Fund Holdings — Dogwood Wealth Management LLC

Total Portfolio Value
$230.25M
Total Bought
$16.51M
Total Sold
$14.80M
Net Transaction
+$1.71M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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PUTNAM ETF TRUST369,699394,076+24,37716,84718,2857.94%+1,438
INNOVATOR ETFS TRUST
DEFINED WLT SHLD
041,679+41,67901,3950.61%+1,395
FIDELITY MERRIMACK STR TR375,669408,309+32,64017,39618,6278.09%+1,232
AMERICAN CENTY ETF TR84,31787,547+3,2308,5999,6714.20%+1,073
VANGUARD INDEX FDS43,30547,809+4,50414,51915,3386.66%+819
PROSHARES TR
S&P MDCP 400 DIV
90,61596,321+5,7067,6328,3233.61%+692
VANECK MERK GOLD ETF(OUNZ)233,291230,079-3,2129,67710,3654.50%+688
INVESCO EXCH TRADED FD TR II133,764146,059+12,2957,4338,0103.48%+577
VANECK ETF TRUST
URANI NUCLE ETF
19,69921,960+2,2612,4472,9251.27%+478
SPROTT ASSET MANAGEMENT LP(CEF)09,425+9,42504500.20%+450
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
45,26149,953+4,69211,44711,8705.16%+422
JANUS DETROIT STR TR
HENDRSON AAA CL
130,395139,294+8,8996,5957,0163.05%+421
ISHARES TR102,306107,381+5,0758,4738,8663.85%+393
BONDBLOXX ETF TRUST
BLOOMBERG SEVEN
43,36150,291+6,9302,0832,4001.04%+317
SPDR SERIES TRUST
ST STR P500GRW
61,95870,664+8,7066,6116,9193.00%+308
CROWDSTRIKE HLDGS INC(CRWD)49825+776233220.14%+299
AMERICAN CENTY ETF TR67,37467,480+1063,9584,2041.83%+246
LULULEMON ATHLETICA INC(LULU)01,531+1,53102340.10%+234
WALMART INC(WMT)9,1339,904+7711,0181,2310.53%+213
ASML HLDG NV
N Y REGISTRY SHS
14171+157152260.10%+211
EXXON MOBIL CORP2,8453,228+3833425480.24%+205
ISHARES TR
0-5 YR TIPS ETF
38,22339,823+1,6003,9144,1191.79%+205
INTUIT(INTU)71565+494472440.11%+197
ISHARES TR41,71843,413+1,6952,3762,5701.12%+193
PROCTER & GAMBLE CO(PG)4691,793+1,324672590.11%+192
MOODYS CORP(MCO)34454+420171980.09%+181
ISHARES TR52,38954,471+2,0825,6115,7822.51%+171
DANAHER CORP DEL(DHR)103928+825241760.08%+152
SPROTT ASSET MANAGEMENT LP(PSLV)05,950+5,95001450.06%+145
SPDR SERIES TRUST
ST STR BLO 1 ETF
12,68114,207+1,5261,1591,3020.57%+143
SPROTT ASSET MANAGEMENT LP(PHYS)03,602+3,60201280.06%+128
ISHARES TR5051,722+1,217491640.07%+116
ISHARES TR3,4354,468+1,0333434440.19%+100
SPROTT ASSET MANAGEMENT LP(SPPP)06,300+6,3000980.04%+98
AMERICAN CENTY ETF TR113,282115,853+2,5718,9068,9843.90%+78
AMERICAN CENTY ETF TR21,41021,274-1361,6491,7140.74%+65
MICRON TECHNOLOGY INC(MU)394489+951121650.07%+53
ISHARES TR21,88222,284+4022,0542,1070.92%+53
CIENA CORP(CIEN)8132+1242510.02%+49
CORNING INC(GLW)788870+82691180.05%+49
CONOCOPHILLIPS(COP)145452+30714600.03%+46
AMERICAN CENTY ETF TR18,84618,194-6521,7711,8170.79%+46
ISHARES TR145565+42016620.03%+46
ISHARES TR181707+52616610.03%+46
TAIWAN SEMICONDUCTOR MANUFAC(TSM)69181+11221610.03%+40
VERTIV HOLDINGS CO(VRT)60196+13610490.02%+39
JOHNSON & JOHNSON(JNJ)2,4142,203-2114995380.23%+39
LAM RESEARCH CORP(LRCX)100252+15217540.02%+37
NEXTERA ENERGY INC(NEE)1,8011,940+1391451800.08%+36
SPDR SERIES TRUST
ST NUVE HIGH ETF
74,23476,010+1,7761,8511,8850.82%+34
CATERPILLAR INC(CAT)93120+2753850.04%+32
ISHARES TR
CORE MSCI PAC
30,43929,538-9012,2282,2600.98%+32
APPLIED MATLS INC128188+6033640.03%+31
GE VERNOVA INC(GEV)5574+1936650.03%+29
INTEL CORP(INTC)7961,284+48829570.02%+27
SPDR GOLD TR(GLD)062+620270.01%+27
FRANKLIN TEMPLETON DIGITAL H(EZBC)2,9494,483+1,5341491760.08%+26
MERCK & CO INC(MRK)1,0401,127+871101360.06%+26
LUMENTUM HLDGS INC(LITE)2148+278340.01%+26
GILEAD SCIENCES INC(GILD)233390+15729540.02%+26
KLA CORP(KLAC)1429+1517430.02%+26
ALTRIA GROUP INC(MO)1,9932,122+1291151400.06%+25
SANDISK CORP(SNDK)1342+293270.01%+24
COCA COLA CO(KO)1,0301,256+22672960.04%+24
VANGUARD INDEX FDS5,8635,86301,5121,5360.67%+23
PALO ALTO NETWORKS INC(PANW)11157+1462250.01%+23
DEERE & CO(DE)109131+2251740.03%+23
ONEOK INC NEW(OKE)64304+2405270.01%+23
EQUINIX INC(EQIX)023+230230.01%+23
CHURCH & DWIGHT CO INC(CHD)0238+2380220.01%+22
CITIGROUP INC(C)308504+19636570.02%+21
GOLDMAN SACHS GROUP INC(GS)5380+2747680.03%+21
PHILLIPS 66(PSX)39138+995250.01%+20
LINDE PLC(LIN)1553+386260.01%+20
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
3676+4010300.01%+20
NEWMONT CORP(NEM)229389+16023420.02%+19
BRISTOL-MYERS SQUIBB CO(BMY)442694+25224420.02%+18
MARATHON PETE CORP(MPC)174189+1528460.02%+18
WESTERN DIGITAL CORP(WDC)770+631190.01%+18
VERIZON COMMUNICATIONS INC(VZ)322613+29113310.01%+18
DIGITAL RLTY TR INC(DLR)25119+944220.01%+18
BANK NEW YORK MELLON CORP89235+14610280.01%+18
AMGEN INC(AMGN)75119+4425420.02%+17
SHERWIN WILLIAMS CO(SHW)66120+5422390.02%+17
PROLOGIS INC.(PLD)399513+11451680.03%+17
ISHARES TR49201+1525220.01%+17
CURTISS WRIGHT CORP(CW)2948+1916330.01%+17
TEXAS INSTRS INC(TXN)72150+7812290.01%+17
ISHARES TR44181+1375210.01%+16
EOG RES INC(EOG)47146+995210.01%+16
SLB LIMITED(SLB)314542+22812280.01%+16
PFIZER INC(PFE)5121,014+50213280.01%+16
HONEYWELL INTL INC(HON)66124+5813280.01%+15
ANALOG DEVICES INC(ADI)3475+419240.01%+15
VERTEX PHARMACEUTICALS INC(VRTX)3972+3318320.01%+14
THOR FINL TECHNOLOGIES TR0465+4650140.01%+14
UNION PAC CORP(UNP)104158+5424380.02%+14
BAKER HUGHES COMPANY(BKR)6,8865,362-1,5243143270.14%+14
CORTEVA INC(CTVA)111248+1377210.01%+13
COMCAST CORP NEW(CCZ)222694+4727200.01%+13
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Dogwood Wealth Management LLC — 13F Holdings — Q1 2026 | TickerTrail