Dogwood Wealth Management LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location lenexa, KSCIK 0002056922All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
766 | $227.19M | FBND, PVAL, VTI, QQQM | 13F-HR | Feb 4, 2026 | 000205692226000001 | ||
750 | $219.98M | FBND, SPYV, VTI, QQQM | 13F-HR | Nov 12, 2025 | 000205692225000011 | ||
694 | $204.74M | FBND, SPYV, VTI, QQQM | 13F-HR | Jul 18, 2025 | 000205692225000007 | ||
535 | $190.19M | FBND, SPYV, VTI, AVLC | 13F-HR | Apr 30, 2025 | 000205692225000006 | ||
283 | $189.05M | FBND, SPYV, VTI, AVLC | 13F-HR | Mar 4, 2025 | 000205692225000005 | ||
591 | $173.88M | STIP, AVLC, SPYV, VTI | 13F-HR | Feb 28, 2025 | 000205692225000003 | ||
626 | $162.35M | STIP, AVLC, SPYV, VTI | 13F-HR | Mar 4, 2025 | 000205692225000004 | ||
626 | $147.88M | STIP, SPDR SER TR, VTI, MUB | 13F-HR | Feb 28, 2025 | 000205692225000002 | ||
611 | $127.94M | STIP, SPDR SER TR, AVIG, IVV | 13F-HR | Feb 28, 2025 | 000205692225000001 |