Dogwood Wealth Management LLC
All 13F Filings
- Location
- Lenexa, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 253,361
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 | 7/6/2026 | 851 | 253,361 | 13F-HR | Dogwood Wealth Management LLC |
| Q1 2026 | 5/12/2026 | 860 | 230,254 | 13F-HR | Dogwood Wealth Management LLC |
| Q4 2025 | 2/4/2026 | 766 | 227,193 | 13F-HR | Dogwood Wealth Management LLC |
| Q3 2025 | 11/12/2025 | 750 | 219,979 | 13F-HR | Dogwood Wealth Management LLC |
| Q2 2025 | 7/18/2025 | 694 | 204,736 | 13F-HR | Dogwood Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.42 K | 17.1% | 0 | 1.746 K | -1.746 K |
| ETFs | 209.9 K | 82.9% | 24.83 K | 0 | 24.83 K |
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Fund Snapshot
Q2 2026
Latest filed
7/6/2026
Total value ($000)
253,361
Holdings
851
QoQ value change ($000)
23,107
(10.0%)
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.