DeDora Capital, Inc.

Q1 2026 13F-HR Holdings

Location
Napa, CA
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$407,850
Net value change ($000)
-14,609 (-3.5%)
New positions
11
Sold out positions
3
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLDM 1,688 36.2%
CVX 905 34.4%
VCEB 818 7.9%
VSGX 734 19.5%
LIN 657 35.8%
CVSB 634 NEW
COST 564 15.4%
VB 495 2.4%
AZN 440 NEW
XJR 413 NEW
Top Reduces (Value $000, Stocks/ETFs)
VUG -3,793 -11.6%
APP -2,225 -40.9%
MSFT -2,158 -23.7%
AAPL -1,474 -9.6%
TSLA -1,445 -17.5%
IVV -1,136 -4.7%
AVGO -980 -13.1%
VOO -947 -6.2%
GOOGL -915 -12.2%
AMZN -855 -10.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type