Dodds Wealth, LLC
Net buyer this quarter
$445M
26
+$1.05M
4.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VYM | $3.99M | 0.90% | Not reported | -0.3% | Q4 2023 |
 AAPL | $3.87M | 0.87% | 0.00% | +0.9% | Q4 2023 |
 GOOG | $2.11M | 0.48% | Not reported | Not reported | Q4 2023 |
 NVDA | $2.05M | 0.46% | 0.00% | +1.2% | Q4 2023 |
 SPY | $1.81M | 0.41% | Not reported | -0.9% | Q4 2023 |
 BRK.B | $1.72M | 0.39% | Not reported | Not reported | Q4 2023 |
| GOOGL | $1.13M | 0.25% | 0.00% | +6.0% | Q4 2023 |
 WELL | $1.08M | 0.24% | 0.00% | Not reported | Q4 2023 |
 QQQ | $962K | 0.22% | Not reported | +3.8% | Q4 2023 |
 AMZN | $839K | 0.19% | 0.00% | +5.4% | Q4 2023 |
 JNJ | $712K | 0.16% | 0.00% | -14.0% | Q4 2023 |
 MSFT | $708K | 0.16% | 0.00% | +5.6% | Q4 2023 |
 JPM | $506K | 0.11% | 0.00% | +10.0% | Q4 2023 |
 USB | $463K | 0.10% | 0.00% | Not reported | Q1 2024 |
 MAR | $446K | 0.10% | 0.00% | -28.9% | Q4 2023 |
 CBZ | $434K | 0.10% | 0.02% | Not reported | Q4 2023 |
 PNC | $424K | 0.10% | 0.00% | New | Q2 2026 |
 WMT | $340K | 0.08% | 0.00% | Not reported | Q2 2024 |
 LLY | $325K | 0.07% | 0.00% | Not reported | Q1 2024 |
 HCA | $312K | 0.07% | 0.00% | Not reported | Q4 2023 |
 KO | $305K | 0.07% | 0.00% | Not reported | Q1 2024 |
 PEP | $294K | 0.07% | 0.00% | Not reported | Q4 2023 |
 DIS | $257K | 0.06% | 0.00% | Not reported | Q4 2023 |
 CW | $236K | 0.05% | 0.00% | New | Q2 2026 |
 PG | $226K | 0.05% | 0.00% | Not reported | Q1 2024 |
 AVGO | $207K | 0.05% | 0.00% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| VYM | $3.75M | 0.92% | Not reported | -5.4% | Q4 2023 |
| AAPL | $3.37M | 0.83% | 0.00% | -1.1% | Q4 2023 |
| NVDA | $1.76M | 0.43% | 0.00% | -8.0% | Q4 2023 |
| GOOG | $1.72M | 0.42% | Not reported | Not reported | Q4 2023 |
| BRK.B | $1.64M | 0.40% | Not reported | -0.8% | Q4 2023 |
| SPY | $1.59M | 0.39% | Not reported | -7.7% | Q4 2023 |
| WELL | $939K | 0.23% | 0.00% | -21.1% | Q4 2023 |
| GOOGL | $854K | 0.21% | 0.00% | Not reported | Q4 2023 |
| JNJ | $797K | 0.20% | 0.00% | +7.3% | Q4 2023 |
| QQQ | $726K | 0.18% | Not reported | -4.5% | Q4 2023 |
| AMZN | $696K | 0.17% | 0.00% | -2.3% | Q4 2023 |
| MSFT | $665K | 0.16% | 0.00% | -2.5% | Q4 2023 |
| MAR | $553K | 0.14% | 0.00% | +22.0% | Q4 2023 |
| JPM | $414K | 0.10% | 0.00% | Not reported | Q4 2023 |
| USB | $398K | 0.10% | 0.00% | Not reported | Q1 2024 |
| HCA | $379K | 0.09% | 0.00% | Not reported | Q4 2023 |
| WMT | $373K | 0.09% | 0.00% | Not reported | Q2 2024 |
| CBZ | $364K | 0.09% | 0.02% | +54.9% | Q4 2023 |
| PEP | $337K | 0.08% | 0.00% | Not reported | Q4 2023 |
| KO | $285K | 0.07% | 0.00% | +0.2% | Q1 2024 |
| DIS | $257K | 0.06% | 0.00% | 0.0% | Q4 2023 |
| LLY | $249K | 0.06% | 0.00% | Not reported | Q1 2024 |
| Q4 2025 | |||||
| VYM | $3.84M | 0.94% | Not reported | -12.8% | Q4 2023 |
| AAPL | $3.65M | 0.89% | 0.00% | 0.0% | Q4 2023 |
| NVDA | $2.05M | 0.50% | 0.00% | -1.0% | Q4 2023 |
| GOOG | $1.88M | 0.46% | Not reported | Not reported | Q4 2023 |
| SPY | $1.81M | 0.44% | Not reported | +0.2% | Q4 2023 |
| BRK.B | $1.74M | 0.43% | Not reported | -0.1% | Q4 2023 |
| WELL | $1.12M | 0.27% | 0.00% | -6.3% | Q4 2023 |
| GOOGL | $930K | 0.23% | 0.00% | Not reported | Q4 2023 |
| MSFT | $892K | 0.22% | 0.00% | Not reported | Q4 2023 |
| QQQ | $809K | 0.20% | Not reported | +1.5% | Q4 2023 |
| AMZN | $789K | 0.19% | 0.00% | -0.9% | Q4 2023 |
| JNJ | $629K | 0.15% | 0.00% | 0.0% | Q4 2023 |
| JPM | $453K | 0.11% | 0.00% | -6.6% | Q4 2023 |
| CBZ | $441K | 0.11% | 0.02% | Not reported | Q4 2023 |
| MAR | $430K | 0.11% | 0.00% | Not reported | Q4 2023 |
| USB | $409K | 0.10% | 0.00% | Not reported | Q1 2024 |
| HCA | $373K | 0.09% | 0.00% | Not reported | Q4 2023 |
| WMT | $334K | 0.08% | 0.00% | Not reported | Q2 2024 |
| PEP | $312K | 0.08% | 0.00% | -15.4% | Q4 2023 |
| DIS | $304K | 0.07% | 0.00% | Not reported | Q4 2023 |
| PTY | $298K | 0.07% | Not reported | Not reported | Q4 2023 |
| LLY | $291K | 0.07% | 0.00% | Not reported | Q1 2024 |
| KO | $261K | 0.06% | 0.00% | Not reported | Q1 2024 |
 PLTR | $224K | 0.05% | 0.00% | -3.0% | Q3 2025 |
 PAYX | $216K | 0.05% | 0.00% | -1.8% | Q4 2023 |
| PG | $205K | 0.05% | 0.00% | Not reported | Q1 2024 |
 META | $204K | 0.05% | Not reported | Not reported | Q2 2025 |
| Q3 2025 | |||||
| VYM | $4.33M | 1.07% | Not reported | -0.2% | Q4 2023 |
| AAPL | $3.42M | 0.85% | 0.00% | 0.0% | Q4 2023 |
| NVDA | $2.07M | 0.51% | 0.00% | -1.9% | Q4 2023 |
| SPY | $1.76M | 0.44% | Not reported | +0.3% | Q4 2023 |
| BRK.B | $1.74M | 0.43% | Not reported | Not reported | Q4 2023 |
| GOOG | $1.46M | 0.36% | Not reported | +1.7% | Q4 2023 |
| WELL | $1.14M | 0.28% | 0.00% | Not reported | Q4 2023 |
| MSFT | $955K | 0.24% | 0.00% | +0.6% | Q4 2023 |
| QQQ | $779K | 0.19% | Not reported | -1.4% | Q4 2023 |
| AMZN | $758K | 0.19% | 0.00% | +0.9% | Q4 2023 |
| GOOGL | $722K | 0.18% | 0.00% | Not reported | Q4 2023 |
| JNJ | $563K | 0.14% | 0.00% | 0.0% | Q4 2023 |
| JPM | $475K | 0.12% | 0.00% | Not reported | Q4 2023 |
| CBZ | $463K | 0.11% | 0.02% | Not reported | Q4 2023 |
| USB | $370K | 0.09% | 0.00% | Not reported | Q1 2024 |
| MAR | $361K | 0.09% | 0.00% | Not reported | Q4 2023 |
| PEP | $361K | 0.09% | 0.00% | -4.0% | Q4 2023 |
| HCA | $341K | 0.08% | 0.00% | Not reported | Q4 2023 |
| PTY | $334K | 0.08% | Not reported | Not reported | Q4 2023 |
| AVGO | $331K | 0.08% | 0.00% | Not reported | Q2 2025 |
| WMT | $309K | 0.08% | 0.00% | Not reported | Q2 2024 |
| DIS | $306K | 0.08% | 0.00% | Not reported | Q4 2023 |
 TSLA | $256K | 0.06% | 0.00% | Not reported | Q4 2024 |
| PAYX | $249K | 0.06% | 0.00% | Not reported | Q4 2023 |
| KO | $248K | 0.06% | 0.00% | Not reported | Q1 2024 |
| PLTR | $237K | 0.06% | 0.00% | New | Q3 2025 |
| META | $227K | 0.06% | Not reported | Not reported | Q2 2025 |
| PG | $220K | 0.05% | 0.00% | -9.5% | Q1 2024 |
 ORCL | $210K | 0.05% | 0.00% | New | Q3 2025 |
| LLY | $207K | 0.05% | 0.00% | Not reported | Q1 2024 |
| LPSN | $39.3K | 0.01% | 0.65% | Not reported | Q4 2024 |