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LEILA SHAVER

Dogwood Wealth Management Llc

Assets Managed
$230.254M
Holdings
860
Last Quarter
2026 - Q1
Filed Date
1mo 22d ago
Growth Rate
1.35%(2Q avg: 2.32%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Dogwood Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 860 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 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 230.254M in assets, with a quarterly growth rate of 1.35% and a 2-quarter average growth rate of 2.32%. The portfolio is managed by LEILA SHAVER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 8.69%
8.09%
$18.627M
408,309 shares@ $45.63 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
Increased 6.6%
7.95%
$18.285M
394,076 shares@ $46.41 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 10.41%
6.67%
$15.338M
47,809 shares@ $320.82 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 10.37%
5.16%
$11.87M
49,953 shares@ $237.62 avg price
OUNZ
Vaneck Merk Gold Etf
Recent Activity
Decreased -1.37%
4.51%
$10.365M
230,079 shares@ $45.06 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 3.84%
4.21%
$9.671M
87,547 shares@ $110.48 avg price
AVLC
Avantis Us Lg Cap Eq Etf
Recent Activity
Increased 2.27%
3.91%
$8.984M
115,853 shares@ $77.55 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 4.97%
3.86%
$8.866M
107,381 shares@ $82.57 avg price
REGL
Prshrs S&p Mid 400 Dvd Arist
Recent Activity
Increased 6.3%
3.62%
$8.323M
96,321 shares@ $86.42 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 9.2%
3.48%
$8.01M
146,059 shares@ $54.85 avg price

1-10 of 860