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

Dogwood Wealth Management LLC

$253M in tracked AUM across 851 positions as of Q2 2026.

DW
CIK 0002056922 · last filed Jun 30, 2026
Total AUM
$253M
as of Q2 2026
Holdings
851
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Dogwood Wealth Management 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
PVAL
PUTNAM ETF TRUST
$22M427K8.6%02
FBND
FIDELITY MERRIMACK STR TR
$20M450K8.1%03
VTI
VANGUARD INDEX FDS
$19M52K7.5%04
QQQM
INVESCO EXCH TRADED FD TR II
$16M51K6.1%05
AVUV
AMERICAN CENTY ETF TR
$12M93K4.6%06
OUNZ
VANECK MERK GOLD ETF
$10M260K4.0%07
AVLC
AMERICAN CENTY ETF TR
$10M109K3.9%08
REGL
PROSHARES TR
$10M107K3.9%09
IDMO
INVESCO EXCH TRADED FD TR II
$10M160K3.8%10
SHY
ISHARES TR
$9M111K3.6%

Filing history

2026Q2Jun 30
$253M▲ 10.0%
851 positionsView →2026Q1Mar 31
$230M▲ 1.3%
860 positionsView →2025Q4Dec 31
$227M▲ 3.3%
766 positionsView →2025Q3Sep 30
$220M▲ 7.4%
750 positionsView →2025Q2Jun 30
$205M▲ 218.5%
694 positionsLocked2025Q1Mar 31
$64M▼ 66.0%
254 positionsLocked2024Q4Dec 31
$189M▲ 8.7%
283 positionsLocked2024Q3Sep 30
$174M▲ 7.1%
591 positionsLocked2024Q2Jun 30
$162M▲ 9.8%
626 positionsLocked2024Q1Mar 31
$148M▲ 15.6%
626 positionsLocked2023Q4Dec 31
$128M—
611 positionsLocked