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JOHN MICHAEL DODDS

Dodds Wealth, Llc

Assets Managed
$407.398M
Holdings
51
Last Quarter
2026 - Q1
Filed Date
2mo 3d ago
Growth Rate
-0.1%(2Q avg: 0.45%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dodds Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 51 positions.

Assets under management

The assets under management (AUM) of Dodds Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 407.398M in assets, with a quarterly growth rate of -0.1% and a 2-quarter average growth rate of 0.45%. The portfolio is managed by JOHN MICHAEL DODDS, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 5.15%
13.92%
$56.694M
685,118 shares@ $82.76 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 5.42%
13.8%
$56.207M
1.676M shares@ $33.54 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 6.03%
11.62%
$47.324M
889,218 shares@ $53.23 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Decreased -0.79%
11.2%
$45.611M
1.991M shares@ $22.91 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1.41%
10.87%
$44.26M
101,331 shares@ $436.79 avg price
SCHV
Schwab Us Large-cap Value
Recent Activity
Decreased -2.08%
7.8%
$31.754M
1.041M shares@ $30.5 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 2.35%
6.21%
$25.297M
1.008M shares@ $25.1 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.17%
5.04%
$20.496M
34,300 shares@ $597.56 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -0.98%
3.24%
$13.191M
171,066 shares@ $77.12 avg price
JMUB
Jpmorgan Municipal Etf
Recent Activity
Increased 53.7%
2.49%
$10.108M
202,206 shares@ $50.0 avg price

1-10 of 51