§ 13F · FUND PROFILE
Dodds Wealth, LLC.
AUM · $445M (13F)Positions · 56Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 712K | $59M | 13.2% | +4% |
| 2 | SPIB | SPDR SERIES TRUST | 1.75M | $58M | 13.1% | +4% |
| 3 | VUG | VANGUARD INDEX FDS | 600K | $52M | 11.6% | +492% |
| 4 | IGIB | ISHARES TR | 924K | $49M | 11.1% | +4% |
| 5 | GOVT | ISHARES TR | 2.04M | $46M | 10.4% | +2% |
| 6 | SCHV | SCHWAB STRATEGIC TR | 1.03M | $36M | 8.1% | −1% |
| 7 | SCHB | SCHWAB STRATEGIC TR | 1.02M | $30M | 6.6% | +1% |
| 8 | VOO | VANGUARD INDEX FDS | 35K | $24M | 5.4% | +2% |
| 9 | VXUS | VANGUARD STAR FDS | 171K | $15M | 3.3% | ±0% |
| 10 | JMUB | J P MORGAN EXCHANGE TRADED F | 220K | $11M | 2.5% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DODDS SIGNAL
AC read
Dodds Wealth, LLC is a Other fund managing $445 million in assets. The fund runs a portfolio of 56 positions.
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