Dogwood Wealth Management LLC
Top Portfolio Positions
749 positions ·
$46,727,702 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| OUNZ |
VanEck Merk Gold ETF
|
230,079 | $10,365,058 | 22.18% | |
| NVDA |
Nvidia Corp
Technology
|
15,535 | $2,709,304 | 5.80% | |
| AAPL |
Apple Inc.
Technology
|
9,067 | $2,301,113 | 4.92% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
9,904 | $1,230,869 | 2.63% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,010 | $1,179,581 | 2.52% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,156 | $1,151,873 | 2.47% | |
| MSFT |
Microsoft Corp
Technology
|
2,952 | $1,092,741 | 2.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,009 | $1,043,224 | 2.23% | |
| AVGO |
Broadcom Inc.
Technology
|
3,228 | $999,098 | 2.14% | |
| WELL |
Welltower Inc.
Real Estate
|
3,726 | $736,667 | 1.58% |
Portfolio Trend
10 quarters · across all stocks
Holdings in EFX
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,260 | 7 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,254 | 15 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,026 | 4 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,556 | 6 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,192 | 9 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| No 13F history on record for this holder in this stock. | ||||||