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.
Dodds Wealth, LLC (CIK 1973728) reported $407.4M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCIT ($56.7M, 13.92%), SPIB ($56.2M, 13.80%), IGIB ($47.3M, 11.62%), GOVT ($45.6M, 11.20%), VUG ($44.3M, 10.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $56.7M | 13.92% | 685,118 | Added |
| 2 | SPIB | SPDR SERIES TRUST | $56.2M | 13.80% | 1.7M | Added |
| 3 | IGIB | ISHARES TR | $47.3M | 11.62% | 889,218 | Added |
| 4 | GOVT | ISHARES TR | $45.6M | 11.20% | 2.0M | Trimmed |
| 5 | VUG | VANGUARD INDEX FDS | $44.3M | 10.86% | 101,331 | Trimmed |
| 6 | SCHV | SCHWAB STRATEGIC TR | $31.8M | 7.79% | 1.0M | Trimmed |
| 7 | SCHB | SCHWAB STRATEGIC TR | $25.3M | 6.21% | 1.0M | Added |
| 8 | VOO | VANGUARD INDEX FDS | $20.5M | 5.03% | 34,300 | Added |
| 9 | VXUS | VANGUARD STAR FDS | $13.2M | 3.24% | 171,066 | Trimmed |
| 10 | JMUB | J P MORGAN EXCHANGE TRADED F | $10.1M | 2.48% | 202,206 | Added |
| 11 | DFAU | DIMENSIONAL ETF TRUST | $5.8M | 1.43% | 129,493 | Trimmed |
| 12 | DFAI | DIMENSIONAL ETF TRUST | $5.7M | 1.39% | 145,033 | Trimmed |
| 13 | XLK | SELECT SECTOR SPDR TR | $4.9M | 1.19% | 36,495 | Trimmed |
| 14 | VNQ | VANGUARD INDEX FDS | $4.5M | 1.10% | 50,630 | Added |
| 15 | VYM | VANGUARD WHITEHALL FDS | $3.8M | 0.92% | 25,334 | Trimmed |
| 16 | AAPL | APPLE INC | $3.4M | 0.83% | 13,271 | Trimmed |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $2.3M | 0.55% | 11,760 | Added |
| 18 | DFUS | DIMENSIONAL ETF TRUST | $2.0M | 0.49% | 28,379 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $1.8M | 0.43% | 10,106 | Trimmed |
| 20 | GOOG | ALPHABET INC | $1.7M | 0.42% | 5,982 | Hold |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.40% | 3,431 | Trimmed |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $1.6M | 0.39% | 2,449 | Trimmed |
| 23 | IJH | ISHARES TR | $1.2M | 0.29% | 17,607 | Trimmed |
| 24 | DVY | ISHARES TR | $1.2M | 0.29% | 7,922 | Added |
| 25 | XLV | SELECT SECTOR SPDR TR | $1.1M | 0.26% | 7,351 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31