StockDriftsStockDriftsTop 50 Dogwood Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 8.09% | 408.3K | $18.6M | +8.69%(+32.64K) | $45.83(-0.72%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 7.94% | 394.1K | $18.3M | +6.59%(+24.38K) | $44.26(+13.42%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.66% | 47.8K | $15.3M | +10.40%(+4.50K) | $261.19(+40.67%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 5.16% | 50.0K | $11.9M | +10.37%(+4.69K) | $216.73(+36.75%) | 2026-03-31 | |
| OUNZ | VANECK MERK GOLD ETF | 4.5% | 230.1K | $10.4M | -1.38%(-3.21K) | $22.22(+101.38%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.2% | 87.5K | $9.7M | +3.83%(+3.23K) | $90.60(+31.09%) | 2026-03-31 | |
| AVLC | AMERICAN CENTY ETF TR | 3.9% | 115.9K | $9.0M | +2.27%(+2.57K) | $62.78(+40.73%) | 2026-03-31 | |
| SHY | ISHARES TR | 3.85% | 107.4K | $8.9M | +4.96%(+5.08K) | $82.62(-0.56%) | 2026-03-31 | |
| REGL | PROSHARES TR | 3.61% | 96.3K | $8.3M | +6.30%(+5.71K) | $79.57(+10.95%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 3.48% | 146.1K | $8.0M | +9.19%(+12.29K) | $49.85(+21.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.48% | +42.31% |
| Top 20 Holdings Unweighted | +12.73% | +43.27% |
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