Dodds Wealth, LLC Top Holdings and 13F Report (2025) About Dodds Wealth, LLCInvestment ActivityDodds Wealth, LLC has $306.86 million in total holdings as of March 31, 2025.Dodds Wealth, LLC owns shares of 59 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.89% of the portfolio was purchased this quarter.About 3.34% of the portfolio was sold this quarter.This quarter, Dodds Wealth, LLC has purchased 60 new stocks and bought additional shares in 23 stocks.Dodds Wealth, LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $47,272,607Vanguard Intermediate-Term Corporate Bond ETF $47,264,393iShares 5-10 Year Investment Grade Corporate Bond ETF $39,716,943Schwab U.S. Large-Cap Value ETF $29,396,901iShares U.S. Treasury Bond ETF $23,831,047 Largest Purchases this Quarter Schwab US Broad Market ETF 108,673 shares (about $2.34M)Vanguard Total International Stock ETF 27,435 shares (about $1.70M)Dimensional US Core Equity Market ETF 37,130 shares (about $1.43M)SPDR S&P 500 ETF Trust 2,078 shares (about $1.16M)SPDR Portfolio Intermediate Term Corporate Bond ETF 30,922 shares (about $1.03M) Largest Sales this Quarter Schwab U.S. Large-Cap Value ETF 172,198 shares (about $4.58M)Vanguard High Dividend Yield ETF 16,621 shares (about $2.14M)Health Care Select Sector SPDR Fund 10,131 shares (about $1.48M)Vanguard Real Estate ETF 14,641 shares (about $1.33M)Technology Select Sector SPDR Fund 777 shares (about $160.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDodds Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$47,272,607$1,027,847 ▲2.2%1,422,16015.4%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$47,264,393$527,843 ▲1.1%578,08715.4%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$39,716,943$506,766 ▲1.3%756,22512.9%ManufacturingSCHVSchwab U.S. Large-Cap Value ETF$29,396,901$4,577,024 ▼-13.5%1,105,9789.6%ETFGOVTiShares U.S. Treasury Bond ETF$23,831,047$696,652 ▲3.0%1,036,8097.8%ETFSCHBSchwab US Broad Market ETF$18,530,509$2,339,730 ▲14.5%860,6836.0%ETFVOOVanguard S&P 500 ETF$16,114,863$935,327 ▲6.2%31,3575.3%ETFVUGVanguard Growth ETF$10,677,350$4,450 ▼0.0%28,7943.5%ETFVXUSVanguard Total International Stock ETF$10,339,099$1,703,715 ▲19.7%166,4913.4%ETFSCHASchwab US Small-Cap ETF$6,123,561$421,224 ▲7.4%261,3562.0%ETFDFAUDimensional US Core Equity Market ETF$4,943,615$1,427,277 ▲40.6%128,6061.6%ETFDFAIDimensional International Core Equity Market ETF$4,820,041$60,399 ▼-1.2%154,3401.6%ETFXLKTechnology Select Sector SPDR Fund$4,650,384$160,436 ▼-3.3%22,5221.5%ETFVNQVanguard Real Estate ETF$4,406,444$1,325,609 ▼-23.1%48,6681.4%ETFVYMVanguard High Dividend Yield ETF$4,041,987$2,143,441 ▼-34.7%31,3431.3%ETFAAPLApple$3,051,382$20,658 ▼-0.7%13,7371.0%Computer and TechnologyUSHYiShares Broad USD High Yield Corporate Bond ETF$2,874,923$381,092 ▲15.3%78,1020.9%ETFRSPInvesco S&P 500 Equal Weight ETF$2,036,776$11,953 ▼-0.6%11,7580.7%ETFBRK.BBerkshire Hathaway$2,002,2350.0%3,7600.7%FinanceDFUSDimensional U.S. Equity ETF$1,725,359$10,161 ▼-0.6%28,5280.6%ETFNVDANVIDIA$1,510,965$36,959 ▼-2.4%13,9410.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,499,941$1,162,580 ▲344.6%2,6810.5%FinanceXLVHealth Care Select Sector SPDR Fund$1,419,655$1,479,227 ▼-51.0%9,7230.5%ETFIJHiShares Core S&P Mid-Cap ETF$1,310,946$84,316 ▼-6.0%22,4670.4%ETFIVViShares Core S&P 500 ETF$1,078,419$42,710 ▼-3.8%1,9190.4%ETFDVYiShares Select Dividend ETF$1,054,165$6,446 ▲0.6%7,8500.3%ETFWELLWelltower$983,9150.0%6,4220.3%FinanceGOOGAlphabet$918,9740.0%5,8820.3%Computer and TechnologyVTVanguard Total World Stock ETF$878,792$928 ▲0.1%7,5790.3%ETFDFASDimensional U.S. Small Cap ETF$776,873$58,794 ▲8.2%13,0020.3%ETFAMZNAmazon.com$712,524$5,518 ▼-0.8%3,7450.2%Retail/WholesaleMSFTMicrosoft$678,771$4,505 ▼-0.7%1,8080.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$670,473$3,101 ▼-0.5%13,1910.2%ETFCBZCBIZ$663,1680.0%8,7420.2%Business ServicesQQQInvesco QQQ$601,511$1,406 ▲0.2%1,2830.2%FinanceJNJJohnson & Johnson$593,031$79,933 ▲15.6%3,5760.2%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$565,488$55,931 ▼-9.0%10,7980.2%ManufacturingIYWiShares U.S. Technology ETF$561,721$324,675 ▲137.0%4,0000.2%ManufacturingNUSCNuveen ESG Small-Cap ETF$527,478$28,103 ▲5.6%13,7580.2%ETFGOOGLAlphabet$485,6070.0%3,1400.2%Computer and TechnologyVTWOVanguard Russell 2000 ETF$471,117$241,406 ▲105.1%5,8410.2%ETFPEPPepsiCo$446,1280.0%2,9750.1%Consumer StaplesMARMarriott International$420,058$59,804 ▲16.6%1,7630.1%Consumer DiscretionaryJPMJPMorgan Chase & Co.$406,7070.0%1,6580.1%FinancePTYPIMCO Corporate & Income Opportunity Fund$334,2140.0%23,1130.1%FinanceUSBU.S. Bancorp$329,9490.0%7,8150.1%FinancePFFiShares Preferred and Income Securities ETF$310,926$3,411 ▲1.1%10,1180.1%ETFPAYXPaychex$302,6790.0%1,9620.1%Business ServicesHCAHCA Healthcare$276,4400.0%8000.1%MedicalKOCoca-Cola$267,8250.0%3,7400.1%Consumer StaplesWMTWalmart$263,3700.0%3,0000.1%Retail/WholesaleDISWalt Disney$263,323$2,862 ▼-1.1%2,6680.1%Consumer DiscretionaryDFARDimensional US Real Estate ETF$245,1830.0%10,3150.1%ETFPGProcter & Gamble$243,8450.0%1,4310.1%Consumer StaplesEQALInvesco Russell 1000 Equal Weight ETF$240,6950.0%5,0930.1%ETFVOEVanguard Mid-Cap Value ETF$240,435$161 ▲0.1%1,4980.1%ETFLLYEli Lilly and Company$223,9670.0%2710.1%MedicalSCHHSchwab U.S. REIT ETF$205,045$86 ▲0.0%9,5330.1%ETFLPSNLivePerson$53,8610.0%67,4020.0%Computer and TechnologyTSLATesla$0$231,631 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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