Fund HoldingsDogwood Wealth Management LLC

Total Portfolio Value
$204.74M
Total Bought
$42.65M
Total Sold
$28.44M
Net Transaction
+$14.21M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
040,167+40,16709,1324.46%+9,132
INVESCO EXCH TRADED FD TR II099,891+99,89105,0772.48%+5,077
VANGUARD INDEX FDS036,967+36,967011,2965.52%+11,296
SPDR SERIES TRUST
ST NUVE HIGH ETF
079,802+79,80201,9600.96%+1,960
SPDR SERIES TRUST
ST STR P500VAL
215,799235,365+19,56611,02112,4466.08%+1,425
BONDBLOXX ETF TRUST
BLOOMBERG SEVEN
028,560+28,56001,3470.66%+1,347
NVIDIA CORPORATION(NVDA)018,845+18,84503,0151.47%+3,015
AMERICAN CENTY ETF TR069,288+69,28806,5613.20%+6,561
SPDR SERIES TRUST
ST STR P500GRW
055,274+55,27405,2592.57%+5,259
VANECK MERK GOLD ETF(OUNZ)193,164216,953+23,7895,8226,9063.37%+1,084
UBER TECHNOLOGIES INC(UBER)1139,474+9,36189240.45%+915
KKR & CO INC(KKR)06,599+6,59909100.44%+910
NETFLIX INC(NFLX)0767+76709790.48%+979
MICROSOFT CORP(MSFT)5,3895,697+3082,0232,8291.38%+806
CISCO SYS INC(CSCO)20811,646+11,438137990.39%+786
TRANSDIGM GROUP INC(TDG)0492+49207530.37%+753
PROCTER AND GAMBLE CO(PG)4264,384+3,958736920.34%+620
BERKSHIRE HATHAWAY INC DEL2741,584+1,3101467570.37%+611
FIDELITY MERRIMACK STR TR285,514301,732+16,21813,09213,7026.69%+609
AMAZON COM INC(AMZN)09,637+9,63702,1141.03%+2,114
APPLE INC(AAPL)9,25912,677+3,4182,0572,6621.30%+606
META PLATFORMS INC(META)1,2311,730+4997091,2470.61%+537
PROSHARES TR
S&P MDCP 400 DIV
62,66067,009+4,3495,0545,5762.72%+522
JANUS DETROIT STR TR
HENDRSON AAA CL
127,414136,591+9,1776,4616,9093.37%+448
REPUBLIC SVCS INC(RSG)01,536+1,53603670.18%+367
WASTE CONNECTIONS INC(WCN)01,990+1,99003610.18%+361
CONSOLIDATED EDISON INC(ED)03,883+3,88303860.19%+386
ISHARES TR80,26584,670+4,4056,6406,9773.41%+337
DUKE ENERGY CORP NEW(DUK)5,9739,125+3,1527291,0610.52%+333
JPMORGAN CHASE & CO.(JPM)5,8856,027+1421,4441,7040.83%+261
SPDR SERIES TRUST
ST STR BLO 1 ETF
6,3049,082+2,7785788310.41%+253
TESLA INC(TSLA)01,187+1,18703530.17%+353
ALPHABET INC(GOOG)04,716+4,71608220.40%+822
VANGUARD INDEX FDS08,920+8,92002,5161.23%+2,516
GE AEROSPACE(GE)3,3323,472+1406678580.42%+191
ALPHABET INC(GOOG)05,339+5,33909350.46%+935
AMERICAN CENTY ETF TR064,363+64,36303,4621.69%+3,462
INTUITIVE SURGICAL INC1,3021,442+1406457600.37%+116
QUALCOMM INC(QCOM)4,5785,061+4837038070.39%+104
ISHARES TR17,24618,486+1,2401,6511,7550.86%+103
VANGUARD INDEX FDS05,864+5,86401,4180.69%+1,418
RALLIANT CORP(RAL)01,811+1,8110870.04%+87
PROSHARES TR
ULTRAPRO QQQ
2491,001+75214830.04%+69
SPDR SERIES TRUST
ST STR PR SP1500
035,886+35,88602,7011.32%+2,701
CHEVRON CORP NEW(CVX)4,6565,503+8477798430.41%+64
AMERICAN CENTY ETF TR023,313+23,31301,6040.78%+1,604
VANGUARD WORLD FD
INF TECH ETF
089+890600.03%+60
HOME DEPOT INC(HD)2,1672,324+1577948540.42%+60
AMERICAN CENTY ETF TR23,80221,455-2,3471,6601,7190.84%+59
VANGUARD WORLD FD0428+4280470.02%+47
BARCLAYS PLC02,510+2,5100460.02%+46
FRANKLIN TEMPLETON DIGITAL H(EZBC)0694+6940440.02%+44
MICROSTRATEGY INC(MSTR)0236+2360940.05%+94
PALANTIR TECHNOLOGIES INC(PLTR)188420+23216590.03%+43
MICRON TECHNOLOGY INC(MU)99356+2579440.02%+36
OVINTIV INC(OVV)0851+8510350.02%+35
BANCO SANTANDER S.A.(SAN)03,742+3,7420330.02%+33
WALMART INC(WMT)8,3167,858-4587327630.37%+31
AMERICAN CENTY ETF TR0119,665+119,66508,5644.18%+8,564
ADVANCED MICRO DEVICES INC(AMD)0217+2170300.01%+30
VISA INC(V)2,2912,340+498038300.41%+27
VANGUARD WORLD FD073+730270.01%+27
ATKORE INC0346+3460260.01%+26
NATWEST GROUP PLC(NWG)01,940+1,9400260.01%+26
GOLDMAN SACHS GROUP INC(GS)038+380260.01%+26
ISHARES TR02,080+2,08002330.11%+233
HONEYWELL INTL INC(HON)0161+1610390.02%+39
FIRST TR EXCHNG TRADED FD VI
FT ENER INCO ETF
01,264+1,2640250.01%+25
VANGUARD INSTL INDEX FD0403+4030300.01%+30
MASTERCARD INCORPORATED(MA)1,3301,337+77297520.37%+23
MORGAN STANLEY(MS)0262+2620370.02%+37
ROCKET LAB CORP(RKLB)0549+5490210.01%+21
BOEING CO(BA)0240+2400520.03%+52
ARISTA NETWORKS INC(ANET)0592+5920610.03%+61
NEW YORK TIMES CO(NYT)0367+3670210.01%+21
MICROCHIP TECHNOLOGY INC.(MCHP)0291+2910220.01%+22
AMERICAN EXPRESS CO(AXP)066+660210.01%+21
CAPITAL ONE FINL CORP(COF)0152+1520330.02%+33
AMERICAN CENTY ETF TR02,731+2,73102780.14%+278
ISHARES TR0191+1910190.01%+19
CITIGROUP INC(C)0226+2260190.01%+19
S&P GLOBAL INC(SPGI)036+360190.01%+19
INTUIT(INTU)1736+1910280.01%+18
ARMSTRONG WORLD INDS INC NEW(AWI)0106+1060180.01%+18
REGENCY CTRS CORP(REG)0250+2500170.01%+17
CENTRUS ENERGY CORP(LEU)0100+1000170.01%+17
BLACKROCK INC(BLK)017+170180.01%+18
NUSCALE PWR CORP(SMR)0472+4720170.01%+17
EQUITY LIFESTYLE PPTYS INC(ELS)0260+2600160.01%+16
EXXON MOBIL CORP2,3552,592+2372802960.14%+16
ROYAL GOLD INC(RGLD)097+970160.01%+16
BLACKSTONE INC(BX)097+970150.01%+15
COMMERCE BANCSHARES INC(CBSH)0222+2220140.01%+14
VANGUARD INDEX FDS032+320140.01%+14
HENRY JACK & ASSOC INC(JKHY)077+770140.01%+14
CONOCOPHILLIPS(COP)0151+1510140.01%+14
GE VERNOVA INC(GEV)032+320170.01%+17
EASTGROUP PPTYS INC(EGP)080+800130.01%+13
STIFEL FINL CORP(SF)0124+1240130.01%+13
CBRE GROUP INC(CBRE)097+970140.01%+14
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