Dogwood Wealth Management LLC

CIK

2056922

Location

LENEXA, KS

Portfolio Value

Micro $46,727,702

Diversification

Diversified

Filing Date

Global Rank

#6,571 / 8,232 ▲ 64

Top Industry

Semiconductors 13.6%

3Y Alpha vs SPY

-3.8%

Period ended 2 months ago

Filed May 12, 2026 · 33d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+41.8%

SPY

+52.9%

Annualised alpha

-3.8%

Max drawdown

−16.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

749 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.2%

+4.1 pts

Top 5

38.1%

+2.4 pts

Top 10

48.8%

+2.0 pts

HHI

616

Diversified+137

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.1%	$11,745,387	116
Unclassified	23.0%	$10,743,143	9
Financial Services	12.3%	$5,730,808	129
Consumer Defensive	7.9%	$3,699,319	32
Industrials	6.6%	$3,068,179	116
Consumer Cyclical	6.2%	$2,912,598	71
Healthcare	4.9%	$2,296,291	85
Communication Services	3.9%	$1,810,279	32
Utilities	3.6%	$1,678,417	27
Energy	3.3%	$1,534,459	45
Real Estate	2.4%	$1,126,579	46
Basic Materials	0.8%	$382,243	41

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EZBC	Franklin Templeton Digital Holdings Trust	+1,534	4,483	$175,688
PG	PROCTER & GAMBLE Co	+1,324	1,793	$258,980
DHR	Danaher Corp /De/	+825	928	$175,948
CRWD	CrowdStrike Holdings, Inc.	+776	825	$322,088
WMT	Walmart Inc.	+771	9,904	$1,230,869
PFE	Pfizer Inc	+502	1,014	$28,473
INTU	Intuit Inc.	+494	565	$244,294
INTC	Intel Corp	+488	1,284	$56,662
CMCSA	Comcast Corp	+472	694	$19,924
MCO	Moodys Corp /De/	+420	454	$198,057
T	At&T Inc.	+404	736	$21,336
XOM	Exxon Mobil Corp	+383	3,228	$547,662
BAC	Bank Of America Corp /De/	+365	1,466	$71,467
V	Visa Inc.	+334	2,409	$728,096
COP	Conocophillips	+307	452	$59,664
VZ	Verizon Communications Inc	+291	613	$30,772
HL	Hecla Mining Co/De/	+258	295	$5,495
BMY	Bristol Myers Squibb Co	+252	694	$42,091
OKE	Oneok Inc /New/	+240	304	$27,478
WU	Western Union CO	+228	232	$2,025
SLB	Slb Limited/Nv	+228	542	$27,853
VICI	Vici Properties Inc.	+226	316	$8,633
KO	Coca Cola Co	+226	1,256	$95,518
SAN	Banco Santander, S.A.	+209	4,380	$49,406
C	Citigroup Inc	+196	504	$57,158
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KMI	Kinder Morgan, Inc.	−19,246	794	$26,622
UBER	Uber Technologies, Inc	−6,902	307	$22,082
CSCO	Cisco Systems, Inc.	−6,853	2,323	$180,241
NI	Nisource Inc.	−5,976	73	$3,406
KR	Kroger Co	−4,631	3,265	$236,255
NFLX	Netflix Inc	−4,399	1,716	$164,993
LNT	Alliant Energy Corp	−4,021	35	$2,511
OUNZ	VanEck Merk Gold ETF	−3,212	230,079	$10,365,058
CVX	Chevron Corp	−3,127	748	$154,761
ORCL	Oracle Corp	−2,583	271	$39,866
AMZN	Amazon Com Inc	−2,491	5,009	$1,043,224
ED	Consolidated Edison Inc	−2,477	232	$26,257
KKR	KKR & Co. Inc.	−2,126	3,248	$300,440
DUK	Duke Energy CORP	−1,751	5,378	$704,195
NWG	NatWest Group plc	−1,629	174	$2,592
SOUN	Soundhound Ai, Inc.	−1,544	1,015	$6,973
SO	Southern Co	−1,535	4,051	$391,002
BKR	Baker Hughes Co	−1,524	5,362	$327,350
QCOM	Qualcomm Inc/De	−1,471	2,481	$319,503
FTV	Fortive Corp	−1,294	3,823	$211,335
AAPL	Apple Inc.	−1,151	9,067	$2,301,113
SMR	NUSCALE POWER Corp	−1,149	141	$1,528
PEP	Pepsico Inc	−1,022	2,921	$453,602
APAM	Artisan Partners Asset Management Inc.	−998	5,020	$182,677
TJX	Tjx Companies Inc /De/	−950	2,382	$380,405
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CEF	Sprott Physical Gold & Silver Trust	9,425	$449,761
LULU	lululemon athletica inc.	1,531	$234,396
PSLV	Sprott Physical Silver Trust	5,950	$145,120
PHYS	Sprott Physical Gold Trust	3,602	$127,654
SPPP	Sprott Physical Platinum & Palladium Trust	6,300	$97,839
GLD	Spdr Gold Trust	62	$26,677
EQIX	Equinix Inc	23	$22,545
CHD	Church & Dwight Co Inc /De/	238	$22,210
XPO	XPO, Inc.	61	$11,867
OVV	Ovintiv Inc.	131	$7,776
IRM	Iron Mountain Inc	70	$7,149
VALE	Vale S.A.	438	$6,968
LSTR	Landstar System Inc	40	$6,412
AIT	Applied Industrial Technologies Inc	24	$6,367
IX	Orix Corp	205	$6,147
UDR	UDR, Inc.	172	$5,810
B	Barrick Mining Corp	142	$5,792
KIM	Kimco Realty Corp	254	$5,707
STRL	Sterling Infrastructure, Inc.	14	$5,701
USFD	US Foods Holding Corp.	61	$5,624
FTAI	FTAI Aviation Ltd.	21	$5,145
AZN	Astrazeneca PLC	25	$4,930
TIMB	Tim S.A.	183	$4,847
CFG	Citizens Financial Group Inc/Ri	76	$4,557
REXR	Rexford Industrial Realty, Inc.	136	$4,451
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SLDP	Solid Power, Inc.	5,750	$24,437
OKLO	Oklo Inc.	202	$14,495
SMCI	Super Micro Computer, Inc.	443	$12,966
SFM	Sprouts Farmers Market, Inc.	114	$9,082
CBSH	Commerce Bancshares Inc /Mo/	168	$8,793
PB	Prosperity Bancshares Inc	126	$8,707
MGPI	Mgp Ingredients Inc	305	$7,411
HNI	Hni Corp	172	$7,230
THO	Thor Industries Inc	60	$6,160
OMF	OneMain Holdings, Inc.	83	$5,606
AAL	American Airlines Group Inc.	360	$5,518
TEAM	Atlassian Corp	32	$5,188
VOYA	Voya Financial, Inc.	69	$5,139
RHI	Robert Half Inc.	174	$4,725
CCL	Carnival Corp Ltd.	147	$4,489
UVV	Universal Corp /Va/	75	$3,956
MC	Moelis & Co	54	$3,711
AVY	Avery Dennison Corp	20	$3,637
ARES	Ares Management Corp	22	$3,555
CSW	Csw Industrials, Inc.	11	$3,228
SKYW	Skywest Inc	27	$2,711
TEM	Tempus AI, Inc.	41	$2,421
NUS	Nu Skin Enterprises, Inc.	249	$2,395
CCK	Crown Holdings, Inc.	23	$2,368
FRME	First Merchants Corp	62	$2,323
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

749 positions · $46,727,702 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 749 positions by value · page 1 of 15

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	0	NEW	$0	NEW	0.00%
GLMD	Galmed Pharmaceuticals Ltd. Healthcare	Held	1	0	$0	—	0.00%
EDSA	Edesa Biotech, Inc. Healthcare	Held	1	0	$5	+400.0%	0.00%
WRAP	Wrap Technologies, Inc. Technology	Held	5	0	$7	−36.4%	0.00%
TLPH	Talphera, Inc. Healthcare	Held	10	0	$7	−36.4%	0.00%
SKLZ	Skillz Inc. Communication Services	Held	8	0	$20	−41.2%	0.00%
LAB	Standard Biotools Inc. Healthcare	Held	27	0	$24	−29.4%	0.00%
REKR	Rekor Systems, Inc. Technology	Held	40	0	$32	−41.8%	0.00%
LTBR	LIGHTBRIDGE Corp Industrials	Held	4	0	$42	−16.0%	0.00%
UBSI	United Bankshares Inc/Wv Financial Services	Held	2	0	$82	+7.9%	0.00%
RVTY	Revvity, Inc. Healthcare	Held	1	0	$87	−9.4%	0.00%
STEM	Stem, Inc. Utilities	Held	11	0	$97	−41.2%	0.00%
BTU	Peabody Energy Corp Energy	Held	3	0	$98	+10.1%	0.00%
ALV	Autoliv Inc Consumer Cyclical	Held	1	0	$105	−11.0%	0.00%
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	Held	3	0	$110	+17.0%	0.00%
Q	Qnity Electronics, Inc. Technology	Held	1	0	$115	+42.0%	0.00%
SCHL	Scholastic Corp Communication Services	Held	3	0	$117	+33.0%	0.00%
SFIX	Stitch Fix, Inc. Consumer Cyclical	Held	37	0	$122	−37.1%	0.00%
FUL	Fuller H B Co Basic Materials	Held	2	0	$123	+4.2%	0.00%
ONCY	Oncolytics Biotech Inc Healthcare	Held	146	0	$124	−2.4%	0.00%
AMKR	Amkor Technology, Inc. Technology	Held	3	0	$135	+14.4%	0.00%
EL	Estee Lauder Companies Inc Consumer Defensive	Held	2	0	$143	−31.6%	0.00%
SEIC	Sei Investments Co Financial Services	Reduced	2	-24	$156	−92.7%	0.00%
FCFS	FirstCash Holdings, Inc. Financial Services	Held	1	0	$188	+18.2%	0.00%
IBKR	Interactive Brokers Group, Inc. Financial Services	Held	3	0	$201	+4.7%	0.00%
TFSL	TFS Financial CORP Financial Services	Held	15	0	$210	+5.0%	0.00%
IP	International Paper Co /New/ Consumer Cyclical	NEW	6	NEW	$214	NEW	0.00%
STE	STERIS plc Healthcare	Reduced	1	-7	$221	−89.1%	0.00%
KVUE	Kenvue Inc. Consumer Defensive	Held	13	0	$224	0.0%	0.00%
BEN	Franklin Resources Inc Financial Services	Held	10	0	$236	−0.8%	0.00%
NWL	Newell Brands Inc. Consumer Defensive	Added	69	+1	$236	−6.3%	0.00%
SW	Smurfit Westrock plc Consumer Cyclical	NEW	6	NEW	$239	NEW	0.00%
NLOP	Net Lease Office Properties Real Estate	Held	23	0	$264	−55.5%	0.00%
DFIN	Donnelley Financial Solutions, Inc. Technology	Held	6	0	$282	+0.7%	0.00%
EIX	Edison International Utilities	NEW	4	NEW	$292	NEW	0.00%
DTE	Dte Energy Co Utilities	Reduced	2	-9	$292	−79.4%	0.00%
INVZ	Innoviz Technologies Ltd. Consumer Cyclical	Held	475	0	$300	−25.9%	0.00%
AVT	Avnet Inc Technology	Held	5	0	$308	+28.3%	0.00%
LDOS	Leidos Holdings, Inc. Technology	Reduced	2	-7	$311	−80.8%	0.00%
JOBY	Joby Aviation, Inc. Industrials	Held	38	0	$313	−37.5%	0.00%
CINF	Cincinnati Financial Corp Financial Services	Held	2	0	$314	−3.7%	0.00%
TSCO	Tractor Supply Co /De/ Consumer Cyclical	Reduced	8	-4	$362	−39.7%	0.00%
BIIB	Biogen Inc. Healthcare	NEW	2	NEW	$366	NEW	0.00%
LUMN	Lumen Technologies, Inc. Communication Services	Held	55	0	$382	−10.5%	0.00%
FE	Firstenergy Corp Utilities	Held	8	0	$405	+13.1%	0.00%
ACGL	Arch Capital Group Ltd. Financial Services	Reduced	5	-14	$479	−73.7%	0.00%
WST	West Pharmaceutical Services Inc Healthcare	Reduced	2	-3	$501	−63.6%	0.00%
MSCI	MSCI Inc. Financial Services	NEW	1	NEW	$539	NEW	0.00%
NRG	Nrg Energy, Inc. Utilities	Reduced	4	-20	$584	−84.7%	0.00%
HIVE	HIVE Digital Technologies Ltd. Financial Services	Held	312	0	$592	−26.4%	0.00%