Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DeDora Capital, Inc. (CIK 1717658) reported $460.1M across 129 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($30.5M, 6.62%), VYM ($29.6M, 6.43%), IVV ($28.2M, 6.13%), FBND ($26.3M, 5.71%), VB ($26.1M, 5.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $30.5M | 6.62% | 353,822 | Added |
| 2 | VYM | VANGUARD WHITEHALL FDS | $29.6M | 6.43% | 187,171 | Trimmed |
| 3 | IVV | ISHARES TR | $28.2M | 6.13% | 37,632 | Added |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $26.3M | 5.71% | 577,902 | Added |
| 5 | VB | VANGUARD INDEX FDS | $26.1M | 5.68% | 86,239 | Added |
| 6 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $22.7M | 4.92% | 654,320 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $16.4M | 3.55% | 23,813 | Trimmed |
| 8 | AAPL | APPLE INC | $15.5M | 3.37% | 53,531 | Trimmed |
| 9 | VCEB | VANGUARD WORLD FD | $11.2M | 2.44% | 178,573 | Added |
| 10 | RSP | INVESCO EXCHANGE TRADED FD T | $9.7M | 2.11% | 45,632 | Trimmed |
| 11 | NULG | NUSHARES ETF TR | $9.4M | 2.04% | 80,070 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $9.2M | 1.99% | 45,833 | Trimmed |
| 13 | JEPI | J P MORGAN EXCHANGE TRADED F | $9.0M | 1.96% | 159,611 | Added |
| 14 | AMZN | AMAZON COM INC | $8.5M | 1.85% | 35,641 | Trimmed |
| 15 | GOOG | ALPHABET INC | $7.9M | 1.72% | 22,442 | Trimmed |
| 16 | AVGO | BROADCOM INC | $7.8M | 1.70% | 20,732 | Trimmed |
| 17 | TSLA | TESLA INC | $7.6M | 1.66% | 18,137 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $7.5M | 1.64% | 20,225 | Added |
| 19 | GOOGL | ALPHABET INC | $7.2M | 1.57% | 20,156 | Trimmed |
| 20 | NUSC | NUSHARES ETF TR | $7.0M | 1.53% | 135,160 | Added |
| 21 | QQQ | INVESCO QQQ TR | $7.1M | 1.53% | 9,578 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $6.2M | 1.35% | 19,014 | Added |
| 23 | GLDM | WORLD GOLD TR | $6.1M | 1.34% | 77,348 | Added |
| 24 | HELO | J P MORGAN EXCHANGE TRADED F | $5.9M | 1.29% | 88,005 | Added |
| 25 | VSGX | VANGUARD WORLD FD | $5.7M | 1.25% | 69,688 | Added |
Source: SEC Form 13F filings · as of 2026-06-30