account_balance
Investment manager · 13F filer · SEC CIK 2056922
Dogwood Wealth Management LLC
Reported value$253Mas of Sep 30, 2026
Positions865 116 new, 99 sold out
Top 10 weight57.2%BND alone is 8%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BNDVanguard Bd Index FDS
8.4%Added +8395%
VTIVanguard Index FDS
7.9%Added +4%
PVALPutnam ETF Trust
7.0%Trimmed −21%
SPYGSPDR Series Trust
6.5%Added +79%
QQQMInvesco Exch Traded Fd Tr II
6.3%Added +2%
IJHiShares Tr
5.0%New
AVUVAmerican Centy ETF Tr
4.4%
IDMOInvesco Exch Traded Fd Tr II
4.1%Added +6%
SPTSSPDR Series Trust
3.8%New
AVLCAmerican Centy ETF Tr
3.7%Trimmed −5%
PAAAPgim ETF Tr
3.1%New
OUNZVanEck Merk Gold ETF
3.0%Trimmed −28%
BNDVanguard Bd Index FDS
8.4%Added +8395%
VTIVanguard Index FDS
7.9%Added +4%
PVALPutnam ETF Trust
7.0%Trimmed −21%
SPYGSPDR Series Trust
6.5%Added +79%
QQQMInvesco Exch Traded Fd Tr II
6.3%Added +2%
IJHiShares Tr
5.0%
AVUVAmerican Centy ETF Tr
4.4%
IDMOInvesco Exch Traded Fd Tr II
4.1%
SPTSSPDR Series Trust
3.8%
AVLC3.7%
PAAA
OUNZBoxes 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
BND Vanguard Bd Index FDS 8.4% Added +8395%
VTI Vanguard Index FDS 7.9% Added +4%
PVAL Putnam ETF Trust 7.0% Trimmed −21%
SPYG SPDR Series Trust 6.5% Added +79%
QQQM Invesco Exch Traded Fd Tr II 6.3% Added +2%
IJH iShares Tr 5.0% New
AVUV American Centy ETF Tr 4.4% Held
IDMO Invesco Exch Traded Fd Tr II 4.1% Added +6%
SPTS SPDR Series Trust 3.8% New
AVLC American Centy ETF Tr 3.7% Trimmed −5%
PAAA Pgim ETF Tr 3.1% New
OUNZ VanEck Merk Gold ETF 3.0% Trimmed −28%What changed
Biggest moves since Jun 30, 2026
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