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CIK: 0001717658
Total reported value
$460.1M
$460.1M
113 檔
23.5%
According to the latest 13F quarterly dataset, DeDora Capital, Inc. managed an equity portfolio of $460.1M at the end of Q1 2025, spanning 113 distinct U.S. exchange-listed positions.
In Q1 2025, DeDora Capital, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.78% | -1.20% | -1.19% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 7.72% | -0.44% | -1.65% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.60% | +0.42% | -1.06% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.40% | -0.68% | +0.94% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 4.64% | +0.57% | +0.66% | |
| 6 | CGXU | Cap Group Intl Focus | ETF-Other | 4.29% | +0.55% | +0.51% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.75% | +0.05% | -4.49% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.75% | -0.02% | -1.71% | |
| 9 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 3.59% | — | +3.17% | |
| 10 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 2.80% | -0.29% | -10.64% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.48% | -0.08% | -2.18% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.06% | -0.98% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | -0.02% | -2.05% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.75% | -0.06% | -8.47% | |
| 15 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.71% | +0.31% | -12.76% | |
| 16 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 1.45% | +0.05% | +39.66% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.44% | +0.01% | -1.34% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | -0.01% | -0.92% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.39% | -0.01% | -3.39% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.34% | +0.17% | -1.35% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.32% | +0.15% | +0.13% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | +0.10% | -12.21% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.15% | -0.15% | +2.48% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.11% | -0.03% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.11% | +0.45% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.12% | -0.42% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.96% | +0.05% | -1.28% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | — | -0.59% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.88% | -0.13% | +0.02% | |
| 30 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.84% | +0.14% | -16.61% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.77% | -0.02% | — | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.21% | -1.62% | |
| 33 | CMF | Ishares California Muni Bond | ETF-Other | 0.74% | -0.13% | +12.21% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.05% | -0.39% | |
| 35 | APP | Applovin Corp-class A | Stock-Tech | 0.71% | +0.11% | — | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | -0.21% | +4.35% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.70% | — | +1.88% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.69% | -0.05% | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.18% | +10.28% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.14% | -0.34% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.63% | -0.13% | +0.57% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.62% | -0.02% | +0.49% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.06% | +0.18% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.58% | -0.05% | -0.09% | |
| 45 | FTCS | First Trust Capital Strength | ETF-Other | 0.56% | -0.05% | -8.57% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.53% | -0.05% | +5.86% | |
| 47 | CGSD | Cap Group Short Duration | ETF-Other | 0.50% | -0.05% | +10.76% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.49% | -0.08% | +0.94% | |
| 49 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.46% | +0.26% | -6.39% | |
| 50 | XEL | Xcel Energy Inc | Stock-Utilities | 0.42% | — | +2.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 2 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 3 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 4 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 5 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 6 | CGXU | Cap Group Intl Focus | — | NEW | New buy |
| 7 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 8 | AAPL | Apple Inc | — | NEW | New buy |
| 9 | CGMS | Cap Group US Multi-sect Bond | — | NEW | New buy |
| 10 | VCEB | Vanguard Esg US CORP Bond | — | NEW | New buy |
| 11 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 12 | MSFT | Microsoft CORP | — | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 14 | NVDA | Nvidia CORP | — | NEW | New buy |
| 15 | NULG | Nuveen Esg Lrg-cap Grw ETF | — | NEW | New buy |
| 16 | NUSC | Nuveen Esg Small-cap ETF | — | NEW | New buy |
| 17 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 18 | HD | Home Depot Inc | — | NEW | New buy |
| 19 | TSLA | Tesla Inc | — | NEW | New buy |
| 20 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 21 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 22 | AVGO | Broadcom Inc | — | NEW | New buy |
| 23 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 24 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 25 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 26 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 27 | ABBV | Abbvie Inc | — | NEW | New buy |
| 28 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 29 | RTX | Rtx CORP | — | NEW | New buy |
| 30 | VSGX | Vanguard Esg Intl Stock ETF | — | NEW | New buy |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | NEW | New buy |
| 32 | CVX | Chevron CORP | — | NEW | New buy |
| 33 | CMF | Ishares California Muni Bond | — | NEW | New buy |
| 34 | MA | Mastercard Inc - A | — | NEW | New buy |
| 35 | APP | Applovin Corp-class A | — | NEW | New buy |
| 36 | NFLX | Netflix Inc | — | NEW | New buy |
| 37 | UNP | Union Pacific CORP | — | NEW | New buy |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 39 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 40 | WMT | Walmart Inc | — | NEW | New buy |
| 41 | CRM | Salesforce Inc | — | NEW | New buy |
| 42 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 43 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 44 | LIN | Linde plc | — | NEW | New buy |
| 45 | FTCS | First Trust Capital Strength | — | NEW | New buy |
| 46 | AMGN | Amgen Inc | — | NEW | New buy |
| 47 | CGSD | Cap Group Short Duration | — | NEW | New buy |
| 48 | ABT | Abbott Laboratories | — | NEW | New buy |
| 49 | TQQQ | Proshares Ultrapro Qqq | — | NEW | New buy |
| 50 | XEL | Xcel Energy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, DeDora Capital, Inc. reported a total U.S. public equity portfolio value of $460.1M across 113 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VYM, VUG, IVV) accounted for 23.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
VYM
市值: $27.0M
During Q1 2025, DeDora Capital, Inc.'s top holdings by market value included VYM (7.8%)、VUG (7.7%)、IVV (5.6%). The largest single position, VYM, represented 7.8% of total portfolio value.
In Q1 2025, DeDora Capital, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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