Dogwood Wealth Management LLC has filed its 13F form on March 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $189 Billion distributed in 283 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $12.1B, Spdr Portfolio S&P 500 Value E with a value of $10.6B, Vanguard Total Stock Market Et with a value of $9.46B, American Centy ETF Tr with a value of $9.42B, and Invesco Qqq Trust, Series 1 with a value of $7.87B.

Examining the 13F form we can see an increase of $26.7B in the current position value, from $162B to 189B. Also it can be appreciated an additional of 91 stocks purchases and 422 closed positions.

Dogwood Wealth Management LLC is based out at Lenexa, KS

Below you can find more details about Dogwood Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $189 Billion
ETFs: $132 Billion
Technology: $14.4 Billion
Industrials: $5.65 Billion
Consumer Cyclical: $4.58 Billion
Consumer Defensive: $4.19 Billion
Financial Services: $4.05 Billion
Healthcare: $3.73 Billion
Communication Services: $3.3 Billion
Other: $3.68 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 283
  • Current Value $189 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 91 stocks
  • Additional Purchases 111 stocks
  • Sold out of 422 stocks
  • Reduced holdings in 51 stocks
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