Dodds Wealth, LLC Top Holdings and 13F Report (2026) About Dodds Wealth, LLCInvestment ActivityDodds Wealth, LLC has $443.84 million in total holdings as of September 30, 2026.Dodds Wealth, LLC owns shares of 58 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.40% of the portfolio was purchased this quarter.About 2.88% of the portfolio was sold this quarter.This quarter, Dodds Wealth, LLC has purchased 56 new stocks and bought additional shares in 19 stocks.Dodds Wealth, LLC sold shares of 18 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $55,405,739Vanguard Intermediate-Term Corporate Bond ETF $54,371,842Vanguard Growth ETF $53,782,253iShares 5-10 Year Investment Grade Corporate Bond ETF $44,288,387iShares U.S. Treasury Bond ETF $42,182,348 Largest New Holdings this Quarter 464288414 - iShares National Muni Bond ETF $3,725,100 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $3,408,622 Holding92206C573 - Vanguard Total Corporate Bond ETF $2,852,325 Holding464288620 - iShares Broad USD Investment Grade Corporate Bond ETF $2,640,813 Holding05589G102 - The Baldwin Insurance Group $502,028 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 36,846 shares (about $3.73M)Vanguard Intermediate-Term Treasury ETF 60,159 shares (about $3.41M)Vanguard Total Corporate Bond ETF 39,191 shares (about $2.85M)iShares Broad USD Investment Grade Corporate Bond ETF 54,215 shares (about $2.64M)iShares 1-5 Year Investment Grade Corporate Bond ETF 39,661 shares (about $2.03M) Largest Sales this Quarter J P MORGAN EXCHANGE TRADED F 74,174 shares (about $3.53M)iShares U.S. Treasury Bond ETF 110,462 shares (about $2.42M)iShares 5-10 Year Investment Grade Corporate Bond ETF 44,322 shares (about $2.23M)Vanguard Intermediate-Term Corporate Bond ETF 17,713 shares (about $1.39M)SPDR Portfolio Intermediate Term Corporate Bond ETF 28,773 shares (about $928.79K) 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$55,405,739$928,792 ▼-1.6%1,716,41112.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$54,371,842$1,387,106 ▼-2.5%694,31512.3%ETFVUGVanguard Growth ETF$53,782,253$297,273 ▼-0.5%596,85112.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$44,288,387$2,231,614 ▼-4.8%879,61010.0%ETFGOVTiShares U.S. Treasury Bond ETF$42,182,348$2,415,804 ▼-5.4%1,928,7779.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$33,824,729$487,125 ▼-1.4%1,015,4537.6%ETFSCHBSchwab US Broad Market ETF$31,639,918$1,728,821 ▲5.8%1,079,4927.1%ETFVOOVanguard S&P 500 ETF$25,827,376$1,242,624 ▲5.1%36,8515.8%ETFVXUSVanguard Total International Stock ETF$15,138,713$633,123 ▲4.4%178,1863.4%ETFXLKTechnology Select Sector SPDR Fund$7,163,268$5,285 ▼-0.1%36,5941.6%ETFJ P MORGAN EXCHANGE TRADED F$6,958,468$3,529,193 ▼-33.7%146,2481.6%MUNICIPAL ETFDFAUDimensional US Core Equity Market ETF$6,365,950$65,450 ▼-1.0%121,5801.4%ETFDFAIDimensional International Core Equity Market ETF$5,722,773$117,620 ▼-2.0%138,1311.3%ETFVNQVanguard Real Estate ETF$4,780,777$165,816 ▲3.6%53,3391.1%ETFAAPLApple$4,479,154$21,313 ▲0.5%13,4501.0%TechnologyVYMVanguard High Dividend Yield ETF$3,931,602$10,088 ▲0.3%25,3320.9%ETFMUBiShares National Muni Bond ETF$3,725,100$3,725,100 ▲New Holding36,8460.8%ETFVGITVanguard Intermediate-Term Treasury ETF$3,408,622$3,408,622 ▲New Holding60,1590.8%ETFVTCVanguard Total Corporate Bond ETF$2,852,325$2,852,325 ▲New Holding39,1910.6%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$2,640,813$2,640,813 ▲New Holding54,2150.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,446,758$2,031,844 ▲489.7%47,7600.6%ETFRSPInvesco S&P 500 Equal Weight ETF$2,446,719$208 ▲0.0%11,7620.6%ETFNVDANVIDIA$2,334,7210.0%10,2230.5%TechnologyDFUSDimensional U.S. Equity ETF$2,283,572$3,238 ▲0.1%27,5030.5%ETFGOOGAlphabet$2,038,4330.0%5,9820.5%Communication ServicesSPYSPDR S&P 500 ETF Trust$1,874,568$24,404 ▲1.3%2,4580.4%ETFBRK.BBerkshire Hathaway$1,708,2170.0%3,4310.4%FinanceIJHiShares Core S&P Mid-Cap ETF$1,289,660$15,110 ▲1.2%17,9240.3%ETFXLVHealth Care Select Sector SPDR Fund$1,249,214$4,716 ▲0.4%7,4170.3%ETFDVYiShares Select Dividend ETF$1,208,602$8,059 ▼-0.7%7,9480.3%ETFVTVanguard Total World Stock ETF$1,189,257$789 ▼-0.1%7,5340.3%ETFIVViShares Core S&P 500 ETF$1,139,774$2,298 ▲0.2%1,4880.3%ETFWELLWelltower$1,093,1800.0%4,7480.2%Real EstateGOOGLAlphabet$1,083,9350.0%3,1500.2%Communication ServicesIYWiShares U.S. Technology ETF$1,008,876$11,124 ▼-1.1%3,8090.2%ETFQQQInvesco QQQ$945,754$21,461 ▼-2.2%1,2780.2%ETFMSFTMicrosoft$898,137$75,913 ▼-7.8%1,7510.2%TechnologyAMZNAmazon.com$856,578$20,929 ▼-2.4%3,4380.2%Consumer DiscretionaryJNJJohnson & Johnson$744,618$2,912 ▲0.4%2,8130.2%HealthcareCBZCBIZ$740,6120.0%13,5420.2%IndustrialsVEAVanguard FTSE Developed Markets ETF$690,702$424 ▲0.1%9,7820.2%ETFPFFiShares Preferred and Income Securities ETF$532,587$5,782 ▲1.1%18,0540.1%ETFJPMJPMorgan Chase & Co.$512,075$331 ▲0.1%1,5480.1%FinanceBRPThe Baldwin Insurance Group$502,028$502,028 ▲New Holding15,7920.1%FinanceUSBU.S. Bancorp$442,3260.0%7,6580.1%FinanceMARMarriott International$427,6820.0%1,2020.1%Consumer DiscretionaryPNCThe PNC Financial Services Group$382,9540.0%1,7230.1%FinancePWVInvesco Large Cap Value ETF$371,963$27,773 ▼-6.9%4,8750.1%ETFHCAHCA Healthcare$341,3920.0%8000.1%HealthcareKOCoca-Cola$322,5830.0%3,7470.1%Consumer StaplesLLYEli Lilly and Company$313,7720.0%2710.1%HealthcareWALMART INC$311,7600.0%3,0000.1%COMEQALInvesco Russell 1000 Equal Weight ETF$291,6760.0%5,0930.1%ETFVOEVanguard Mid-Cap Value ETF$280,969$2,737 ▲1.0%1,4370.1%ETFPEPPepsiCo$277,691$2,408 ▲0.9%2,1910.1%Consumer StaplesDISWalt Disney$272,950$6,819 ▼-2.4%2,6020.1%Communication ServicesPALANTIR TECHNOLOGIES INC$254,014$254,014 ▲New Holding1,3580.1%CL ADFA INVT DIMENSIONS GROUP IN$242,586$242,586 ▲New Holding10,0410.1%REAL ESTATE SECUDFARDimensional US Real Estate ETF$0$269,835 ▼-100.0%00.0%ETFCWCurtiss-Wright$0$236,421 ▼-100.0%00.0%IndustrialsPGProcter & Gamble$0$226,243 ▼-100.0%00.0%Consumer StaplesAVGOBroadcom$0$206,668 ▼-100.0%00.0%TechnologyVIGVanguard Dividend Appreciation ETF$0$201,465 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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