13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001973728
Total reported value
$444.6M
$444.6M
59 檔
42.2%
As reported in its official Q1 2025 Form 13F filing, Dodds Wealth, LLC's tracked investment portfolio stood at $444.6M with 59 total positions.
During Q1 2025, Dodds Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPIB, VCIT, IGIB) accounted for 42.2% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 15.41% | -0.67% | +2.22% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 15.40% | -0.68% | +1.13% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 12.94% | -0.57% | +1.29% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-Other | 9.58% | +0.28% | -13.47% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 7.77% | -0.75% | +3.01% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 6.04% | +0.44% | +14.45% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.25% | +0.39% | +6.16% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 3.48% | +0.77% | -0.04% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.37% | +0.04% | +19.73% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.00% | — | +7.39% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.61% | — | +40.59% | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 1.57% | -0.08% | -1.24% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.52% | +0.38% | -3.33% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.44% | +0.02% | -23.13% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.32% | -0.02% | -34.65% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.99% | +0.04% | -0.67% | |
| 17 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.94% | — | +15.28% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.66% | +0.01% | -0.58% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.01% | — | |
| 20 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.56% | +0.02% | -0.59% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.03% | -2.39% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | +0.02% | +344.61% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 0.46% | — | -51.03% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | +0.02% | -6.04% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | -3.81% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.34% | -0.01% | +0.62% | |
| 27 | WELL | Welltower Inc | Stock-Real Estate | 0.32% | +0.01% | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.06% | — | |
| 29 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.29% | +0.01% | +0.11% | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.25% | — | +8.19% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.02% | -0.77% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | — | -0.66% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.22% | -0.02% | -0.46% | |
| 34 | CBZ | Cbiz Inc | Stock-Other | 0.22% | +0.01% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | +0.04% | +0.23% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | -0.04% | +15.58% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.18% | -0.04% | -9.00% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.18% | +0.04% | +136.97% | |
| 39 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.17% | — | +5.63% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | +0.04% | — | |
| 41 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.15% | — | +105.09% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.15% | -0.01% | — | |
| 43 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.14% | -0.04% | +16.60% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | +0.01% | — | |
| 45 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.11% | — | — | |
| 46 | USB | US Bancorp | Stock-Financials | 0.11% | — | — | |
| 47 | PFF | Ishares Preferred & Income S | ETF-Other | 0.10% | -0.01% | +1.11% | |
| 48 | PAYX | Paychex Inc | Stock-Tech | 0.10% | — | — | |
| 49 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.09% | -0.02% | — | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | — | — |
According to official SEC Form 13F filings, Dodds Wealth, LLC reported a total U.S. public equity portfolio value of $444.6M across 59 disclosed positions in Q1 2025.
During Q1 2025, Dodds Wealth, LLC's top holdings by market value included SPIB (15.4%)、VCIT (15.4%)、IGIB (12.9%). The largest single position, SPIB, represented 15.4% of total portfolio value.
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 Q1 2025, Dodds Wealth, LLC made 0 total portfolio adjustments, initiating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.