Dogwood Wealth Management LLC - Portfolio overview

Dogwood Wealth Management LLC has 975 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 8.07%
2. PVAL - PUTNAM ETF TRUST, 7.92%
3. VTI - VANGUARD INDEX FDS, 6.65%

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

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