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.
Dogwood Wealth Management LLC (CIK 2056922) reported $230.3M across 853 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FBND ($18.6M, 8.09%), PVAL ($18.3M, 7.94%), VTI ($15.3M, 6.66%), QQQM ($11.9M, 5.16%), OUNZ ($10.4M, 4.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $18.6M | 8.09% | 408,309 | Added |
| 2 | PVAL | PUTNAM ETF TRUST | $18.3M | 7.94% | 394,076 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $15.3M | 6.66% | 47,809 | Added |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $11.9M | 5.16% | 49,953 | Added |
| 5 | OUNZ | VANECK MERK GOLD ETF | $10.4M | 4.50% | 230,079 | Trimmed |
| 6 | AVUV | AMERICAN CENTY ETF TR | $9.7M | 4.20% | 87,547 | Added |
| 7 | AVLC | AMERICAN CENTY ETF TR | $9.0M | 3.90% | 115,853 | Added |
| 8 | SHY | ISHARES TR | $8.9M | 3.85% | 107,381 | Added |
| 9 | REGL | PROSHARES TR | $8.3M | 3.61% | 96,321 | Added |
| 10 | IDMO | INVESCO EXCH TRADED FD TR II | $8.0M | 3.48% | 146,059 | Added |
| 11 | JAAA | JANUS DETROIT STR TR | $7.0M | 3.05% | 139,294 | Added |
| 12 | SPYG | SPDR SERIES TRUST | $6.9M | 3.00% | 70,664 | Added |
| 13 | MUB | ISHARES TR | $5.8M | 2.51% | 54,471 | Added |
| 14 | IVV | ISHARES TR | $5.7M | 2.49% | 8,773 | Hold |
| 15 | AVIG | AMERICAN CENTY ETF TR | $5.2M | 2.25% | 124,700 | Trimmed |
| 16 | AVSC | AMERICAN CENTY ETF TR | $4.2M | 1.83% | 67,480 | Added |
| 17 | STIP | ISHARES TR | $4.1M | 1.79% | 39,823 | Added |
| 18 | NLR | VANECK ETF TRUST | $2.9M | 1.27% | 21,960 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $2.7M | 1.18% | 15,535 | Trimmed |
| 20 | SPTM | SPDR SERIES TRUST | $2.7M | 1.17% | 34,056 | Trimmed |
| 21 | USRT | ISHARES TR | $2.6M | 1.12% | 43,413 | Added |
| 22 | VO | VANGUARD INDEX FDS | $2.5M | 1.10% | 8,846 | Trimmed |
| 23 | XSVN | BONDBLOXX ETF TRUST | $2.4M | 1.04% | 50,291 | Added |
| 24 | IEUR | ISHARES TR | $2.3M | 1.00% | 32,844 | Added |
| 25 | AAPL | APPLE INC | $2.3M | 1.00% | 9,067 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31