Investor
Dodds Wealth, LLC
CIK 0001973728 · filed 2026-02-11 · SEC filing
13F book
$407.8M
Positions
56
Largest name
13.4%
Vanguard Scottsdale Fds
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 651.6K | $54.6M | 13.4% | — | Held |
| Spdr Series Trust | — | 1.59M | $53.7M | 13.2% | — | Held |
| Vanguard Growth Etf | — | 102.8K | $50.1M | 12.3% | — | Held |
| Ishares Tr | — | 2.01M | $46.2M | 11.3% | — | Held |
| Ishares Tr | — | 838.7K | $45.2M | 11.1% | — | Held |
| Schwab Strategic Tr | — | 1.06M | $31.5M | 7.7% | — | Held |
| Schwab Strategic Tr | — | 984.7K | $25.8M | 6.3% | — | Held |
| Vanguard Index Fds | — | 33.6K | $21.1M | 5.2% | — | Held |
| Vanguard Star Fds | — | 172.8K | $13M | 3.2% | — | Held |
| J P Morgan Exchange Traded F | — | 131.6K | $6.64M | 1.6% | — | Held |
| Dimensional Etf Trust | — | 129.9K | $6.08M | 1.5% | — | Held |
| Dimensional Etf Trust | — | 149.3K | $5.69M | 1.4% | — | Held |
| Select Sector Spdr Tr | — | 37.5K | $5.4M | 1.3% | — | Held |
| Vanguard Index Fds | — | 48.7K | $4.31M | 1.1% | — | Held |
| Vanguard Whitehall Fds | — | 26.8K | $3.84M | 0.9% | — | Held |
| Apple Inc. | AAPL | 13.4K | $3.65M | 0.9% | — | Held |
| Invesco Exchange Traded Fd T | — | 11.8K | $2.25M | 0.6% | — | Held |
| Dimensional Etf Trust | — | 28.3K | $2.1M | 0.5% | — | Held |
| Nvidia Corp | NVDA | 11K | $2.05M | 0.5% | — | Held |
| Alphabet Inc | — | 5.98K | $1.88M | 0.5% | — | Held |
| Spdr S&P 500 Etf Tr | — | 2.65K | $1.81M | 0.4% | — | Held |
| Berkshire Hathaway Inc Del | — | 3.46K | $1.74M | 0.4% | — | Held |
| Ishares Tr | — | 19.8K | $1.31M | 0.3% | — | Held |
| Select Sector Spdr Tr | — | 7.38K | $1.14M | 0.3% | — | Held |
| Welltower Inc. | WELL | 6.02K | $1.12M | 0.3% | — | Held |
| Vanguard Intl Equity Index F | — | 7.58K | $1.07M | 0.3% | — | Held |
| Ishares Tr | — | 1.55K | $1.06M | 0.3% | — | Held |
| Ishares Tr | — | 7.53K | $1.06M | 0.3% | — | Held |
| Alphabet Inc | — | 2.97K | $930K | 0.2% | — | Held |
| Microsoft Corp | MSFT | 1.84K | $892K | 0.2% | — | Held |
| Invesco Qqq Tr | — | 1.32K | $809.4K | 0.2% | — | Held |
| Ishares Tr | — | 3.96K | $791.5K | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 3.42K | $789.4K | 0.2% | — | Held |
| Vanguard Tax-Managed Fds | — | 11.7K | $729.2K | 0.2% | — | Held |
| Johnson & Johnson | JNJ | 3.04K | $628.8K | 0.2% | — | Held |
| Ishares Tr | — | 10.6K | $560.5K | 0.1% | — | Held |
| Jpmorgan Chase & Co. | — | 1.41K | $453.4K | 0.1% | — | Held |
| CBIZ, Inc. | CBZ | 8.74K | $441K | 0.1% | — | Held |
| Marriott Intl Inc New | — | 1.39K | $429.8K | 0.1% | — | Held |
| Us Bancorp Del | — | 7.66K | $408.6K | 0.1% | — | Held |
| HCA Healthcare, Inc. | HCA | 800 | $373.5K | 0.1% | — | Held |
| Ishares Tr | — | 11.3K | $350.8K | 0.1% | — | Held |
| Invesco Exchange Traded Fd T | — | 5.17K | $343.9K | 0.1% | — | Held |
| Walmart Inc. | WMT | 3K | $334.2K | 0.1% | — | Held |
| Pepsico Inc | PEP | 2.17K | $311.8K | 0.1% | — | Held |
| Disney Walt Co | — | 2.67K | $303.6K | 0.1% | — | Held |
| Pimco Corporate & Income Opp | — | 23.1K | $298.2K | 0.1% | — | Held |
| Eli Lilly & Co | LLY | 271 | $291.4K | 0.1% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 5.09K | $268.1K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.49K | $264.2K | 0.1% | — | Held |
| Coca Cola Co | KO | 3.74K | $261.5K | 0.1% | — | Held |
| Dimensional Etf Trust | — | 10.3K | $236.2K | 0.1% | — | Held |
| Palantir Technologies Inc. | PLTR | 1.26K | $223.6K | 0.1% | — | Held |
| Paychex Inc | PAYX | 1.93K | $216.2K | 0.1% | — | Held |
| Procter And Gamble Co | PG | 1.43K | $205.1K | 0.1% | — | Held |
| Meta Platforms, Inc. | META | 309 | $204K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.