Dodds Wealth
Dodds Wealth reported 58 stocks worth $444M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are SPIB (12.5%), VCIT (12.3%) and VUG (12.1%). Compared with Q2 2026, the fund opened new positions in MUB, VGIT and VTC, added to SCHB, VOO and VXUS, trimmed SPIB, VCIT and VUG and sold out of CW, PG and AVGO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPIB Spdr Series Trust | $55.4M | 12.5% | 1.7M | −29K (−2%) | 8 of 8 | |
| 2 |  VCIT Vanguard Scottsdale Fds | $54.4M | 12.3% | 694K | −18K (−2%) | 8 of 8 | |
| 3 |  VUG Vanguard Index Fds | $53.8M | 12.1% | 597K | −3,299 (−1%) | 8 of 8 | |
| 4 |  IGIB Ishares TR | $44.3M | 10.0% | 880K | −44K (−5%) | 8 of 8 | |
| 5 |  GOVT Ishares US Treasury Bond | $42.2M | 9.5% | 1.9M | −110K (−5%) | 8 of 8 | |
| 6 |  SCHV Schwab US Large Cap | $33.8M | 7.6% | 1M | −15K (−1%) | 8 of 8 | |
| 7 |  SCHB Schwab US Broad Market ETF | $31.6M | 7.1% | 1.1M | +59K (+6%) | 8 of 8 | |
| 8 |  VOO Vanguard S&P 500 ETF | $25.8M | 5.8% | 37K | +1,773 (+5%) | 8 of 8 | |
| 9 |  VXUS Vanguard Star Fds | $15.1M | 3.4% | 178K | +7,452 (+4%) | 8 of 8 | |
| 10 |  XLK Select Sector Spdr TR | $7.2M | 1.6% | 37K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Dodds Wealth 13F FAQ
What does Dodds Wealth own?
Dodds Wealth reported 58 stocks worth $444M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are SPIB (12.5%), VCIT (12.3%) and VUG (12.1%). The table above lists every position in the filing (the top 10 without an account).
What did Dodds Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 16 added to, 16 trimmed and 5 sold out. New positions include MUB, VGIT and VTC. It sold all of CW, PG and AVGO.
When will Dodds Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Dodds Wealth's portfolio worth?
The Q3 2026 filing reports $444M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.