DeDora Capital, Inc. holds a focused book of 129 stocks worth $460.1M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Franklin Ca Muni Inc ETF and trimmed Vanguard High DVD Yield ETF. Their largest long position is Vanguard Growth ETF at 7% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1717658/holdings"
Use Arkolith to show DeDora Capital, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $30.5M | 353.8K | 6.6% | ▲+437% Added · +288K sh | |
| 2 | Vanguard Whitehall FDS HIGH DIV YLD | $29.6M | 187.2K | 6.4% | ▼−11% Reduced · −23K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $28.2M | 37.6K | 6.1% | ▲+5.5% Added · +2K sh | |
| 4 | Fidelity Merrimack STR TR TOTAL BD ETF | $26.3M | 577.9K | 5.7% | ▲+1.2% Added · +7K sh | |
| 5 | Vanguard Index FDS SMALL CP ETF | $26.1M | 86.2K | 5.7% | ▲+8.4% Added · +7K sh | |
| 6 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $22.7M | 654.3K | 4.9% | ▲+8.3% Added · +50K sh | |
| 7 | Vanguard Index FDS S&P 500 ETF SHS | $16.4M | 23.8K | 3.6% | ▼−0.4% Reduced · −100 sh | |
| 8 | Apple Inc COM | $15.5M | 53.5K | 3.4% | ▼−1.6% Reduced · −890 sh | |
| 9 | Vanguard World FD ESG US CORP BD | $11.2M | 178.6K | 2.4% | ▲+0.7% Added · +1K sh | |
| 10 | Invesco Exchange Traded FD T S&P500 EQL WGT | $9.7M | 45.6K | 2.1% | ▼−1.9% Reduced · −906 sh | |
| 11 | Nushares ETF TR NUVEEN ESG LRGCP | $9.4M | 80.1K | 2.0% | ▲+3.1% Added · +2K sh | |
| 12 | Nvidia Corporation COM | $9.2M | 45.8K | 2.0% | ▼−4.4% Reduced · −2K sh | |
| 13 | J P Morgan Exchange Traded F EQUITY PREMIUM | $9.0M | 159.6K | 2.0% | ▲+13% Added · +18K sh | |
| 14 | Amazon Com Inc COM | $8.5M | 35.6K | 1.8% | ▼−2.6% Reduced · −947 sh | |
| 15 | Alphabet Inc CAP STK CL C | $7.9M | 22.4K | 1.7% | ▼−2.2% Reduced · −502 sh | |
| 16 | Broadcom Inc COM | $7.8M | 20.7K | 1.7% | ▼−1.7% Reduced · −359 sh | |
| 17 | Tesla Inc COM | $7.6M | 18.1K | 1.7% | ▼−1.2% Reduced · −219 sh | |
| 18 | Microsoft Corp COM | $7.5M | 20.2K | 1.6% | ▲+7.7% Added · +1K sh | |
| 19 | Alphabet Inc CAP STK CL A | $7.2M | 20.2K | 1.6% | ▼−1.7% Reduced · −353 sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $7.1M | 9.6K | 1.5% | ▼−1.5% Reduced · −142 sh | |
| 21 | Nushares ETF TR NUVEEN ESG SMLCP | $7.0M | 135.2K | 1.5% | ▲+0.6% Added · +839 sh | |
| 22 | JPMorgan Chase & Co COM | $6.2M | 19.0K | 1.4% | ▲+2.2% Added · +406 sh | |
| 23 | World Gold TR SPDR GLD MINIS | $6.1M | 77.3K | 1.3% | ▲+13% Added · +9K sh | |
| 24 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $5.9M | 88.0K | 1.3% | ▲+17% Added · +13K sh | |
| 25 | Vanguard World FD ESG INTL STK ETF | $5.7M | 69.7K | 1.2% | ▲+11% Added · +7K sh | |
| 26 | SPDR Index SHS FDS ST STR PO EX ETF | $5.3M | 104.8K | 1.1% | —Held | |
| 27 | Home Depot Inc COM | $5.1M | 14.3K | 1.1% | ▲+4.6% Added · +633 sh | |
| 28 | Advanced Micro Devices Inc COM | $4.5M | 7.8K | 1.0% | ▼−8.6% Reduced · −735 sh | |
| 29 | Eli Lilly & Co COM | $4.4M | 3.6K | 0.9% | ▲+7.2% Added · +244 sh | |
| 30 | Applovin Corp COM CL A | $4.1M | 8.0K | 0.9% | ▼−0.8% Reduced · −67 sh | |
| 31 | Costco Wholesale Corporation COM | $4.1M | 4.4K | 0.9% | ▲+2.9% Added · +124 sh | |
| 32 | RTX Corporation COM | $4.0M | 20.9K | 0.9% | ▼−0.4% Reduced · −81 sh | |
| 33 | Abbvie Inc COM | $3.8M | 15.1K | 0.8% | ▲+3.1% Added · +450 sh | |
| 34 | Proshares TR ULTRAPRO QQQ | $3.3M | 40.7K | 0.7% | ▼−9.6% Reduced · −4K sh | |
| 35 | Visa Inc COM CL A | $3.2M | 9.3K | 0.7% | ▼~0% Reduced · −3 sh | |
| 36 | Unitedhealth Group Inc COM | $3.1M | 7.5K | 0.7% | ▼−2.7% Reduced · −210 sh | |
| 37 | Union Pac Corp COM | $3.0M | 11.2K | 0.7% | ▲+0.8% Added · +86 sh | |
| 38 | Chevron Corporation COM | $3.0M | 18.2K | 0.7% | ▲+6.5% Added · +1K sh | |
| 39 | Berkshire Hathaway Inc Del CL A | $3.0M | 4 | 0.7% | —Held | |
| 40 | Walmart Inc COM | $3.0M | 26.4K | 0.6% | ▲+1.6% Added · +420 sh | |
| 41 | Meta Platforms Inc CL A | $2.9M | 5.2K | 0.6% | ▼−1.8% Reduced · −98 sh | |
| 42 | Amgen Inc COM | $2.7M | 7.5K | 0.6% | ▲+1.3% Added · +93 sh | |
| 43 | Capital Grp Fixed Incm ETF T SHORT DURATION | $2.6M | 102.6K | 0.6% | ▲+4.2% Added · +4K sh | |
| 44 | Linde PLC SHS | $2.6M | 5.0K | 0.6% | ▼−0.9% Reduced · −46 sh | |
| 45 | Proshares TR ULTRPRO S&P500 | $2.5M | 17.9K | 0.6% | ▼−1.9% Reduced · −354 sh | |
| 46 | Vanguard Index FDS MID CAP ETF | $2.5M | 31.3K | 0.5% | ▲+288% Added · +23K sh | |
| 47 | Ishares TR CALIF MUN BD ETF | $2.5M | 43.5K | 0.5% | ▼−11% Reduced · −6K sh | |
| 48 | Mastercard Incorporated CL A | $2.3M | 4.5K | 0.5% | ▼−0.1% Reduced · −4 sh | |
| 49 | Netflix Inc. COM | $1.9M | 26.6K | 0.4% | ▲+0.5% Added · +132 sh | |
| 50 | Putnam ETF Trust FRANKLIN CALIF | $1.9M | 255.3K | 0.4% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 129 | $460.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 123 | $407.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 115 | $422.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 112 | $414.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 115 | $383.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 113 | $347.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 109 | $365.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 108 | $358.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.