Sign In
test

LEILA SHAVER

Dogwood Wealth Management Llc

Assets Managed
$253.361M
Holdings
851
Last Quarter
2026 - Q2
Filed Date
17d ago
Growth Rate
10.04%(2Q avg: 5.7%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Dogwood Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 851 positions.

Assets under management

The assets under management (AUM) of Dogwood Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 253.361M in assets, with a quarterly growth rate of 10.04% and a 2-quarter average growth rate of 5.7%. The portfolio is managed by LEILA SHAVER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 8.28%
8.59%
$21.74M
426,694 shares@ $50.95 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 10.16%
8.08%
$20.459M
449,753 shares@ $45.5 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 7.79%
7.53%
$19.068M
51,529 shares@ $370.05 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 2.46%
6.12%
$15.506M
51,179 shares@ $302.97 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 6.4%
4.59%
$11.621M
93,148 shares@ $124.76 avg price
OUNZ
Vaneck Merk Gold Etf
Recent Activity
Increased 13.01%
3.96%
$10.033M
259,990 shares@ $38.59 avg price
AVLC
Avantis Us Lg Cap Eq Etf
Recent Activity
Decreased -5.57%
3.89%
$9.841M
109,391 shares@ $89.96 avg price
REGL
Prshrs S&p Mid 400 Dvd Arist
Recent Activity
Increased 11.37%
3.88%
$9.822M
107,264 shares@ $91.58 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 9.74%
3.82%
$9.663M
160,272 shares@ $60.3 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 3.75%
3.62%
$9.147M
111,404 shares@ $82.11 avg price

1-10 of 851