Holdings
Dogwood Wealth Management LLC
As of Jun 30, 2026, Dogwood Wealth Management LLC reported 684 positions worth US$34.6M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 15,748 | US$3.15M | +213 | Jun 30, 2026 |
| Apple Inc | 8,690 | US$2.51M | −377 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 4,034 | US$1.44M | −738 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,496 | US$1.07M | −513 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 3,081 | US$1.01M | −929 | Jun 30, 2026 |
| Broadcom Inc. | 2,522 | US$953K | −706 | Jun 30, 2026 |
| Microsoft Corp. | 2,528 | US$943K | −424 | Jun 30, 2026 |
| Eli Lilly And Company | 746 | US$895K | +247 | Jun 30, 2026 |
| Costco Wholesale Corporation | 865 | US$809K | −291 | Jun 30, 2026 |
| Walmart Inc. | 6,785 | US$768K | −3,119 | Jun 30, 2026 |