StockDriftsStockDriftsTop 50 Dodds Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 13.24% | 712.0K | $58.8M | +3.93%(+26.91K) | $79.85(+1.73%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 13.13% | 1.75M | $58.4M | +4.14%(+69.37K) | $32.75(+1.13%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 11.63% | 600.1K | $51.7M | -1.29%(-7.84K) | $66.24(+34.45%) | 2026-06-30 | |
| IGIB | ISHARES TR | 11.05% | 923.9K | $49.1M | +3.90%(+34.71K) | $51.25(+2.02%) | 2026-06-30 | |
| GOVT | ISHARES TR | 10.45% | 2.04M | $46.5M | +2.43%(+48.34K) | $22.98(-2.32%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 8.07% | 1.03M | $35.9M | -1.06%(-11.05K) | $24.66(+41.92%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 6.65% | 1.02M | $29.6M | +1.26%(+12.66K) | $21.44(+39.48%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.42% | 35.1K | $24.1M | +2.27%(+778) | $463.06(+53.55%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 3.28% | 170.7K | $14.6M | -0.19%(-332) | $58.95(+48.05%) | 2026-06-30 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2.51% | 220.4K | $11.2M | +9.01%(+18.22K) | $50.39(-0.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +34.08% |
Dodds Wealth, LLC reports $444.57M in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are VCIT (13.2%), SPIB (13.1%) and VUG (11.6%). The top 20 holdings account for 94.64% of reported assets. Its disclosed equity book has returned +20.97% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dodds Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1973728). View Dodds Wealth, LLC’s 13F filings on SEC