Dogwood Wealth Management LLC

LENEXA, KS · CIK 2056922 · 13F filing filed 2026-07-06

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 nearbyLenexa, KS

$253.4m reported value +10.0% vs Q1 2026

851positions

54.0%in top 10

82 new 327 added 213 reduced 91 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	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	426,694	$21.7m8.58%	8.58%	Added +32.6k	+32,618 8.3%
2	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	449,753	$20.5m8.08%	8.08%	Added +41.4k	+41,444 10.2%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	51,529	$19.1m7.53%	7.53%	Added +3.7k	+3,720 7.8%
4	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	51,179	$15.5m6.12%	6.12%	Added +1.2k	+1,226 2.5%
5	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	93,148	$11.6m4.59%	4.59%	Added +5.6k	+5,601 6.4%
6	VANECK MERK GOLD ETF GOLD SHS OUNZ	OUNZ	259,990	$10.0m3.96%	3.96%	Added +29.9k	+29,911 13.0%
7	AMERICAN CENTY ETF TR AVANTIS US LARG AVLC	AVLC	109,391	$9.8m3.88%	3.88%	Reduced -6.5k	-6,462 -5.6%
8	PROSHARES TR S&P MDCP 400 DIV REGL	REGL	107,264	$9.8m3.88%	3.88%	Added +10.9k	+10,943 11.4%
9	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	160,272	$9.7m3.81%	3.81%	Added +14.2k	+14,213 9.7%
10	ISHARES TR 1 3 YR TREAS BD SHY	SHY	111,404	$9.1m3.61%	3.61%	Added +4.0k	+4,023 3.8%
11	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	74,843	$8.9m3.51%	3.51%	Added +4.2k	+4,179 5.9%
12	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	149,985	$7.6m2.99%	2.99%	Added +10.7k	+10,691 7.7%
13	ISHARES TR CORE S&P500 ETF IVV	IVV	8,773	$6.6m2.59%	2.59%	Unchanged
14	ISHARES TR NATIONAL MUN ETF MUB	MUB	55,041	$5.9m2.34%	2.34%	Added +570	+570 1.1%
15	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	132,047	$5.5m2.16%	2.16%	Added +7.3k	+7,347 5.9%
16	AMERICAN CENTY ETF TR AVANTIS US SMALL AVSC	AVSC	63,538	$4.7m1.84%	1.84%	Reduced -3.9k	-3,942 -5.8%
17	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	41,235	$4.2m1.66%	1.66%	Added +1.4k	+1,412 3.5%
18	NVIDIA CORPORATION COM NVDA	NVDA	15,748	$3.2m1.24%	1.24%	Added +213	+213 1.4%
19	VANECK ETF TRUST URANIUM AND NUCL NLR	NLR	26,240	$3.0m1.20%	1.20%	Added +4.3k	+4,280 19.5%
20	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	32,041	$2.9m1.15%	1.15%	Reduced -2.0k	-2,015 -5.9%
21	VANGUARD INDEX FDS MID CAP ETF VO	VO	35,384	$2.9m1.13%	1.13%	Unchanged
22	ISHARES TR CRE U S REIT ETF USRT	USRT	42,890	$2.9m1.12%	1.12%	Reduced -523	-523 -1.2%
23	BONDBLOXX ETF TRUST BLOOMBERG SEVEN XSVN	XSVN	57,800	$2.7m1.08%	1.08%	Added +7.5k	+7,509 14.9%
24	APPLE INC COM AAPL	AAPL	8,690	$2.5m0.99%	0.99%	Reduced -377	-377 -4.2%
25	ISHARES TR U.S. REAL ES ETF IYR	IYR	24,092	$2.5m0.97%	0.97%	Added +1.8k	+1,808 8.1%
26	ISHARES TR CORE MSCI EURO IEUR	IEUR	32,008	$2.4m0.95%	0.95%	Reduced -836	-836 -2.5%
27	ISHARES TR CORE MSCI PAC IPAC	IPAC	28,683	$2.4m0.93%	0.93%	Reduced -855	-855 -2.9%
28	SPDR SER TR NUVEEN BLOOMBERG HYMB	HYMB	76,422	$1.9m0.77%	0.77%	Added +412	+412 0.5%
29	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	19,644	$1.9m0.75%	0.75%	Reduced -1.6k	-1,630 -7.7%
30	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	17,650	$1.8m0.72%	0.72%	Reduced -544	-544 -3.0%
31	FLEXSHARES TR HIG YLD VL ETF HYGV	HYGV	45,174	$1.8m0.72%	0.72%	Added +1.8k	+1,848 4.3%
32	VANGUARD INDEX FDS SMALL CP ETF VB	VB	5,863	$1.8m0.70%	0.70%	Unchanged
33	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	15,608	$1.4m0.56%	0.56%	Added +1.4k	+1,401 9.9%
34	AMAZON COM INC COM AMZN	AMZN	4,496	$1.1m0.42%	0.42%	Reduced -513	-513 -10.2%
35	JPMORGAN CHASE & CO COM JPM	JPM	3,081	$1.0m0.40%	0.40%	Reduced -929	-929 -23.2%
36	BROADCOM INC COM AVGO	AVGO	2,522	$952.8k0.38%	0.38%	Reduced -706	-706 -21.9%
37	MICROSOFT CORP COM MSFT	MSFT	2,528	$943.0k0.37%	0.37%	Reduced -424	-424 -14.4%
38	ELI LILLY & CO COM LLY	LLY	746	$894.8k0.35%	0.35%	Added +247	+247 49.5%
39	COSTCO WHSL CORP NEW COM COST	COST	865	$809.2k0.32%	0.32%	Reduced -291	-291 -25.2%
40	WALMART INC COM WMT	WMT	6,785	$768.5k0.30%	0.30%	Reduced -3.1k	-3,119 -31.5%
41	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,090	$746.9k0.29%	0.29%	Reduced -221	-221 -9.6%
42	VISA INC COM CL A V	V	2,157	$740.0k0.29%	0.29%	Reduced -252	-252 -10.5%
43	ALPHABET INC CAP STK CL C GOOG	GOOG	1,966	$694.7k0.27%	0.27%	Reduced -501	-501 -20.3%
44	META PLATFORMS INC CL A META	META	1,211	$682.1k0.27%	0.27%	Added +352	+352 41.0%
45	WELLTOWER INC COM WELL	WELL	2,953	$670.2k0.26%	0.26%	Reduced -773	-773 -20.8%
46	MICRON TECHNOLOGY INC COM MU	MU	536	$618.7k0.24%	0.24%	Added +47	+47 9.6%
47	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,295	$561.2k0.22%	0.22%	Added +1.0k	+1,043 413.9%
48	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	647	$493.8k0.19%	0.19%	Reduced -178	-178 -21.6%
49	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	224	$445.6k0.18%	0.18%	Added +53	+53 31.0%
50	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	875	$437.8k0.17%	0.17%	Reduced -102	-102 -10.4%
51	GE AEROSPACE COM NEW GE	GE	1,117	$417.5k0.16%	0.16%	Reduced -199	-199 -15.1%
52	JOHNSON & JOHNSON COM JNJ	JNJ	1,639	$416.4k0.16%	0.16%	Reduced -564	-564 -25.6%
53	MASTERCARD INCORPORATED CL A MA	MA	720	$369.8k0.15%	0.15%	Reduced -52	-52 -6.7%
54	ARISTA NETWORKS INC COM SHS ANET	ANET	2,134	$362.5k0.14%	0.14%	Added +1.4k	+1,393 188.0%
55	SERVICENOW INC COM NOW	NOW	3,623	$359.7k0.14%	0.14%	Added +649	+649 21.8%
56	TRANSDIGM GROUP INC COM TDG	TDG	256	$341.0k0.13%	0.13%	Reduced -12	-12 -4.5%
57	TESLA INC COM TSLA	TSLA	807	$339.4k0.13%	0.13%	Added +14	+14 1.8%
58	ROPER TECHNOLOGIES INC COM ROP	ROP	992	$335.7k0.13%	0.13%	Added +114	+114 13.0%
59	WASTE MGMT INC DEL COM WM	WM	1,503	$335.0k0.13%	0.13%	Reduced -131	-131 -8.0%
60	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	6,533	$328.1k0.13%	0.13%	Added +535	+535 8.9%
61	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	2,552	$326.8k0.13%	0.13%	Reduced -4	-4 -0.2%
62	PEPSICO INC COM PEP	PEP	2,388	$323.3k0.13%	0.13%	Reduced -533	-533 -18.2%
63	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	3,330	$321.1k0.13%	0.13%	Reduced -4.7k	-4,721 -58.6%
64	TJX COS INC NEW COM TJX	TJX	2,077	$314.7k0.12%	0.12%	Reduced -305	-305 -12.8%
65	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	3,396	$309.7k0.12%	0.12%	Unchanged
66	PROGRESSIVE CORP COM PGR	PGR	1,409	$307.8k0.12%	0.12%	Reduced -76	-76 -5.1%
67	UNION PAC CORP COM UNP	UNP	1,123	$305.5k0.12%	0.12%	Added +965	+965 610.8%
68	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	5,840	$295.4k0.12%	0.12%	Unchanged
69	SPROTT ASSET MANAGEMENT LP TR UNIT CEF	CEF	7,178	$288.8k0.11%	0.11%	Reduced -2.2k	-2,247 -23.8%
70	CISCO SYS INC COM CSCO	CSCO	2,413	$283.4k0.11%	0.11%	Added +90	+90 3.9%
71	SYNOPSYS INC COM SNPS	SNPS	615	$274.3k0.11%	0.11%	Added +592	+592 2573.9%
72	MONOLITHIC PWR SYS INC COM MPWR	MPWR	192	$265.4k0.10%	0.10%	Reduced -160	-160 -45.5%
73	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	3,568	$261.9k0.10%	0.10%	Added +3.6k	+3,568 —
74	ADVANCED MICRO DEVICES INC COM AMD	AMD	435	$252.7k0.10%	0.10%	Added +134	+134 44.5%
75	ISHARES TR CORE US AGGBD ET AGG	AGG	2,325	$230.1k0.09%	0.09%	Reduced -2.1k	-2,143 -48.0%
76	FRANKLIN TEMPLETON DIGITAL H BITCOIN ETF SHS EZBC	EZBC	6,622	$224.6k0.09%	0.09%	Added +2.1k	+2,139 47.7%
77	ISHARES TR SP SMCP600VL ETF IJS	IJS	1,456	$199.0k0.08%	0.08%	Added +1	+1 0.1%
78	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	3,848	$196.2k0.08%	0.08%	Reduced -400	-400 -9.4%
79	DUKE ENERGY CORP NEW COM NEW DUK	DUK	1,475	$186.7k0.07%	0.07%	Reduced -3.9k	-3,903 -72.6%
80	INTUIT COM INTU	INTU	678	$177.0k0.07%	0.07%	Added +113	+113 20.0%
81	ISHARES TR 7-10 YR TRSY BD IEF	IEF	1,866	$176.5k0.07%	0.07%	Added +144	+144 8.4%
82	APPLIED MATLS INC COM AMAT	AMAT	235	$169.9k0.07%	0.07%	Added +47	+47 25.0%
83	INTEL CORP COM INTC	INTC	1,205	$168.3k0.07%	0.07%	Reduced -79	-79 -6.2%
84	T-MOBILE US INC COM TMUS	TMUS	930	$156.0k0.06%	0.06%	Reduced -15	-15 -1.6%
85	MCDONALDS CORP COM MCD	MCD	577	$156.0k0.06%	0.06%	Added +419	+419 265.2%
86	BAKER HUGHES COMPANY CL A BKR	BKR	2,691	$149.3k0.06%	0.06%	Reduced -2.7k	-2,671 -49.8%
87	CATERPILLAR INC COM CAT	CAT	137	$145.9k0.06%	0.06%	Added +17	+17 14.2%
88	HOME DEPOT INC COM HD	HD	410	$144.7k0.06%	0.06%	Reduced -976	-976 -70.4%
89	ALTRIA GROUP INC COM MO	MO	1,966	$141.5k0.06%	0.06%	Reduced -156	-156 -7.3%
90	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	811	$138.6k0.05%	0.05%	New
91	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	2,343	$135.1k0.05%	0.05%	Reduced -129	-129 -5.2%
92	MERCK & CO INC COM MRK	MRK	1,030	$132.4k0.05%	0.05%	Reduced -97	-97 -8.6%
93	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	1,480	$132.0k0.05%	0.05%	Added +3	+3 0.2%
94	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	2,366	$127.8k0.05%	0.05%	Added +35	+35 1.5%
95	ABBVIE INC COM ABBV	ABBV	483	$121.5k0.05%	0.05%	Reduced -67	-67 -12.2%
96	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	173	$118.6k0.05%	0.05%	Unchanged
97	AMERICAN CENTY ETF TR AVANTIS INTL SML AVDS	AVDS	1,561	$117.5k0.05%	0.05%	Unchanged
98	CORNING INC COM GLW	GLW	456	$116.5k0.05%	0.05%	Reduced -414	-414 -47.6%
99	CHEVRON CORP NEW COM CVX	CVX	694	$115.1k0.05%	0.05%	Reduced -54	-54 -7.2%
100	NEOS ETF TRUST NASDAQ 100 HDGD QQQH	QQQH	2,042	$114.0k0.05%	0.05%	Added +420	+420 25.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INNOVATOR ETFS TRUST BALT	BALT	41,679	$1.4m41.7k shares
EXXON MOBIL CORP XOM	XOM	3,228	$547.7k3.2k shares
LULULEMON ATHLETICA INC LULU	LULU	1,531	$234.4k1.5k shares
VANGUARD SPECIALIZED FUNDS VIG	VIG	243	$52.3k243 shares
HONEYWELL INTL INC		62	$28.1k62 shares
CHURCH & DWIGHT CO INC CHD	CHD	238	$22.2k238 shares
VANGUARD WORLD FD VFH	VFH	99	$12.0k99 shares
SOUTHERN COPPER CORP SCCO	SCCO	62	$10.7k62 shares
TRI POINTE HOMES INC TPH	TPH	197	$9.2k197 shares
VANGUARD WORLD FD VIS	VIS	26	$8.1k26 shares
VANGUARD WORLD FD MGK	MGK	105	$7.7k105 shares
VANGUARD WORLD FD VHT	VHT	24	$6.5k24 shares
VANGUARD WORLD FD VAW	VAW	29	$6.5k29 shares
FLEXSHARES TR GUNR	GUNR	103	$5.7k103 shares
SUN CTRY AIRLS HLDGS INC SNCY	SNCY	318	$5.3k318 shares
VANGUARD WORLD FD VPU	VPU	25	$5.0k25 shares
SPORTRADAR GROUP AG SRAD	SRAD	268	$4.5k268 shares
REXFORD INDL RLTY INC REXR	REXR	136	$4.5k136 shares
SS&C TECHNOLOGIES HLDGS INC SSNC	SSNC	63	$4.3k63 shares
KONTOOR BRANDS INC KTB	KTB	60	$4.2k60 shares
DARDEN RESTAURANTS INC DRI	DRI	20	$3.9k20 shares
VANGUARD INDEX FDS VXF	VXF	19	$3.9k19 shares
GRACO INC GGG	GGG	46	$3.9k46 shares
INGREDION INC INGR	INGR	33	$3.7k33 shares
RB GLOBAL INC RBA	RBA	38	$3.6k38 shares