Fund Holdings

Dogwood Wealth Management LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
PUTNAM ETF TRUST369,699394,076+24,37716,847,18818,285,1327.94%+1,437,944
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
041,679+41,67901,394,7880.61%+1,394,788
FIDELITY MERRIMACK STR TR375,669408,309+32,64017,395,53418,627,0738.09%+1,231,539
AMERICAN CENTY ETF TR84,31787,547+3,2308,598,6529,671,3424.20%+1,072,690
VANGUARD INDEX FDS43,30547,809+4,50414,518,70515,337,7236.66%+819,018
PROSHARES TR
S&P MDCP 400 DIV
90,61596,321+5,7067,631,6138,323,1243.61%+691,511
VANECK MERK GOLD ETF(OUNZ)233,291230,079-3,2129,676,91110,365,0594.50%+688,148
INVESCO EXCH TRADED FD TR II133,764146,059+12,2957,433,2468,009,8973.48%+576,651
VANECK ETF TRUST
URANI NUCLE ETF
19,69921,960+2,2612,446,6382,924,8761.27%+478,238
SPROTT ASSET MANAGEMENT LP(CEF)09,425+9,4250449,7610.20%+449,761
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
45,26149,953+4,69211,447,32611,869,7765.16%+422,450
JANUS DETROIT STR TR
HENDRSON AAA CL
130,395139,294+8,8996,595,3597,016,2463.05%+420,887
ISHARES TR102,306107,381+5,0758,472,9838,866,4493.85%+393,466
BONDBLOXX ETF TRUST
BLOOMBERG SEVEN
43,36150,291+6,9302,083,2492,399,8731.04%+316,624
SPDR SERIES TRUST
ST STR P500GRW
61,95870,664+8,7066,610,9616,918,6713.00%+307,710
CROWDSTRIKE HLDGS INC(CRWD)49825+77622,969322,0880.14%+299,119
AMERICAN CENTY ETF TR67,37467,480+1063,957,5224,203,9851.83%+246,463
LULULEMON ATHLETICA INC(LULU)01,531+1,5310234,3960.10%+234,396
WALMART INC(WMT)9,1339,904+7711,017,5081,230,8690.53%+213,361
ASML HLDG NV
N Y REGISTRY SHS
14171+15714,978225,8620.10%+210,884
EXXON MOBIL CORP2,8453,228+383342,367547,6620.24%+205,295
ISHARES TR
0-5 YR TIPS ETF
38,22339,823+1,6003,913,6854,118,9261.79%+205,241
INTUIT(INTU)71565+49447,032244,2950.11%+197,263
ISHARES TR41,71843,413+1,6952,376,2682,569,6371.12%+193,369
PROCTER & GAMBLE CO(PG)4691,793+1,32467,279259,0480.11%+191,769
MOODYS CORP(MCO)34454+42017,369198,0580.09%+180,689
ISHARES TR52,38954,471+2,0825,611,3405,782,1102.51%+170,770
DANAHER CORP DEL(DHR)103928+82523,579175,9490.08%+152,370
SPROTT ASSET MANAGEMENT LP(PSLV)05,950+5,9500145,1200.06%+145,120
SPDR SERIES TRUST
ST STR BLO 1 ETF
12,68114,207+1,5261,158,8151,301,9650.57%+143,150
SPROTT ASSET MANAGEMENT LP(PHYS)03,602+3,6020127,6550.06%+127,655
ISHARES TR5051,722+1,21748,561164,3480.07%+115,787
ISHARES TR3,4354,468+1,033343,088443,5380.19%+100,450
SPROTT ASSET MANAGEMENT LP06,300+6,300097,8390.04%+97,839
AMERICAN CENTY ETF TR113,282115,853+2,5718,906,2588,984,3693.90%+78,111
AMERICAN CENTY ETF TR21,41021,274-1361,649,0261,714,2450.74%+65,219
MICRON TECHNOLOGY INC(MU)394489+95112,452165,2040.07%+52,752
ISHARES TR21,88222,284+4022,054,4802,107,1580.92%+52,678
CIENA CORP(CIEN)8132+1241,87151,2460.02%+49,375
CORNING INC(GLW)788870+8268,997118,2940.05%+49,297
CONOCOPHILLIPS(COP)145452+30713,57359,6640.03%+46,091
AMERICAN CENTY ETF TR18,84618,194-6521,770,9831,816,8970.79%+45,914
ISHARES TR145565+42015,97861,5790.03%+45,601
ISHARES TR181707+52615,77661,2900.03%+45,514
TAIWAN SEMICONDUCTOR MANUFAC(TSM)69181+11220,96861,1690.03%+40,201
VERTIV HOLDINGS CO(VRT)60196+1369,72149,1190.02%+39,398
JOHNSON & JOHNSON(JNJ)2,4142,203-211499,478538,4930.23%+39,015
LAM RESEARCH CORP(LRCX)100252+15217,11853,8420.02%+36,724
NEXTERA ENERGY INC(NEE)1,8011,940+139144,584180,1870.08%+35,603
SPDR SERIES TRUST
ST NUVE HIGH ETF
74,23476,010+1,7761,851,3841,885,0520.82%+33,668
CATERPILLAR INC(CAT)93120+2753,27785,0150.04%+31,738
ISHARES TR
CORE MSCI PAC
30,43929,538-9012,228,4652,259,9790.98%+31,514
APPLIED MATLS INC128188+6032,89564,2570.03%+31,362
GE VERNOVA INC(GEV)5574+1935,94664,5950.03%+28,649
INTEL CORP(INTC)7961,284+48829,37256,6630.02%+27,291
SPDR GOLD TR(GLD)062+62026,6780.01%+26,678
FRANKLIN TEMPLETON DIGITAL H(EZBC)2,9494,483+1,534149,219175,6890.08%+26,470
MERCK & CO INC(MRK)1,0401,127+87109,518135,6220.06%+26,104
LUMENTUM HLDGS INC(LITE)2148+277,74033,7320.01%+25,992
GILEAD SCIENCES INC(GILD)233390+15728,59854,3540.02%+25,756
KLA CORP(KLAC)1429+1517,01142,7000.02%+25,689
ALTRIA GROUP INC(MO)1,9932,122+129114,916140,0310.06%+25,115
SANDISK CORP(SNDK)1342+293,08626,6840.01%+23,598
COCA COLA CO(KO)1,0301,256+22672,00795,5190.04%+23,512
VANGUARD INDEX FDS5,8635,86301,512,3611,535,6370.67%+23,276
PALO ALTO NETWORKS INC(PANW)11157+1462,02625,1700.01%+23,144
DEERE & CO(DE)109131+2250,74773,7920.03%+23,045
ONEOK INC NEW(OKE)64304+2404,70427,4790.01%+22,775
EQUINIX INC(EQIX)023+23022,5460.01%+22,546
CHURCH & DWIGHT CO INC(CHD)0238+238022,2100.01%+22,210
CITIGROUP INC(C)308504+19635,94157,1590.02%+21,218
GOLDMAN SACHS GROUP INC(GS)5380+2746,58767,6790.03%+21,092
PHILLIPS 66(PSX)39138+995,03325,1410.01%+20,108
LINDE PLC(LIN)1553+386,39626,2750.01%+19,879
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
3676+409,91429,7740.01%+19,860
NEWMONT CORP(NEM)229389+16022,86642,1090.02%+19,243
BRISTOL-MYERS SQUIBB CO(BMY)442694+25223,84142,0910.02%+18,250
MARATHON PETE CORP(MPC)174189+1528,29846,1500.02%+17,852
WESTERN DIGITAL CORP(WDC)770+631,20618,9340.01%+17,728
VERIZON COMMUNICATIONS INC(VZ)322613+29113,11530,7730.01%+17,658
DIGITAL RLTY TR INC(DLR)25119+943,86821,5150.01%+17,647
BANK NEW YORK MELLON CORP89235+14610,33227,8780.01%+17,546
AMGEN INC(AMGN)75119+4424,54841,8700.02%+17,322
SHERWIN WILLIAMS CO(SHW)66120+5421,53838,6160.02%+17,078
PROLOGIS INC.(PLD)399513+11450,93967,8180.03%+16,879
ISHARES TR49201+1525,39722,1880.01%+16,791
CURTISS WRIGHT CORP(CW)2948+1915,98732,6940.01%+16,707
TEXAS INSTRS INC(TXN)72150+7812,49129,1210.01%+16,630
ISHARES TR44181+1375,25121,4670.01%+16,216
EOG RES INC(EOG)47146+994,93521,1070.01%+16,172
SLB LIMITED(SLB)314542+22812,05127,8530.01%+15,802
PFIZER INC(PFE)5121,014+50212,74928,4730.01%+15,724
HONEYWELL INTL INC(HON)66124+5812,97028,1360.01%+15,166
ANALOG DEVICES INC(ADI)3475+419,22123,8600.01%+14,639
VERTEX PHARMACEUTICALS INC(VRTX)3972+3317,68132,1510.01%+14,470
THOR FINL TECHNOLOGIES TR0465+465014,4200.01%+14,420
UNION PAC CORP(UNP)104158+5424,05738,3340.02%+14,277
BAKER HUGHES COMPANY(BKR)6,8865,362-1,524313,588327,3500.14%+13,762
CORTEVA INC(CTVA)111248+1377,44020,7600.01%+13,320
COMCAST CORP NEW(CCZ)222694+4726,63619,9250.01%+13,289
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