Dogwood Wealth Management LLC Portfolio Holdings

Dogwood Wealth Management LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $220 Billion distributed in 750 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 $15B, Spdr Portfolio S&P 500 Value E with a value of $14.1B, Vanguard Total Stock Market Et with a value of $13B, Invesco Exchange Traded Fd Tr with a value of $10.5B, and American Centy ETF Tr with a value of $9.27B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $205B to 220B. Also it can be appreciated an additional of 127 stocks purchases and 2 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.