Dogwood Wealth Management LLC

Position in VRT — Vertiv Holdings Co

CIK 2056922 LENEXA, KS

Position in VRT

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$81,026

+$31,913 QoQ

Shares Held

242

+23.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,823

of 2,028 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Dogwood Wealth Management LLC holds $130,555 across 6 Electrical Equipment & Parts names. VRT ranks #1 (62.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co This page	242	$81,026
2	BE	Bloom Energy Corp	124	$37,534
3	FPS	Forgent Power Solutions, Inc.	72	$4,021
4	ATKR	Atkore Inc.	39	$2,965
5	ENS	EnerSys	12	$2,805
6	NVT	nVent Electric plc	13	$2,204

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$81,026	242	+23.5%	Shares	Sole	2026-07-06
2026-03-31	$49,113	196	+226.7%	Shares	Sole	2026-05-12
2025-12-31	$9,720	60	+172.7%	Shares	Sole	2026-02-04
2025-09-30	$3,318	22	+4.8%	Shares	Sole	2025-11-12
2025-06-30	$2,696	21	+600.0%	Shares	Sole	2025-07-18
2025-03-31	$216	3	—	Shares	Sole	2025-04-30
No filing history on record for this holder in this stock.