Dogwood Wealth Management LLC
Top Portfolio Positions
748 positions ·
$46,259,524 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| OUNZ |
VanEck Merk Gold ETF
|
230,079 | $10,365,058 | 22.41% | |
| NVDA |
Nvidia Corp
Technology
|
15,535 | $2,709,304 | 5.86% | |
| AAPL |
Apple Inc.
Technology
|
9,067 | $2,301,113 | 4.97% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
9,904 | $1,230,869 | 2.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,010 | $1,179,581 | 2.55% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,156 | $1,151,873 | 2.49% | |
| MSFT |
Microsoft Corp
Technology
|
2,952 | $1,092,741 | 2.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
5,009 | $1,043,224 | 2.26% | |
| AVGO |
Broadcom Inc.
Technology
|
3,228 | $999,098 | 2.16% | |
| WELL |
Welltower Inc.
Real Estate
|
3,726 | $736,667 | 1.59% |
Portfolio Trend
Holdings in INVZ
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300 | 475 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $405 | 475 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $969 | 475 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $615 | 375 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $244 | 375 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $630 | 375 | Shares | Sole | 2025-03-04 | |
| No 13F history on record for this holder in this stock. | ||||||