Dogwood Wealth Management LLC (CIK: 0002056922) is a financial institution headquartered at 8813 Penrose Ln, Ste 350, Lenexa, Kansas 66219. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $253.36 M, comprising 851 distinct securities. Over its filing history, it has submitted 11 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 54.2%. Quarterly turnover: 5.2%. ▲ 79 new, +331 added, −211 reduced, ×87 exited.

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

Stocks/ETFs

+10.17%

$252.77 M 99.77%

Options

$0 0.00%

Debt

$0 0.00%

Other

-28.04%

$592,753 0.23%

Name	Shares	Market Value	Weight	Change	Activity
Putnam Focused Large Cap Value Etf ETF-PVAL	426,694	$21.74 M	8.58%	▲ 32,618	Add 8.3%
Fidelity Total Bond Etf ETF-FBND	449,753	$20.46 M	8.08%	▲ 41,444	Add 10.2%
Vanguard Total Stock Market Etf ETF-VTI	51,529	$19.07 M	7.53%	▲ 3,720	Add 7.8%
Invesco Nasdaq 100 Etf ETF-QQQM	51,179	$15.51 M	6.12%	▲ 1,226	Add 2.5%
Avantis Us Small Cap Value Etf ETF-AVUV	93,148	$11.62 M	4.59%	▲ 5,601	Add 6.4%
Vaneck Merk Gold Etf ETF-OUNZ	259,990	$10.03 M	3.96%	▲ 29,911	Add 13.0%
Avantis Us Large Cap Equity Etf ETF-AVLC	109,391	$9.84 M	3.88%	▼ 6,462	Reduce -5.6%
Proshares S&P Midcap 400 Dividend Aristocrats Etf ETF-REGL	107,264	$9.82 M	3.88%	▲ 10,943	Add 11.4%
Invesco S&P International Developed Momentum Etf ETF-IDMO	160,272	$9.66 M	3.81%	▲ 14,213	Add 9.7%
Ishares 1-3 Year Treasury Bond Etf ETF-SHY	111,404	$9.15 M	3.61%	▲ 4,023	Add 3.8%

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Dogwood Wealth Management LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Dogwood Wealth Management LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 11 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Dogwood Wealth Management LLC Quarterly 13F Statistics

Discover detailed insights into Dogwood Wealth Management LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Dogwood Wealth Management LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Dogwood Wealth Management LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Dogwood Wealth Management LLC 13F Filings, Portfolio & Analysis

Dogwood Wealth Management LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Dogwood Wealth Management LLC's Portfolio

Dogwood Wealth Management LLC Quarterly 13F Statistics

Dogwood Wealth Management LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)