Dodds Wealth, LLC
All 13F Filings
- Location
- Greenwood Village, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 444,569
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 56 | 444,569 | 13F-HR | Dodds Wealth, LLC |
| Q1 2026 | 5/8/2026 | 51 | 407,398 | 13F-HR | Dodds Wealth, LLC |
| Q4 2025 | 2/11/2026 | 56 | 407,816 | 13F-HR | Dodds Wealth, LLC |
| Q3 2025 | 11/12/2025 | 60 | 403,787 | 13F-HR | Dodds Wealth, LLC |
| Q2 2025 | 7/31/2025 | 56 | 372,913 | 13F-HR | Dodds Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.99 K | 4.3% | 2.938 K | 0 | 2.938 K |
| ETFs | 425.6 K | 95.7% | 34.23 K | 0 | 34.23 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
444,569
Holdings
56
QoQ value change ($000)
37,171
(9.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.