SEC Form 13F

Dogwood Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-07
Reported value$253,361,014
Positions851

Largest disclosed positions

IssuerTickerClassReported valueReported amount
PUTNAM ETF TRUSTPVALFOCUSED LAR CAP$21,740,040426,694
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$20,459,286449,753
VANGUARD INDEX FDSVTITOTAL STK MKT$19,067,81251,529
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$15,505,65951,179
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$11,621,11493,148
VANECK MERK GOLD ETFOUNZGOLD SHS$10,033,014259,990
AMERICAN CENTY ETF TRAVLCAVANTIS US LARG$9,840,809109,391
PROSHARES TRREGLS&P MDCP 400 DIV$9,822,187107,264
INVESCO EXCH TRADED FD TR IIIDMOS&P INTL MOMNT$9,662,826160,272
ISHARES TRSHY1 3 YR TREAS BD$9,147,382111,404

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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