13F Insight
DOSSIER · 13F-HR · Q2 2026

Dodds Wealth, LLC

$445M in tracked AUM across 56 positions as of Q2 2026.

DW
CIK 0001973728 · last filed Jun 30, 2026
Total AUM
$445M
as of Q2 2026
Holdings
56
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Dodds Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VCIT
VANGUARD SCOTTSDALE FDS
$59M712K13.2%02
SPIB
SPDR SERIES TRUST
$58M1.7M13.1%03
VUG
VANGUARD INDEX FDS
$52M600K11.6%04
IGIB
ISHARES TR
$49M924K11.1%05
GOVT
ISHARES TR
$46M2.0M10.4%06
SCHV
SCHWAB STRATEGIC TR
$36M1.0M8.1%07
SCHB
SCHWAB STRATEGIC TR
$30M1.0M6.6%08
VOO
VANGUARD INDEX FDS
$24M35K5.4%09
VXUS
VANGUARD STAR FDS
$15M171K3.3%10
JMUB
J P MORGAN EXCHANGE TRADED F
$11M220K2.5%

Filing history

2026Q2Jun 30
$445M▲ 9.1%
56 positionsView →2026Q1Mar 31
$407M▼ 0.1%
51 positionsView →2025Q4Dec 31
$408M▲ 1.0%
56 positionsView →2025Q3Sep 30
$404M▲ 8.3%
60 positionsView →2025Q2Jun 30
$373M▲ 21.5%
56 positionsLocked2025Q1Mar 31
$307M▼ 1.3%
59 positionsLocked2024Q4Dec 31
$311M▲ 3.7%
60 positionsLocked2024Q3Sep 30
$300M▲ 17.1%
59 positionsLocked2024Q2Jun 30
$256M▲ 4.1%
56 positionsLocked2024Q1Mar 31
$246M▲ 26.1%
57 positionsLocked2023Q4Dec 31
$195M—
55 positionsLocked