13F Filings History of Dogwood Wealth Management LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$227,192,679
Signature - Title
Leila Shaver - COUNSEL
Location
Lenexa, KS
Summary
This page shows a list of all the recent 13F filings made by Dogwood Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dogwood Wealth Management LLC reported 738 stock holdings with total value $227,192,679 as of Q4 2025. Top holdings included FBND, PVAL, VTI, QQQM, and OUNZ.

Notify me when Dogwood Wealth Management LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 738 $227,192,679 +$34,835,525 -$30,086,857 +$4,748,668 FBND, PVAL, VTI, QQQM, OUNZ 13F-HR 03 Feb 2026, 21:17
Q3 2025 745 $219,979,091 +$14,621,428 -$9,817,994 +$4,803,434 FBND, SPYV, VTI, QQQM, AVLC 13F-HR 10 Nov 2025, 21:26
Q2 2025 692 $204,736,120 +$34,780,410 -$32,746,768 +$2,033,642 FBND, SPYV, VTI, QQQM, AVLC 13F-HR 18 Jul 2025, 12:58
Q1 2025 534 $190,193,820 +$13,623,216 -$9,004,216 +$4,619,000 FBND, SPYV, VTI, AVLC, QQQ 13F-HR 30 Apr 2025, 11:39
Q4 2024 281 $189,031,022 +$40,927,152 -$25,223,470 +$15,703,682 FBND, SPYV, VTI, AVLC, QQQ 13F-HR 04 Mar 2025, 15:36
Q3 2024 199 $173,875,104 +$13,047,250 -$9,336,895 +$3,710,355 STIP, AVLC, SPYV, VTI, IVV 13F-HR 28 Feb 2025, 10:01
Q2 2024 246 $162,343,501 +$46,631,814 -$33,558,401 +$13,073,413 STIP, AVLC, SPYV, VTI, IVV 13F-HR 04 Mar 2025, 15:34
Q1 2024 241 $147,880,759 +$15,577,058 -$3,111,576 +$12,465,482 STIP, SPTM, VTI, MUB, IVV 13F-HR 28 Feb 2025, 09:56
Q4 2023 219 $127,941,282 $0 $0 $0 STIP, SPTM, AVIG, IVV, VTI 13F-HR 28 Feb 2025, 09:52