Dodds Wealth, LLC reported 56 holdings worth US$445M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Dodds Wealth, LLC reported 56 holdings worth US$445M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 56
- Value as reported
- US$445M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 13,386 | US$3.87M | 0.87% |
| Alphabet Inc (google) Class C | 9,064 | US$3.24M | 0.73% |
| Nvidia Corporation | 10,223 | US$2.05M | 0.46% |
| Berkshire Hathaway Inc. | 3,431 | US$1.72M | 0.39% |
| Welltower Inc. | 4,748 | US$1.08M | 0.24% |
| Amazon.com, Inc. | 3,522 | US$839K | 0.19% |
| Johnson & Johnson | 2,802 | US$712K | 0.16% |
| Microsoft Corp. | 1,899 | US$708K | 0.16% |
| Jp Morgan Chase & Co. | 1,547 | US$506K | 0.11% |
| U.s. Bancorp | 7,658 | US$463K | 0.10% |
| Marriott International | 1,202 | US$446K | 0.10% |
| Cbiz, Inc. | 13,542 | US$434K | 0.10% |
| Pnc Financial Services Group, Inc. (the) | 1,723 | US$424K | 0.10% |
| Walmart Inc. | 3,000 | US$340K | 0.08% |
| Eli Lilly And Company | 271 | US$325K | 0.07% |
| Hca Healthcare, Inc. | 800 | US$312K | 0.07% |
| Coca-cola Company (the) | 3,747 | US$305K | 0.07% |
| Pepsico, Inc. | 2,172 | US$294K | 0.07% |
| Walt Disney Company (the) | 2,667 | US$257K | 0.06% |
| Curtiss-wright Corporation | 312 | US$236K | 0.05% |
| Procter & Gamble Company (the) | 1,543 | US$226K | 0.05% |
| Broadcom Inc. | 547 | US$207K | 0.05% |