account_balance

Investment manager · 13F filer · SEC CIK 1973728

Dodds Wealth, LLC

Reported value$444Mas of Sep 30, 2026
Positions58 6 new, 4 sold out
Top 10 weight81.9%SPIB alone is 12%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPIB SPDR Series Trust 12.5% Held
VCIT Vanguard Scottsdale FDS 12.3% Trimmed −2%
VUG Vanguard Index FDS 12.1% Held
IGIB iShares Tr 10.0% Trimmed −5%
GOVT iShares Tr 9.5% Trimmed −5%
SCHV Schwab Strategic Tr 7.6% Held
SCHB Schwab Strategic Tr 7.1% Added +6%
VOO Vanguard Index FDS 5.8% Added +5%
VXUS Vanguard Star FDS 3.4% Added +4%
XLK Select Sector SPDR Tr 1.6% Held
JMUB J P Morgan Exchange Traded F 1.6% Trimmed −34%
DFAU Dimensional ETF Trust 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Aug 6, 2026 filing
add_circleNew
  • MUB $3.73M
  • VGIT $3.41M
  • VTC $2.85M
  • USIG $2.64M
arrow_upwardAdded
  • IGSB +490%
  • SCHB +6%
  • VOO +5%
  • VXUS +4%
arrow_downwardTrimmed
  • JMUB −34%
  • MSFT −8%
  • GOVT −5%
  • IGIB −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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