Dogwood Wealth Management LLC

CIK

2056922

Location

LENEXA, KS

Portfolio Value

Micro $11,745,387

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

116 positions · $11,745,387 total · Technology only · 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 116 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	15,535	-334	$2,709,304	−8.5%	23.07%
AAPL	Apple Inc. Technology	Reduced	9,067	-1,151	$2,301,113	−17.2%	19.59%
MSFT	Microsoft Corp Technology	Reduced	2,952	-911	$1,092,741	−41.5%	9.30%
AVGO	Broadcom Inc. Technology	Reduced	3,228	-39	$999,098	−11.6%	8.51%
MPWR	Monolithic Power Systems Inc Technology	Reduced	352	-280	$384,859	−32.8%	3.28%
ADP	Automatic Data Processing Inc Technology	Reduced	1,615	-867	$328,135	−48.6%	2.79%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	825	+776	$322,088	+1302.3%	2.74%
QCOM	Qualcomm Inc/De Technology	Reduced	2,481	-1,471	$319,503	−52.7%	2.72%
NOW	ServiceNow, Inc. Technology	Reduced	2,974	-526	$310,931	−42.0%	2.65%
ROP	Roper Technologies Inc Technology	Reduced	878	-435	$310,689	−46.8%	2.65%
INTU	Intuit Inc. Technology	Added	565	+494	$244,294	+419.4%	2.08%
ASML	Asml Holding NV Technology	Added	171	+157	$225,861	+1408.0%	1.92%
FTV	Fortive Corp Technology	Reduced	3,823	-1,294	$211,335	−25.2%	1.80%
PTC	Ptc Inc. Technology	Reduced	1,280	-1	$182,387	−18.3%	1.55%
CSCO	Cisco Systems, Inc. Technology	Reduced	2,323	-6,853	$180,241	−74.5%	1.53%
MU	Micron Technology Inc Technology	Added	489	+95	$165,203	+46.9%	1.41%
GLW	Corning Inc /Ny Technology	Added	870	+82	$118,293	+71.4%	1.01%
PLTR	Palantir Technologies Inc. Technology	Added	658	+33	$96,252	−13.4%	0.82%
ANET	Arista Networks, Inc. Technology	Added	741	+86	$90,979	+6.0%	0.77%
AMAT	Applied Materials Inc /De Technology	Added	188	+60	$64,256	+95.3%	0.55%
AMD	Advanced Micro Devices Inc Technology	Added	301	+26	$61,232	+4.0%	0.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	181	+112	$61,168	+191.7%	0.52%
INTC	Intel Corp Technology	Added	1,284	+488	$56,662	+92.9%	0.48%
LRCX	Lam Research Corp Technology	Added	252	+152	$53,842	+214.5%	0.46%
CIEN	Ciena Corp Technology	Added	132	+124	$51,246	+2640.4%	0.44%
KLAC	Kla Corp Technology	Added	29	+15	$42,699	+151.0%	0.36%
ORCL	Oracle Corp Technology	Reduced	271	-2,583	$39,866	−92.8%	0.34%
QRVO	Qorvo, Inc. Technology	Held	499	0	$38,622	−8.4%	0.33%
LITE	Lumentum Holdings Inc. Technology	Added	48	+27	$33,732	+335.8%	0.29%
APH	Amphenol Corp /De/ Technology	Added	243	+35	$30,703	+9.2%	0.26%
STX	Seagate Technology Holdings plc Technology	Added	76	+40	$29,773	+200.3%	0.25%
TXN	Texas Instruments Inc Technology	Added	150	+78	$29,121	+133.1%	0.25%
SNDK	Sandisk Corp Technology	Added	42	+29	$26,684	+765.0%	0.23%
IBM	International Business Machines Corp Technology	Added	108	+47	$26,178	+44.9%	0.22%
MRVL	Marvell Technology, Inc. Technology	Added	264	+86	$26,149	+72.9%	0.22%
PANW	Palo Alto Networks Inc Technology	Added	157	+146	$25,170	+1142.3%	0.21%
ADI	Analog Devices Inc Technology	Added	75	+41	$23,860	+158.8%	0.20%
CRM	Salesforce, Inc. Technology	Added	120	+12	$22,400	−21.7%	0.19%
UBER	Uber Technologies, Inc Technology	Reduced	307	-6,902	$22,082	−96.3%	0.19%
SHOP	Shopify Inc. Technology	Added	170	+63	$20,165	+17.1%	0.17%
ADBE	Adobe Inc. Technology	Added	79	+20	$19,203	−7.0%	0.16%
WDC	Western Digital Corp Technology	Added	70	+63	$18,934	+1471.3%	0.16%
ACN	Accenture plc Technology	Added	87	+33	$17,251	+19.1%	0.15%
ASTS	AST SpaceMobile, Inc. Technology	Added	198	+130	$16,408	+232.3%	0.14%
ADSK	Autodesk, Inc. Technology	Reduced	66	-16	$15,800	−34.9%	0.13%
TEL	TE Connectivity plc Technology	Added	74	+39	$15,467	+94.3%	0.13%
CDNS	Cadence Design Systems Inc Technology	Reduced	55	-10	$15,282	−24.8%	0.13%
MSI	Motorola Solutions, Inc. Technology	Added	35	+19	$15,188	+147.6%	0.13%
SAP	Sap SE Technology	Added	84	+15	$14,381	−14.2%	0.12%
NET	Cloudflare, Inc. Technology	Reduced	57	-21	$11,761	−23.5%	0.10%