§ 13F · FUND PROFILE
Dodds Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $404M (13F)Positions · 60Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 685K | $57M | 13.9% | +5% |
| 2 | SPIB | SPDR SERIES TRUST | 1.68M | $56M | 13.8% | +5% |
| 3 | IGIB | ISHARES TR | 889K | $47M | 11.6% | +6% |
| 4 | GOVT | ISHARES TR | 1.99M | $46M | 11.2% | −1% |
| 5 | VUG | VANGUARD INDEX FDS | 101K | $44M | 10.9% | −1% |
| 6 | SCHV | SCHWAB STRATEGIC TR | 1.04M | $32M | 7.8% | −2% |
| 7 | SCHB | SCHWAB STRATEGIC TR | 1.01M | $25M | 6.2% | +2% |
| 8 | VOO | VANGUARD INDEX FDS | 34K | $20M | 5.0% | +2% |
| 9 | VXUS | VANGUARD STAR FDS | 171K | $13M | 3.2% | −1% |
| 10 | JMUB | J P MORGAN EXCHANGE TRADED F | 202K | $10M | 2.5% | +54% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DODDS SIGNAL
AC read
Dodds Wealth, LLC is a Other fund managing $404 million in assets. The fund runs a portfolio of 60 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed