Dodds Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports a total of 58 positions held by the firm.
The portfolio is diversified across large-cap technology, healthcare, consumer goods, and exchange-traded funds. Major equity holdings include Alphabet Inc. Class A and Class C shares, Apple Inc., Microsoft Corporation, and NVIDIA Corporation. The firm also holds significant positions in Berkshire Hathaway Inc. Class B, Eli Lilly & Co., and Johnson & Johnson.
A substantial portion of the portfolio is allocated to exchange-traded funds (ETFs). The filing lists holdings in the Invesco QQQ Trust Unit Series 1, iShares Core S&P 500 ETF, Schwab Strategic Trust US Broad Market ETF, and various Vanguard index funds, including the Vanguard S&P 500 ETF Shares and the Vanguard Total International Stock ETF.
Other notable individual stock positions include Coca-Cola Co., Procter & Gamble Co., Marriott International Inc., and The Walt Disney Company. The filing indicates that all positions are held as sole voting and dispositive power.
