Dogwood Wealth Management LLC - Portfolio Stock Holdings
Dogwood Wealth Management LLC disclosed 932 stock positions in a recent SEC 13F filing. $252,816,475 of stock holdings were filed, with the largest holdings including PVAL, FBND, and VTI. This filing represented positions held on June 30, 2026, and was filed yesterday.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:
June 30, 2026No. of Stocks:
932Est. Stock Holding Value:
$252,816,475Top Stock Holdings By Sector
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Portfolio Stock Holdings - Dogwood Wealth Management LLC
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