Holdings of Dogwood Wealth Management LLC
765 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 54.2 % of the equity sleeve
Sector breakdown
- Funds 6.8 %
- Technology 5.0 %
- Financials 2.1 %
- Consumer staples 1.7 %
- Industrials 1.4 %
- Consumer discretionary 1.2 %
- Communication 1.1 %
- Health care 0.9 %
- Utilities 0.8 %
- Real estate 0.4 %
- Energy 0.4 %
- Materials 0.1 %
- Unattributed 78.1 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- NL 0.1 %
- GB 0.0 %
- TW 0.0 %
- ES 0.0 %
- BR 0.0 %
- DE 0.0 %
- JP 0.0 %
- MX 0.0 %
- KR 0.0 %
- AU 0.0 %
- KY 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 711 | 215.4M $ | 99.75 % |
| 2 | NL | 3 | 230.1K $ | 0.11 % |
| 3 | GB | 10 | 101K $ | 0.05 % |
| 4 | TW | 3 | 65.7K $ | 0.03 % |
| 5 | ES | 2 | 54K $ | 0.03 % |
| 6 | BR | 4 | 15.9K $ | 0.01 % |
| 7 | DE | 2 | 15.6K $ | 0.01 % |
| 8 | JP | 4 | 12.7K $ | 0.01 % |
| 9 | MX | 3 | 6.8K $ | 0.00 % |
| 10 | KR | 4 | 6.7K $ | 0.00 % |
| 11 | AU | 2 | 5.7K $ | 0.00 % |
| 12 | KY | 3 | 5.5K $ | 0.00 % |