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 $444.6M across 56 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VCIT ($58.8M, 13.24%), SPIB ($58.4M, 13.13%), VUG ($51.7M, 11.63%), IGIB ($49.1M, 11.05%), GOVT ($46.5M, 10.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | $58.8M | 13.24% | 712,028 | Added |
| 2 | SPIB | SPDR SERIES TRUST | $58.4M | 13.13% | 1.7M | Added |
| 3 | VUG | VANGUARD INDEX FDS | $51.7M | 11.63% | 600,150 | Added |
| 4 | IGIB | ISHARES TR | $49.1M | 11.05% | 923,932 | Added |
| 5 | GOVT | ISHARES TR | $46.5M | 10.45% | 2.0M | Added |
| 6 | SCHV | SCHWAB STRATEGIC TR | $35.9M | 8.07% | 1.0M | Trimmed |
| 7 | SCHB | SCHWAB STRATEGIC TR | $29.6M | 6.65% | 1.0M | Added |
| 8 | VOO | VANGUARD INDEX FDS | $24.1M | 5.42% | 35,078 | Added |
| 9 | VXUS | VANGUARD STAR FDS | $14.6M | 3.28% | 170,734 | Trimmed |
| 10 | JMUB | J P MORGAN EXCHANGE TRADED F | $11.2M | 2.51% | 220,422 | Added |
| 11 | XLK | SELECT SECTOR SPDR TR | $7.0M | 1.57% | 36,621 | Added |
| 12 | DFAU | DIMENSIONAL ETF TRUST | $6.3M | 1.43% | 122,830 | Trimmed |
| 13 | DFAI | DIMENSIONAL ETF TRUST | $5.8M | 1.31% | 140,970 | Trimmed |
| 14 | VNQ | VANGUARD INDEX FDS | $5.0M | 1.12% | 51,489 | Added |
| 15 | VYM | VANGUARD WHITEHALL FDS | $4.0M | 0.90% | 25,267 | Trimmed |
| 16 | AAPL | APPLE INC | $3.9M | 0.87% | 13,386 | Added |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $2.5M | 0.56% | 11,761 | Added |
| 18 | DFUS | DIMENSIONAL ETF TRUST | $2.3M | 0.51% | 27,464 | Trimmed |
| 19 | GOOG | ALPHABET INC | $2.1M | 0.48% | 5,982 | Hold |
| 20 | NVDA | NVIDIA CORPORATION | $2.0M | 0.46% | 10,223 | Added |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $1.8M | 0.41% | 2,426 | Trimmed |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.39% | 3,431 | Hold |
| 23 | IJH | ISHARES TR | $1.4M | 0.31% | 17,714 | Added |
| 24 | DVY | ISHARES TR | $1.3M | 0.28% | 8,001 | Added |
| 25 | VT | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.27% | 7,539 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30