Dodds Wealth, LLC Top Holdings and 13F Report (2025) About Dodds Wealth, LLCInvestment ActivityDodds Wealth, LLC has $372.91 million in total holdings as of June 30, 2025.Dodds Wealth, LLC owns shares of 56 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 17.44% of the portfolio was purchased this quarter.About 3.41% of the portfolio was sold this quarter.This quarter, Dodds Wealth, LLC has purchased 59 new stocks and bought additional shares in 16 stocks.Dodds Wealth, LLC sold shares of 24 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Corporate Bond ETF $50,134,622SPDR Portfolio Intermediate Term Corporate Bond ETF $49,695,784iShares U.S. Treasury Bond ETF $49,039,941Vanguard Growth ETF $46,171,948iShares 5-10 Year Investment Grade Corporate Bond ETF $41,217,166 Largest New Holdings this Quarter 11135F101 - Broadcom $276,753 Holding30303M102 - Meta Platforms $228,070 Holding Largest Purchases this Quarter Vanguard Growth ETF 76,525 shares (about $33.55M)iShares U.S. Treasury Bond ETF 1,097,218 shares (about $25.21M)Vanguard Intermediate-Term Corporate Bond ETF 26,527 shares (about $2.20M)SPDR Portfolio Intermediate Term Corporate Bond ETF 57,762 shares (about $1.94M)iShares 5-10 Year Investment Grade Corporate Bond ETF 17,225 shares (about $917.92K) Largest Sales this Quarter NVIDIA 2,625 shares (about $414.71K)Vanguard Total International Stock ETF 3,544 shares (about $244.86K)iShares Core S&P 500 ETF 327 shares (about $203.08K)Dimensional International Core Equity Market ETF 5,506 shares (about $190.34K)Berkshire Hathaway 295 shares (about $143.28K) 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 PortfolioSectorVCITVanguard Intermediate-Term Corporate Bond ETF$50,134,622$2,199,620 ▲4.6%604,61413.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$49,695,784$1,939,648 ▲4.1%1,479,92213.3%ETFGOVTiShares U.S. Treasury Bond ETF$49,039,941$25,214,070 ▲105.8%2,134,02713.2%ETFVUGVanguard Growth ETF$46,171,948$33,548,631 ▲265.8%105,31912.4%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$41,217,166$917,921 ▲2.3%773,45011.1%ManufacturingSCHVSchwab U.S. Large-Cap Value ETF$30,726,446$124,045 ▲0.4%1,110,4618.2%ETFSCHBSchwab US Broad Market ETF$20,897,878$387,809 ▲1.9%876,9575.6%ETFVOOVanguard S&P 500 ETF$17,884,356$72,708 ▲0.4%31,4854.8%ETFVXUSVanguard Total International Stock ETF$11,258,034$244,856 ▼-2.1%162,9473.0%ETFXLKTechnology Select Sector SPDR Fund$5,696,414$6,837 ▼-0.1%22,4951.5%ETFDFAUDimensional US Core Equity Market ETF$5,499,639$51,891 ▲1.0%129,8311.5%ETFDFAIDimensional International Core Equity Market ETF$5,145,176$190,342 ▼-3.6%148,8341.4%ETFVNQVanguard Real Estate ETF$4,284,100$50,229 ▼-1.2%48,1041.1%ETFVYMVanguard High Dividend Yield ETF$4,100,990$77,319 ▼-1.9%30,7631.1%ETFAAPLApple$2,752,638$65,861 ▼-2.3%13,4160.7%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,136,8340.0%11,7580.6%ETFDFUSDimensional U.S. Equity ETF$1,899,231$12,734 ▼-0.7%28,3380.5%ETFNVDANVIDIA$1,787,770$414,713 ▼-18.8%11,3160.5%Computer and TechnologyBRK.BBerkshire Hathaway$1,682,950$143,281 ▼-7.8%3,4650.5%FinanceSPYSPDR S&P 500 ETF Trust$1,631,408$25,336 ▼-1.5%2,6400.4%FinanceIJHiShares Core S&P Mid-Cap ETF$1,376,389$16,993 ▼-1.2%22,1930.4%ETFXLVHealth Care Select Sector SPDR Fund$1,259,960$50,544 ▼-3.9%9,3480.3%ETFGOOGAlphabet$1,043,4490.0%5,8820.3%Computer and TechnologyDVYiShares Select Dividend ETF$1,004,298$38,249 ▼-3.7%7,5620.3%ETFIVViShares Core S&P 500 ETF$988,707$203,082 ▼-17.0%1,5920.3%ETFWELLWelltower$987,2540.0%6,4220.3%FinanceVTVanguard Total World Stock ETF$974,689$643 ▲0.1%7,5840.3%ETFMSFTMicrosoft$911,931$12,438 ▲1.4%1,8330.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$751,937$57 ▼0.0%13,1900.2%ETFAMZNAmazon.com$750,314$71,302 ▼-8.7%3,4200.2%Retail/WholesaleQQQInvesco QQQ$725,885$18,202 ▲2.6%1,3160.2%FinanceIYWiShares U.S. Technology ETF$693,305$173 ▲0.0%4,0010.2%ManufacturingCBZCBIZ$626,8890.0%8,7420.2%Business ServicesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$558,722$10,974 ▼-1.9%10,5900.1%ManufacturingGOOGLAlphabet$523,622$29,785 ▼-5.4%2,9710.1%Computer and TechnologyJNJJohnson & Johnson$463,779$82,490 ▼-15.1%3,0360.1%MedicalJPMJPMorgan Chase & Co.$436,894$43,776 ▼-9.1%1,5070.1%FinanceMARMarriott International$378,524$103,308 ▼-21.4%1,3850.1%Consumer DiscretionaryPEPPepsiCo$353,257$39,618 ▼-10.1%2,6750.1%Consumer StaplesUSBU.S. Bancorp$346,525$7,104 ▼-2.0%7,6580.1%FinancePFFiShares Preferred and Income Securities ETF$335,863$25,434 ▲8.2%10,9470.1%ETFDISWalt Disney$330,8470.0%2,6680.1%Consumer DiscretionaryPTYPimco Corporate & Income Opportunity Fund$321,5020.0%23,1130.1%FinanceHCAHCA Healthcare$306,4800.0%8000.1%MedicalWMTWalmart$293,3400.0%3,0000.1%Retail/WholesalePAYXPaychex$285,3760.0%1,9620.1%Computer and TechnologyAVGOBroadcom$276,753$276,753 ▲New Holding1,0040.1%Computer and TechnologyKOCocaCola$264,5820.0%3,7400.1%Consumer StaplesPGProcter & Gamble$251,861$23,896 ▲10.5%1,5810.1%Consumer StaplesEQALInvesco Russell 1000 Equal Weight ETF$250,7790.0%5,0930.1%ETFVOEVanguard Mid-Cap Value ETF$244,959$1,481 ▼-0.6%1,4890.1%ETFDFARDimensional US Real Estate ETF$241,9850.0%10,3150.1%ETFMETAMeta Platforms$228,070$228,070 ▲New Holding3090.1%Computer and TechnologyLLYEli Lilly and Company$211,3900.0%2710.1%MedicalSCHHSchwab U.S. REIT ETF$201,829$106 ▲0.1%9,5380.1%ETFLPSNLivePerson$68,0760.0%67,4020.0%Computer and TechnologySCHASchwab US Small-Cap ETF$0$6,123,561 ▼-100.0%00.0%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$0$2,874,923 ▼-100.0%00.0%ETFDFASDimensional U.S. Small Cap ETF$0$776,873 ▼-100.0%00.0%ETFNUSCNuveen ESG Small-Cap ETF$0$527,478 ▼-100.0%00.0%ETFVTWOVanguard Russell 2000 ETF$0$471,117 ▼-100.0%00.0%ETFShowing 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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