE
40	US BANCORP	COM NEW	$398K	7658	0.10%	SOLE
41	HCA HEALTHCARE INC	COM	$379K	800	0.09%	SOLE
42	WALMART INC	COM	$373K	3000	0.09%	SOLE
43	INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$365K	5239	0.09%	SOLE
44	CBIZ INC	COM	$364K	13542	0.09%	SOLE
45	PEPSICO INC	COM	$337K	2172	0.08%	SOLE
46	COCA COLA CO	COM	$285K	3747	0.07%	SOLE
47	INVESCO EXCH TRADED FD TR II	RUSEL 1000 EQL	$281K	5093	0.07%	SOLE
48	VANGUARD INDEX FDS	MCAP VL IDXVIP	$262K	1423	0.06%	SOLE
49	DISNEY WALT CO	COM	$257K	2667	0.06%	SOLE
50	ELI LILLY & CO	COM	$249K	271	0.06%	SOLE

1–50 of 51

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.