Dogwood Wealth Management LLC - Portfolio Stock Holdings
Dogwood Wealth Management LLC disclosed 955 stock positions in a recent SEC 13F filing. $253,298,388 of stock holdings were filed, with the largest holdings including BND, VTI, and PVAL. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 6, 2026.We estimate the fund has a total AUM of $257,195,056 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
955Est. Stock Holding Value:
$253,298,388Top Stock Holdings By Sector
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Portfolio Stock Holdings - Dogwood Wealth Management LLC
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