Arkolith/Funds/Dodds Wealth, LLC

Dodds Wealth, LLC

CIK 1973728Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Dodds Wealth, LLC holds a focused book of 56 stocks worth $444.6M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened PNC Financial Services Group and trimmed Schwab US Large-Cap Value. Their largest long position is Vanguard Int-Term Corporate at 13% of the equity book.

Opened
19
bought for the first time
Added to
22
already held, bought more
Trimmed
14
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: focused book

Top 5 holdings
60%
Top 10 holdings
85%
Top 20 holdings
95%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Information Technology
2%
Financials
1%
Consumer Discretionary
0%
Health Care
0%
Real Estate
0%
Industrials
0%
Consumer Staples
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Dodds Wealth, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY69 / 56$541.2B
ROYAL BANK OF CANADA69 / 56$157.0B
WELLS FARGO & COMPANY/MN69 / 56$155.1B
RAYMOND JAMES FINANCIAL INC69 / 56$98.3B
PNC FINANCIAL SERVICES GROUP, INC.69 / 56$93.7B
ENVESTNET ASSET MANAGEMENT INC69 / 56$90.8B
LPL Financial LLC69 / 56$85.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO69 / 56$59.0B

Ranked by the share of each fund's own book sitting in the names it shares with Dodds Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

56 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Scottsdale FDS
INT-TERM CORP
$58.8M712.0K
13.2%
+3.9%
Added · +27K sh
2SPDR Series Trust
ST INTER BD ETF
$58.4M1.75M
13.1%
+4.1%
Added · +69K sh
3Vanguard Index FDS
GROWTH ETF
$51.7M600.1K
11.6%
+492%
Added · +499K sh
4Ishares TR
ISHS 5-10YR INVT
$49.1M923.9K
11.1%
+3.9%
Added · +35K sh
5Ishares TR
US TREAS BD ETF
$46.5M2.04M
10.4%
+2.4%
Added · +48K sh
6Schwab Strategic TR
US LCAP VA ETF
$35.9M1.03M
8.1%
−1.1%
Reduced · −11K sh
7Schwab Strategic TR
US BRD MKT ETF
$29.6M1.02M
6.6%
+1.3%
Added · +13K sh
8Vanguard Index FDS
S&P 500 ETF SHS
$24.1M35.1K
5.4%
+2.3%
Added · +778 sh
9Vanguard Star FDS
VG TL INTL STK F
$14.6M170.7K
3.3%
−0.2%
Reduced · −332 sh
10J P Morgan Exchange Traded F
MUNICIPAL ETF
$11.2M220.4K
2.5%
+9.0%
Added · +18K sh
11Select Sector SPDR TR
ST STR TECHN ETF
$7.0M36.6K
1.6%
+0.3%
Added · +126 sh
12Dimensional ETF Trust
US CORE EQT MKT
$6.3M122.8K
1.4%
−5.1%
Reduced · −7K sh
13Dimensional ETF Trust
INTL CORE EQT MK
$5.8M141.0K
1.3%
−2.8%
Reduced · −4K sh
14Vanguard Index FDS
REAL ESTATE ETF
$5.0M51.5K
1.1%
+1.7%
Added · +859 sh
15Vanguard Whitehall FDS
HIGH DIV YLD
$4.0M25.3K
0.9%
−0.3%
Reduced · −67 sh
16Apple Inc
COM
$3.9M13.4K
0.9%
+0.9%
Added · +115 sh
17Invesco Exchange Traded FD T
S&P500 EQL WGT
$2.5M11.8K
0.6%
~0%
Added · +1 sh
18Dimensional ETF Trust
US EQUI MARK ETF
$2.3M27.5K
0.5%
−3.2%
Reduced · −915 sh
19Alphabet Inc
CAP STK CL C
$2.1M6.0K
0.5%
Held
20Nvidia Corporation
COM
$2.0M10.2K
0.5%
+1.1%
Added · +117 sh
21State STR SPDR S&P 500 ETF T
TR UNIT
$1.8M2.4K
0.4%
−0.9%
Reduced · −23 sh
22Berkshire Hathaway Inc Del
CL B NEW
$1.7M3.4K
0.4%
Held
23Ishares TR
CORE S&P MCP ETF
$1.4M17.7K
0.3%
+0.6%
Added · +107 sh
24Ishares TR
SELECT DIVID ETF
$1.3M8.0K
0.3%
+1.0%
Added · +79 sh
25Vanguard Intl Equity Index F
TT WRLD ST ETF
$1.2M7.5K
0.3%
−0.1%
Reduced · −7 sh
26Select Sector SPDR TR
ST STR CARE ETF
$1.2M7.4K
0.3%
+0.5%
Added · +38 sh
27Alphabet Inc
CAP STK CL A
$1.1M3.1K
0.3%
+6.0%
Added · +179 sh
28Ishares TR
CORE S&P500 ETF
$1.1M1.5K
0.3%
−4.7%
Reduced · −73 sh
29Welltower Inc
COM
$1.1M4.7K
0.2%
Held
30Ishares TR
U.S. TECH ETF
$971K3.9K
0.2%
−2.2%
Reduced · −88 sh
31Invesco QQQ TR
UNIT SER 1
$962K1.3K
0.2%
+3.8%
Added · +48 sh
32Amazon Com Inc
COM
$839K3.5K
0.2%
+5.4%
Added · +180 sh
33Johnson & Johnson
COM
$712K2.8K
0.2%
−14%
Reduced · −457 sh
34Microsoft Corp
COM
$708K1.9K
0.2%
+5.6%
Added · +101 sh
35Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$697K9.8K
0.2%
−16%
Reduced · −2K sh
36Ishares TR
PFD AND INCM SEC
$544K17.9K
0.1%
+1.1%
Added · +186 sh
37JPMorgan Chase & Co
COM
$506K1.5K
0.1%
+9.9%
Added · +140 sh
38US Bancorp
COM NEW
$463K7.7K
0.1%
Held
39Marriott Intl Inc New
CL A
$446K1.2K
0.1%
−29%
Reduced · −488 sh
40Cbiz Inc
COM
$434K13.5K
0.1%
Held
41Ishares TR
ISHS 1-5YR INVS
$424K8.1K
0.1%
−24%
Reduced · −3K sh
42PNC Finl Svcs Group Inc
COM
$424K1.7K
0.1%
New
New position
43Invesco Exchange Traded FD T
LARGE CAP VALUE
$397K5.2K
0.1%
Held
44Walmart Inc
COM
$340K3.0K
0.1%
Held
45Eli Lilly & Co
COM
$325K271
0.1%
Held
46Hca Healthcare Inc
COM
$312K800
0.1%
Held
47Coca Cola Co
COM
$305K3.7K
0.1%
Held
48Invesco Exch Traded FD TR II
RUSEL 1000 EQL
$302K5.1K
0.1%
Held
49Pepsico Inc
COM
$294K2.2K
0.1%
Held
50Vanguard Index FDS
MCAP VL IDXVIP
$281K1.4K
0.1%
Held
Showing 50 of 56 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202656$444.6M13F-HR
Q1 2026Mar 31, 2026May 8, 202651$407.4M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202656$407.8M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202560$403.8M13F-HR
Q2 2025Jun 30, 2025Jul 31, 202556$372.9M13F-HR
Q1 2025Mar 31, 2025Apr 16, 202559$306.9M13F-HR
Q4 2024Dec 31, 2024Jan 28, 202560$311.0M13F-HR
Q3 2024Sep 30, 2024Oct 25, 202459$300.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.