Dogwood Wealth Management LLCStock Holdings
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13F Holdings
$200.32 million
$ Current Holdings
486
# Current Holdings
40
# Positions Opened
251
# Positions Increased
25
# Positions Closed
Holdings $ value (long only)
# of positions
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Holding by sector
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Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| QGRO | American Century U.S. Quality Growth ETF | $27,745,786 | 373,699 | 373,699 | 369,949 | 372,971 | 365,001 | 382,955 | 394,756 | 416,646 | 445,892 | |
| VFINX | Vanguard 500 Index Fund | $20,248,892 | 70,793 | 70,793 | 70,707 | 67,066 | 64,318 | 68,378 | 67,353 | 63,853 | 63,589 | |
| Fidelity Merrimack Street Trust | $18,627,073 | 408,309 | 408,309 | 375,669 | 324,210 | 301,732 | 285,514 | 268,726 | 0 | 0 | ||