Dodds Wealth, LLC
•CIK: 1973728•Filing: Q4 2025
**Dodds Wealth, LLC** manages $408M across a diversified portfolio of 56 positions. The strategy exhibits a significant allocation to fixed income and growth equities, notably holding $54.6M in VCIT and $53.7M in SPIB. Core equity exposure is anchored by $50.1M in VUG and $21.1M in VOO, complemented by substantial government and investment-grade bond holdings totaling over $100M. This structure suggests a tactical blend of income generation and broad market growth capture.
Total AUM
$407.8M
QoQ Performance
+1.0%
Positions
39
Top 10 Concentration
85.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VCIT
SPIB
VUG
GOVT
IGIB
SCHV
SCHB
VOO
VCIT13.4%
SPIB13.2%
VUG12.3%
GOVT11.3%
IGIB11.1%
SCHV7.7%
SCHB6.3%
VOO5.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.4%
ETF5.9%
Technology2.4%
Financial0.5%
Consumer0.4%
Healthcare0.2%
Consumer Staples0.1%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑18 increased
↓18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023