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.