Dodds Wealth, LLC

GREENWOOD VILLAGE, CO · CIK 1973728 · 13F filing filed 2026-08-06

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLittleton, CO

$444.6m reported value +9.1% vs Q1 2026

56positions

85.4%in top 10

5 new 21 added 15 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	712,028	$58.8m13.24%	13.24%	Added +26.9k	+26,910 3.9%
2	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	1,745,184	$58.4m13.13%	13.13%	Added +69.4k	+69,371 4.1%
3	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	600,150	$51.7m11.63%	11.63%	Reduced -7.8k	-7,836 -1.3%
4	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	923,932	$49.1m11.05%	11.05%	Added +34.7k	+34,714 3.9%
5	ISHARES TR US TREAS BD ETF GOVT	GOVT	2,039,239	$46.5m10.45%	10.45%	Added +48.3k	+48,341 2.4%
6	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	1,030,077	$35.9m8.07%	8.07%	Reduced -11.0k	-11,049 -1.1%
7	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	1,020,508	$29.6m6.65%	6.65%	Added +12.7k	+12,660 1.3%
8	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	35,078	$24.1m5.42%	5.42%	Added +778	+778 2.3%
9	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	170,734	$14.6m3.28%	3.28%	Reduced -332	-332 -0.2%
10	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	220,422	$11.2m2.51%	2.51%	Added +18.2k	+18,216 9.0%
11	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	36,621	$7.0m1.57%	1.57%	Added +126	+126 0.3%
12	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	122,830	$6.3m1.43%	1.43%	Reduced -6.7k	-6,663 -5.2%
13	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	140,970	$5.8m1.31%	1.31%	Reduced -4.1k	-4,063 -2.8%
14	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	51,489	$5.0m1.12%	1.12%	Added +859	+859 1.7%
15	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	25,267	$4.0m0.90%	0.90%	Reduced -67	-67 -0.3%
16	APPLE INC COM AAPL	AAPL	13,386	$3.9m0.87%	0.87%	Added +115	+115 0.9%
17	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	11,761	$2.5m0.56%	0.56%	Added +1	+1 0.0%
18	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	27,464	$2.3m0.51%	0.51%	Reduced -915	-915 -3.2%
19	ALPHABET INC CAP STK CL C GOOG	GOOG	5,982	$2.1m0.48%	0.48%	Unchanged
20	NVIDIA CORPORATION COM NVDA	NVDA	10,223	$2.0m0.46%	0.46%	Added +117	+117 1.2%
21	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,426	$1.8m0.41%	0.41%	Reduced -23	-23 -0.9%
22	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,431	$1.7m0.39%	0.39%	Unchanged
23	ISHARES TR CORE S&P MCP ETF IJH	IJH	17,714	$1.4m0.31%	0.31%	Added +107	+107 0.6%
24	ISHARES TR SELECT DIVID ETF DVY	DVY	8,001	$1.3m0.28%	0.28%	Added +79	+79 1.0%
25	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	7,539	$1.2m0.27%	0.27%	Reduced -7	-7 -0.1%
26	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	7,389	$1.2m0.26%	0.26%	Added +38	+38 0.5%
27	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,150	$1.1m0.25%	0.25%	Added +179	+179 6.0%
28	ISHARES TR CORE S&P500 ETF IVV	IVV	1,485	$1.1m0.25%	0.25%	Reduced -73	-73 -4.7%
29	WELLTOWER INC COM WELL	WELL	4,748	$1.1m0.24%	0.24%	Unchanged
30	ISHARES TR U.S. TECH ETF IYW	IYW	3,851	$971.3k0.22%	0.22%	Reduced -88	-88 -2.2%
31	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,307	$962.1k0.22%	0.22%	Added +48	+48 3.8%
32	AMAZON COM INC COM AMZN	AMZN	3,522	$839.4k0.19%	0.19%	Added +180	+180 5.4%
33	JOHNSON & JOHNSON COM JNJ	JNJ	2,802	$711.7k0.16%	0.16%	Reduced -457	-457 -14.0%
34	MICROSOFT CORP COM MSFT	MSFT	1,899	$708.4k0.16%	0.16%	Added +101	+101 5.6%
35	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	9,776	$696.5k0.16%	0.16%	Reduced -1.8k	-1,801 -15.6%
36	ISHARES TR PFD AND INCM SEC PFF	PFF	17,858	$544.5k0.12%	0.12%	Added +186	+186 1.1%
37	JPMORGAN CHASE & CO COM JPM	JPM	1,547	$506.4k0.11%	0.11%	Added +140	+140 9.9%
38	US BANCORP DEL COM NEW USB	USB	7,658	$462.5k0.10%	0.10%	Unchanged
39	MARRIOTT INTL INC NEW CL A MAR	MAR	1,202	$445.6k0.10%	0.10%	Reduced -488	-488 -28.9%
40	CBIZ INC COM CBZ	CBZ	13,542	$434.4k0.10%	0.10%	Unchanged
41	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	8,099	$424.5k0.10%	0.10%	Reduced -2.5k	-2,503 -23.6%
42	PNC FINL SVCS GROUP INC COM PNC	PNC	1,723	$424.2k0.10%	0.10%	New
43	INVESCO EXCHANGE TRADED FD T LARGE CAP VALUE PWV	PWV	5,239	$397.0k0.09%	0.09%	Unchanged
44	WALMART INC COM WMT	WMT	3,000	$339.8k0.08%	0.08%	Unchanged
45	ELI LILLY & CO COM LLY	LLY	271	$325.3k0.07%	0.07%	Unchanged
46	HCA HEALTHCARE INC COM HCA	HCA	800	$311.9k0.07%	0.07%	Unchanged
47	COCA COLA CO COM KO	KO	3,747	$304.5k0.07%	0.07%	Unchanged
48	INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL EQAL	EQAL	5,093	$301.8k0.07%	0.07%	Unchanged
49	PEPSICO INC COM PEP	PEP	2,172	$294.1k0.07%	0.07%	Unchanged
50	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	1,423	$281.2k0.06%	0.06%	Unchanged
51	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		10,315	$269.8k0.06%	0.06%	Unchanged
52	DISNEY WALT CO COM DIS	DIS	2,667	$256.7k0.06%	0.06%	Unchanged
53	CURTISS WRIGHT CORP COM CW	CW	312	$236.4k0.05%	0.05%	New
54	PROCTER AND GAMBLE CO COM PG	PG	1,543	$226.2k0.05%	0.05%	New
55	BROADCOM INC COM AVGO	AVGO	547	$206.7k0.05%	0.05%	New
56	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	851	$201.5k0.05%	0.05%	New