Institutional filer · SEC 13F · Q1 2024
Dodds Wealth, LLC
The reported 13F portfolio of Dodds Wealth, LLC (CIK 1973728) - top holdings, how concentrated the book is, and what changed last quarter.
- $246.0M
- Reported book
- 57
- Positions
- #169
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Dodds Wealth, LLC ranks #169 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2024 the reported book is $246.0M across 57 positions, a concentrated portfolio led by a few core positions.
- $246.0M
- reported 13F value
- 57
- disclosed positions
- 17.0%
- in VANGUARD SCOTTSDALE FD
- #169
- of 360 filers
Top-5 share 66.3% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Dodds Wealth, LLC ranks #169 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Dodds Wealth, LLC sits by disclosed position count
Dodds Wealth, LLC reports 57 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Dodds Wealth, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
57 251st of 360 higher than 109 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Dodds Wealth, LLC reports a book ($0.25B) concentrated across only 57 disclosed positions -- fewer than the 104-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1973728 · Q1 2024 $246M book
BOOK-MID · POS-FOCUS · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #169/360
- POS-FOCUS 57 names
- CONC-DOM 66% top-5
- LEAD-DOM 17.0% VANGUARD SCOTTSDALE…
- PHOTO-FINISH Eaton Financial Hold…
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2024
Photo-finish peer on reported book: Eaton Financial Holdings Company, LLC
Read with: Ownership concentration guide - Dodds Wealth, LLC's top-five positions weigh 66% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Dodds Wealth, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$246.0M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | $41.9M | 17.0% |
| 2 | SPDR SER TR | $41.5M | 16.9% |
| 3 | SCHWAB STRATEGIC TR | $34.5M | 14.0% |
| 4 | ISHARES TR | $34.0M | 13.8% |
| 5 | SCHWAB STRATEGIC TR | $11.3M | 4.6% |
| 6 | VANGUARD INDEX FDS | $10.9M | 4.4% |
| 7 | VANGUARD INDEX FDS | $9.1M | 3.7% |
| 8 | VANGUARD WHITEHALL FDS | $6.4M | 2.6% |
| 9 | VANGUARD STAR FDS | $6.2M | 2.5% |
| 10 | SCHWAB STRATEGIC TR | $5.4M | 2.2% |
| 11 | DIMENSIONAL ETF TRUST | $5.4M | 2.2% |
| 12 | SELECT SECTOR SPDR TR | $3.9M | 1.6% |
| 13 | DIMENSIONAL ETF TRUST | $3.4M | 1.4% |
| 14 | SELECT SECTOR SPDR TR | $3.0M | 1.2% |
| 15 | ISHARES TR | $2.6M | 1.1% |
| 16 | INVESCO EXCHANGE TRADED FD T | $2.3M | 0.9% |
| 17 | APPLE INC | $2.2M | 0.9% |
| 18 | DIMENSIONAL ETF TRUST | $1.7M | 0.7% |
| 19 | BERKSHIRE HATHAWAY INC DEL | $1.6M | 0.7% |
| 20 | ISHARES TR | $1.4M | 0.6% |
| 21 | ISHARES TR | $1.1M | 0.4% |
| 22 | ALPHABET INC | $965K | 0.4% |
| 23 | ISHARES TR | $961K | 0.4% |
| 24 | DIMENSIONAL ETF TRUST | $861K | 0.3% |
| 25 | NVIDIA CORPORATION | $861K | 0.3% |
Frequently Asked Questions
- How big is Dodds Wealth, LLC's 13F portfolio?
- Dodds Wealth, LLC reports $246.0M of long US-equity positions across 57 securities as of Q1 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Dodds Wealth, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Dodds Wealth, LLC ranks #169 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Dodds Wealth, LLC's largest position?
- Dodds Wealth, LLC's largest reported position is VANGUARD SCOTTSDALE FDS at $41.9M, about 17.0% of its reported book as of Q1 2024.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Dodds Wealth, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($246.0M here).
Similar holding count
Nearest filers by number of disclosed positions (57 here).
Using this filing
- The rankings sort every tracked filer the same way Dodds Wealth, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Eaton Financial Holdings Company, LLC reported the nearest book value ($245.8M) this quarter, a useful scale comparison for Dodds Wealth, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.