Dogwood Wealth Management LLC

Est. AUM

$230.2M

13F long equity, this entity only

Positions

859

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$18.6M	408309	8.09%	SOLE
2	PUTNAM ETF TRUST	FOCUSED LAR CAP	$18.3M	394076	7.94%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$15.3M	47809	6.66%	SOLE
4	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$11.9M	49953	5.16%	SOLE
5	VANECK MERK GOLD ETF	GOLD SHS	$10.4M	230079	4.50%	SOLE
6	AMERICAN CENTY ETF TR	US SML CP VALU	$9.7M	87547	4.20%	SOLE
7	AMERICAN CENTY ETF TR	AVANTIS US LARG	$9.0M	115853	3.90%	SOLE
8	ISHARES TR	1 3 YR TREAS BD	$8.9M	107381	3.85%	SOLE
9	PROSHARES TR	S&P MDCP 400 DIV	$8.3M	96321	3.62%	SOLE
10	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$8.0M	146059	3.48%	SOLE
11	JANUS DETROIT STR TR	HENDRSON AAA CL	$7.0M	139294	3.05%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$6.9M	70664	3.01%	SOLE
13	ISHARES TR	NATIONAL MUN ETF	$5.8M	54471	2.51%	SOLE
14	ISHARES TR	CORE S&P500 ETF	$5.7M	8773	2.49%	SOLE
15	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$5.2M	124700	2.25%	SOLE
16	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$4.2M	67480	1.83%	SOLE
17	ISHARES TR	0-5 YR TIPS ETF	$4.1M	39823	1.79%	SOLE
18	VANECK ETF TRUST	URANIUM AND NUCL	$2.9M	21960	1.27%	SOLE
19	NVIDIA CORPORATION	COM	$2.7M	15535	1.18%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	34056	1.17%	SOLE
21	ISHARES TR	CRE U S REIT ETF	$2.6M	43413	1.12%	SOLE
22	VANGUARD INDEX FDS	MID CAP ETF	$2.5M	8846	1.10%	SOLE
23	BONDBLOXX ETF TRUST	BLOOMBERG SEVEN	$2.4M	50291	1.04%	SOLE
24	ISHARES TR	CORE MSCI EURO	$2.3M	32844	1.00%	SOLE
25	APPLE INC	COM	$2.3M	9067	1.00%	SOLE
26	ISHARES TR	CORE MSCI PAC	$2.3M	29538	0.98%	SOLE
27	ISHARES TR	U.S. REAL ES ETF	$2.1M	22284	0.92%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$1.9M	76010	0.82%	SOLE
29	AMERICAN CENTY ETF TR	INTL SMCP VLU	$1.8M	18194	0.79%	SOLE
30	FLEXSHARES TR	HIG YLD VL ETF	$1.7M	43326	0.75%	SOLE
31	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.7M	21274	0.74%	SOLE
32	VANGUARD INDEX FDS	SMALL CP ETF	$1.5M	5863	0.67%	SOLE
33	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$1.4M	41679	0.61%	SOLE
34	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	14207	0.57%	SOLE
35	WALMART INC	COM	$1.2M	9904	0.53%	SOLE
36	JPMORGAN CHASE & CO	COM	$1.2M	4010	0.51%	SOLE
37	COSTCO WHOLESALE CORPORATION	COM	$1.2M	1156	0.50%	SOLE
38	MICROSOFT CORP	COM	$1.1M	2952	0.47%	SOLE
39	AMAZON COM INC	COM	$1.0M	5009	0.45%	SOLE
40	BROADCOM INC	COM	$999K	3228	0.43%	SOLE
41	WELLTOWER INC	COM	$737K	3726	0.32%	SOLE
42	VISA INC	COM CL A	$728K	2409	0.32%	SOLE
43	VANGUARD INDEX FDS	REAL ESTATE ETF	$714K	8051	0.31%	SOLE
44	ALPHABET INC	CAP STK CL C	$708K	2467	0.31%	SOLE
45	DUKE ENERGY CORP NEW	COM NEW	$704K	5378	0.31%	SOLE
46	ALPHABET INC	CAP STK CL A	$665K	2311	0.29%	SOLE
47	EXXON MOBIL CORP	COM	$548K	3228	0.24%	SOLE
48	JOHNSON & JOHNSON	COM	$538K	2203	0.23%	SOLE
49	META PLATFORMS INC	CL A	$492K	859	0.21%	SOLE
50	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$468K	977	0.20%	SOLE

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