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Dogwood Wealth Management - Q1 2026 13F Filings

DO

Dogwood Wealth Management LLC

CIK: 0002056922
Address: Kansas Lenexa 8813 Penrose Ln Ste 350
$230.25 M
Portfolio Value
859
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/06/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. FBND Fidelity Total Bond Etf
+$1.49 M
2. VTI Vanguard Total Stock Market Etf
+$1.44 M
3. BALT Innovator Defined Wealth Shield Etf
+$1.39 M
4. PVAL Putnam Focused Large Cap Value Etf
+$1.13 M
5. QQQM Invesco Nasdaq 100 Etf
+$1.11 M

Top Sells

Q1 2026
1. CVX Chevron Corporation
−$647,393.51
2. KMI Kinder Morgan
−$645,322.74
3. CSCO Cisco Systems
−$531,725.54
4. AMZN Amazoncom
−$518,780.46
5. UBER Uber Technologies
−$496,471.88

Asset Allocation

Stocks/ETFs
+0.98%
$229.43 M 99.64%
Options
$0 0.00%
Debt
$0 0.00%
Other
+100.00%
$823,747 0.36%

Sector Allocation (Stocks)

Dogwood Wealth Management Q1 2026 Filing Summary

Dogwood Wealth Management LLC filed its 13F report for Q1 2026 on May 12, 2026. The portfolio totaled 230.25 M reflecting a +1.35% change from the prior quarter, spanning 859 assets. The top 10 holdings comprised 51.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 176 new positions and 67 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Dogwood Wealth Management’s Q1 2026 Filing

Dogwood Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 05/12/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Dogwood Wealth Management reported a managed portfolio value of 230.25 M, consisting of 860 individual positions.

This page displays the raw filing documents. To see which stocks Dogwood Wealth Management bought or sold during Q1 2026, please visit Dogwood Wealth Management's Portfolio Analysis page.