Fund HoldingsDogwood Wealth Management LLC

Total Portfolio Value
$253.36M
Total Bought
$60.45M
Total Sold
$40.60M
Net Transaction
+$19.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
AMERICAN CENTY ETF TR0109,391+109,39109,8413.88%+9,841
SPDR SERIES TRUST
ST STR P500GRW
074,843+74,84308,9063.51%+8,906
AMERICAN CENTY ETF TR063,538+63,53804,6601.84%+4,660
VANGUARD INDEX FDS47,80951,529+3,72015,33819,0687.53%+3,730
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
49,95351,179+1,22611,87015,5066.12%+3,636
PUTNAM ETF TRUST394,076426,694+32,61818,28521,7408.58%+3,455
VANECK ETF TRUST
URANI NUCLE ETF
026,240+26,24003,0431.20%+3,043
SPDR SERIES TRUST
ST STR PR SP1500
032,041+32,04102,9091.15%+2,909
AMERICAN CENTY ETF TR87,54793,148+5,6019,67111,6214.59%+1,950
SPDR SERIES TRUST
ST NUVE HIGH ETF
076,422+76,42201,9440.77%+1,944
FIDELITY MERRIMACK STR TR408,309449,753+41,44418,62720,4598.08%+1,832
INVESCO EXCH TRADED FD TR II146,059160,272+14,2138,0109,6633.81%+1,653
PROSHARES TR
S&P MDCP 400 DIV
96,321107,264+10,9438,3239,8223.88%+1,499
SPDR SERIES TRUST
ST STR BLO 1 ETF
015,608+15,60801,4300.56%+1,430
ISHARES TR08,773+8,77306,5702.59%+6,570
JANUS DETROIT STR TR
HENDRSON AAA CL
139,294149,985+10,6917,0167,5732.99%+557
LAM RESEARCH CORP(LRCX)2521,295+1,043545610.22%+507
MICRON TECHNOLOGY INC(MU)489536+471656190.24%+453
NVIDIA CORPORATION(NVDA)015,748+15,74803,1511.24%+3,151
ELI LILLY & CO(LLY)0746+74608950.35%+895
ISHARES TR22,28424,092+1,8082,1072,4630.97%+356
BONDBLOXX ETF TRUST
BLOOMBERG SEVEN
50,29157,800+7,5092,4002,7321.08%+332
VANGUARD INDEX FDS035,384+35,38402,8511.13%+2,851
AMERICAN CENTY ETF TR0132,047+132,04705,4682.16%+5,468
ISHARES TR107,381111,404+4,0238,8669,1473.61%+281
ISHARES TR43,41342,890-5232,5702,8501.12%+280
ARISTA NETWORKS INC(ANET)02,134+2,13403630.14%+363
UNION PAC CORP(UNP)1581,123+965383050.12%+267
SYNOPSYS INC(SNPS)0615+61502740.11%+274
VANGUARD BD INDEX FDS03,568+3,56802620.10%+262
VANGUARD INDEX FDS5,8635,86301,5361,7770.70%+242
ASML HLDG NV
N Y REGISTRY SHS
171224+532264460.18%+220
APPLE INC(AAPL)08,690+8,69002,5150.99%+2,515
ADVANCED MICRO DEVICES INC(AMD)0435+43502530.10%+253
META PLATFORMS INC(META)01,211+1,21106820.27%+682
AMERICAN CENTY ETF TR21,27419,644-1,6301,7141,8950.75%+181
CROWDSTRIKE HLDGS INC(CRWD)825647-1783224940.19%+172
ISHARES TR54,47155,041+5705,7825,9242.34%+141
SPACE EXPLORATION TECHN CORP0811+81101390.05%+139
SPDR SERIES TRUST
ST STR SP600 SML
02,343+2,34301350.05%+135
INTEL CORP(INTC)1,2841,205-79571680.07%+112
MCDONALDS CORP(MCD)0577+57701560.06%+156
APPLIED MATLS INC188235+47641700.07%+106
CISCO SYS INC(CSCO)02,413+2,41302830.11%+283
ISHARES TR
CORE MSCI EURO
032,008+32,00802,4060.95%+2,406
ISHARES TR
0-5 YR TIPS ETF
39,82341,235+1,4124,1194,2131.66%+94
HCA HEALTHCARE INC(HCA)0277+27701080.04%+108
ISHARES TR
CORE MSCI PAC
29,53828,683-8552,2602,3500.93%+90
FLEXSHARES TR
HIG YLD VL ETF
045,174+45,17401,8190.72%+1,819
SANDISK CORP(SNDK)4248+6271090.04%+82
ALPHABET INC(GOOG)02,090+2,09007470.29%+747
VANGUARD INSTL INDEX FD01,010+1,0100760.03%+76
S&P GLOBAL INC(SPGI)0225+2250920.04%+92
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
76105+29301010.04%+72
UNITEDHEALTH GROUP INC(UNH)0235+2350980.04%+98
MARVELL TECHNOLOGY INC(MRVL)0301+3010900.04%+90
CATERPILLAR INC(CAT)120137+17851460.06%+61
SCHWAB STRATEGIC TR01,920+1,9200600.02%+60
FRANKLIN TEMPLETON DIGITAL H(EZBC)4,4836,622+2,1391762250.09%+49
SERVICENOW INC(NOW)03,623+3,62303600.14%+360
KLA CORP(KLAC)29290+26143870.03%+45
TESLA INC(TSLA)0807+80703390.13%+339
GE AEROSPACE(GE)01,117+1,11704170.16%+417
AMERICAN CENTY ETF TR02,552+2,55203270.13%+327
TAIWAN SEMICONDUCTOR MANUFAC(TSM)181216+35611030.04%+42
WESTERN DIGITAL CORP(WDC)7090+2019570.02%+39
GOLDMAN SACHS GROUP INC(GS)80105+25681060.04%+39
AMERICAN CENTY ETF TR03,396+3,39603100.12%+310
BANK OF AMER CORP01,862+1,86201060.04%+106
MORGAN STANLEY(MS)0497+49701040.04%+104
VERTIV HOLDINGS CO(VRT)196242+4649810.03%+32
CITIGROUP INC(C)504634+13057890.04%+32
NEOS ETF TRUST
NASDAQ 100 HDGD
02,042+2,04201140.05%+114
INTERNATIONAL BUSINESS MACHS(IBM)0202+2020570.02%+57
TRANSDIGM GROUP INC(TDG)0256+25603410.13%+341
GE VERNOVA INC(GEV)7480+665940.04%+29
VANGUARD MALVERN FDS06,533+6,53303280.13%+328
AMAZON COM INC(AMZN)04,496+4,49601,0720.42%+1,072
VANGUARD ADMIRAL FDS INC0200+2000280.01%+28
ISHARES TR01,456+1,45601990.08%+199
VANGUARD ADMIRAL FDS INC0201+2010260.01%+26
ROPER TECHNOLOGIES INC(ROP)0992+99203360.13%+336
BLOOM ENERGY CORP0124+1240380.01%+38
TEXAS INSTRS INC(TXN)150175+2529520.02%+23
CVS HEALTH CORP(CVS)0483+4830500.02%+50
BOOKING HOLDINGS INC(BKNG)0192+1920340.01%+34
ROCKET LAB CORP(RKLB)0822+8220840.03%+84
AMPHENOL CORP0283+2830500.02%+50
ISHARES TR707931+22461800.03%+19
ISHARES TR0114+1140190.01%+19
AMERICAN EXPRESS CO(AXP)0157+1570530.02%+53
ISHARES TR565731+16662800.03%+18
SPDR SERIES TRUST
ST STR P500VAL
0282+2820170.01%+17
BARCLAYS PLC02,607+2,6070700.03%+70
PALO ALTO NETWORKS INC(PANW)157122-3525420.02%+16
INVESCO EXCH TRADED FD TR II0331+3310530.02%+53
PROSHARES TR
ULTRAPRO QQQ
0416+4160340.01%+34
HONEYWELL INTL INC073+730160.01%+16
HONEYWELL AEROSPACE INC073+730160.01%+16
C H ROBINSON WORLDWIDE IN(CHRW)0237+2370450.02%+45
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