Dodds Wealth, LLC - Portfolio overview

Dodds Wealth, LLC has 61 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VCIT - VANGUARD SCOTTSDALE FDS, 13.84%
2. SPIB - SPDR SERIES TRUST, 13.72%
3. IGIB - ISHARES TR, 11.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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