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Dogwood Wealth Management - Q2 2026 13F Filings

DO

Dogwood Wealth Management LLC

CIK: 0002056922
Address: Kansas Lenexa 8813 Penrose Ln Ste 350
$253.36 M
Portfolio Value
851
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/06/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VO Vanguard Mid-Cap Etf
+$2.14 M
2. FBND Fidelity Total Bond Etf
+$1.89 M
3. PVAL Putnam Focused Large Cap Value Etf
+$1.66 M
4. VTI Vanguard Total Stock Market Etf
+$1.38 M
5. OUNZ Vaneck Merk Gold Etf
+$1.15 M

Top Sells

Q2 2026
1. BALT Innovator Defined Wealth Shield Etf
−$1.39 M
2. AVLC Avantis Us Large Cap Equity Etf
−$581,321.2
3. XOM Exxon Mobil Corporation
−$547,662
4. DUK Duke Energy Corporation
−$494,043.06
5. VNQ Vanguard Real Estate Etf
−$455,298.63

Asset Allocation

Stocks/ETFs
+10.17%
$252.77 M 99.77%
Options
$0 0.00%
Debt
$0 0.00%
Other
-28.04%
$592,753 0.23%

Sector Allocation (Stocks)

Dogwood Wealth Management Q2 2026 Filing Summary

Dogwood Wealth Management LLC filed its 13F report for Q2 2026 on July 06, 2026. The portfolio totaled 253.36 M reflecting a +10.04% change from the prior quarter, spanning 851 assets. The top 10 holdings comprised 54.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 79 new positions and 87 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 Q2 2026 Filing

Dogwood Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/06/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Dogwood Wealth Management reported a managed portfolio value of 253.76 M, consisting of 851 individual positions.

This page displays the raw filing documents. To see which stocks Dogwood Wealth Management bought or sold during Q2 2026, please visit Dogwood Wealth Management's Portfolio Analysis page.