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Dodds Wealth, LLC

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13F filer, CIK 1973728, GREENWOOD VILLAGE, CO

Dodds Wealth, LLC reported $407,397,577 across 51 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-08. Its ten largest share positions make up 86.14% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001973728-26-000003

Period
2026-03-31
Reported value
$407M
Holdings
51
Top 10 weight
86.14%
New
0
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JMUBadded+70,647$3.53M
SPIBadded+86,155$2.89M
VCITadded+33,545$2.78M
IGIBadded+50,531$2.69M
SCHBadded+23,099$580K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHVreduced-22,144-$675K
VUGreduced-1,450-$633K
GOVTreduced-15,960-$366K
PTYexited-23,113-$298K
WELLreduced-1,269-$251K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001973728-26-000003, largest first. % of portfolio is the value over $407,397,577, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551,447 shares; 2024Q4: 571,631 shares; 2025Q1: 578,087 shares; 2025Q2: 604,614 shares; 2025Q3: 638,863 shares; 2025Q4: 651,573 shares; 2026Q1: 685,118 shares 685,118$56.7M13.92%+33,545Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337,410 shares; 2024Q4: 1,391,238 shares; 2025Q1: 1,422,160 shares; 2025Q2: 1,479,922 shares; 2025Q3: 1,556,248 shares; 2025Q4: 1,589,658 shares; 2026Q1: 1,675,813 shares 1,675,813$56.2M13.8%+86,155Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698,178 shares; 2024Q4: 746,576 shares; 2025Q1: 756,225 shares; 2025Q2: 773,450 shares; 2025Q3: 824,827 shares; 2025Q4: 838,687 shares; 2026Q1: 889,218 shares 889,218$47.3M11.62%+50,531Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975,375 shares; 2024Q4: 1,006,500 shares; 2025Q1: 1,036,809 shares; 2025Q2: 2,134,027 shares; 2025Q3: 2,252,992 shares; 2025Q4: 2,006,858 shares; 2026Q1: 1,990,898 shares 1,990,898$45.6M11.2%-15,960Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,052 shares; 2024Q4: 28,806 shares; 2025Q1: 28,794 shares; 2025Q2: 105,319 shares; 2025Q3: 104,972 shares; 2025Q4: 102,781 shares; 2026Q1: 101,331 shares 101,331$44.3M10.86%-1,450Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310,932 shares; 2024Q4: 1,278,176 shares; 2025Q1: 1,105,978 shares; 2025Q2: 1,110,461 shares; 2025Q3: 1,097,614 shares; 2025Q4: 1,063,270 shares; 2026Q1: 1,041,126 shares 1,041,126$31.8M7.79%-22,144Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685,428 shares; 2024Q4: 752,010 shares; 2025Q1: 860,683 shares; 2025Q2: 876,957 shares; 2025Q3: 932,126 shares; 2025Q4: 984,749 shares; 2026Q1: 1,007,848 shares 1,007,848$25.3M6.21%+23,099Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,055 shares; 2024Q4: 29,537 shares; 2025Q1: 31,357 shares; 2025Q2: 31,485 shares; 2025Q3: 33,158 shares; 2025Q4: 33,572 shares; 2026Q1: 34,300 shares 34,300$20.5M5.03%+728Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,525 shares; 2024Q4: 139,056 shares; 2025Q1: 166,491 shares; 2025Q2: 162,947 shares; 2025Q3: 171,258 shares; 2025Q4: 172,760 shares; 2026Q1: 171,066 shares 171,066$13.2M3.24%-1,694Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,559 shares; 2026Q1: 202,206 shares 202,206$10.1M2.48%+70,647Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,219 shares; 2024Q4: 91,476 shares; 2025Q1: 128,606 shares; 2025Q2: 129,831 shares; 2025Q3: 129,642 shares; 2025Q4: 129,872 shares; 2026Q1: 129,493 shares 129,493$5.84M1.43%-379Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,232 shares; 2024Q4: 156,274 shares; 2025Q1: 154,340 shares; 2025Q2: 148,834 shares; 2025Q3: 148,805 shares; 2025Q4: 149,348 shares; 2026Q1: 145,033 shares 145,033$5.65M1.39%-4,315Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,021 shares; 2024Q4: 23,299 shares; 2025Q1: 22,522 shares; 2025Q2: 22,495 shares; 2025Q3: 22,135 shares; 2025Q4: 37,516 shares; 2026Q1: 36,495 shares 36,495$4.85M1.19%-1,021Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,523 shares; 2024Q4: 63,309 shares; 2025Q1: 48,668 shares; 2025Q2: 48,104 shares; 2025Q3: 50,857 shares; 2025Q4: 48,739 shares; 2026Q1: 50,630 shares 50,630$4.49M1.1%+1,891Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,683 shares; 2024Q4: 47,964 shares; 2025Q1: 31,343 shares; 2025Q2: 30,763 shares; 2025Q3: 30,715 shares; 2025Q4: 26,786 shares; 2026Q1: 25,334 shares 25,334$3.75M0.92%-1,452Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,903 shares; 2024Q4: 13,830 shares; 2025Q1: 13,737 shares; 2025Q2: 13,416 shares; 2025Q3: 13,417 shares; 2025Q4: 13,419 shares; 2026Q1: 13,271 shares 13,271$3.37M0.83%-148Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,758 shares; 2024Q4: 11,827 shares; 2025Q1: 11,758 shares; 2025Q2: 11,758 shares; 2025Q3: 11,759 shares; 2025Q4: 11,759 shares; 2026Q1: 11,760 shares 11,760$2.26M0.55%+1Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,639 shares; 2024Q4: 28,696 shares; 2025Q1: 28,528 shares; 2025Q2: 28,338 shares; 2025Q3: 28,302 shares; 2025Q4: 28,338 shares; 2026Q1: 28,379 shares 28,379$2.01M0.49%+41Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,282 shares; 2024Q4: 14,282 shares; 2025Q1: 13,941 shares; 2025Q2: 11,316 shares; 2025Q3: 11,096 shares; 2025Q4: 10,981 shares; 2026Q1: 10,106 shares 10,106$1.76M0.43%-875Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,882 shares; 2024Q4: 5,882 shares; 2025Q1: 5,882 shares; 2025Q2: 5,882 shares; 2025Q3: 5,982 shares; 2025Q4: 5,982 shares; 2026Q1: 5,982 shares 5,982$1.72M0.42%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,465 shares; 2025Q3: 3,465 shares; 2025Q4: 3,460 shares; 2026Q1: 3,431 shares 3,431$1.64M0.4%-29Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 603 shares; 2025Q1: 2,681 shares; 2025Q2: 2,640 shares; 2025Q3: 2,647 shares; 2025Q4: 2,652 shares; 2026Q1: 2,449 shares 2,449$1.59M0.39%-203Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: 7,802 shares; 2025Q1: 7,850 shares; 2025Q2: 7,562 shares; 2025Q3: 7,616 shares; 2025Q4: 7,526 shares; 2026Q1: 7,922 shares 7,922$1.2M0.29%+396Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,092 shares; 2024Q4: 23,912 shares; 2025Q1: 22,467 shares; 2025Q2: 22,193 shares; 2025Q3: 21,987 shares; 2025Q4: 19,823 shares; 2026Q1: 17,607 shares 17,607$1.19M0.29%-2,216Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,648 shares; 2024Q4: 19,854 shares; 2025Q1: 9,723 shares; 2025Q2: 9,348 shares; 2025Q3: 9,410 shares; 2025Q4: 7,381 shares; 2026Q1: 7,351 shares 7,351$1.08M0.26%-30Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,557 shares; 2024Q4: 7,571 shares; 2025Q1: 7,579 shares; 2025Q2: 7,584 shares; 2025Q3: 7,560 shares; 2025Q4: 7,582 shares; 2026Q1: 7,546 shares 7,546$1.04M0.26%-36Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,995 shares; 2025Q1: 1,919 shares; 2025Q2: 1,592 shares; 2025Q3: 1,551 shares; 2025Q4: 1,554 shares; 2026Q1: 1,558 shares 1,558$1.02M0.25%+4Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 6,422 shares; 2025Q1: 6,422 shares; 2025Q2: 6,422 shares; 2025Q3: 6,422 shares; 2025Q4: 6,017 shares; 2026Q1: 4,748 shares 4,748$939K0.23%-1,269Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,140 shares; 2025Q1: 3,140 shares; 2025Q2: 2,971 shares; 2025Q3: 2,971 shares; 2025Q4: 2,971 shares; 2026Q1: 2,971 shares 2,971$854K0.21%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,094 shares; 2025Q1: 3,576 shares; 2025Q2: 3,036 shares; 2025Q3: 3,037 shares; 2025Q4: 3,038 shares; 2026Q1: 3,259 shares 3,259$797K0.2%+221Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,955 shares; 2024Q4: 13,252 shares; 2025Q1: 13,191 shares; 2025Q2: 13,190 shares; 2025Q3: 13,239 shares; 2025Q4: 11,672 shares; 2026Q1: 11,577 shares 11,577$742K0.18%-95Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,280 shares; 2025Q1: 1,283 shares; 2025Q2: 1,316 shares; 2025Q3: 1,298 shares; 2025Q4: 1,318 shares; 2026Q1: 1,259 shares 1,259$726K0.18%-59Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,688 shares; 2025Q1: 4,000 shares; 2025Q2: 4,001 shares; 2025Q3: 3,977 shares; 2025Q4: 3,964 shares; 2026Q1: 3,939 shares 3,939$715K0.18%-25Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,774 shares; 2025Q1: 3,745 shares; 2025Q2: 3,420 shares; 2025Q3: 3,450 shares; 2025Q4: 3,420 shares; 2026Q1: 3,342 shares 3,342$696K0.17%-78Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,820 shares; 2025Q1: 1,808 shares; 2025Q2: 1,833 shares; 2025Q3: 1,844 shares; 2025Q4: 1,844 shares; 2026Q1: 1,798 shares 1,798$665K0.16%-46Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,862 shares; 2024Q4: 11,866 shares; 2025Q1: 10,798 shares; 2025Q2: 10,590 shares; 2025Q3: 10,594 shares; 2025Q4: 10,599 shares; 2026Q1: 10,602 shares 10,602$557K0.14%+3Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,512 shares; 2025Q1: 1,763 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,690 shares 1,690$553K0.14%+305Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,852 shares; 2024Q4: 10,007 shares; 2025Q1: 10,118 shares; 2025Q2: 10,947 shares; 2025Q3: 11,122 shares; 2025Q4: 11,331 shares; 2026Q1: 17,672 shares 17,672$536K0.13%+6,341Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares 1,407$414K0.1%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,815 shares; 2024Q4: 7,815 shares; 2025Q1: 7,815 shares; 2025Q2: 7,658 shares; 2025Q3: 7,658 shares; 2025Q4: 7,658 shares; 2026Q1: 7,658 shares 7,658$398K0.1%0Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800$379K0.09%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$373K0.09%0Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,170 shares; 2025Q4: 5,170 shares; 2026Q1: 5,239 shares 5,239$365K0.09%+69Timeline
CBZCBIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,742 shares; 2024Q4: 8,742 shares; 2025Q1: 8,742 shares; 2025Q2: 8,742 shares; 2025Q3: 8,742 shares; 2025Q4: 8,742 shares; 2026Q1: 13,542 shares 13,542$364K0.09%+4,800Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,675 shares; 2025Q3: 2,567 shares; 2025Q4: 2,172 shares; 2026Q1: 2,172 shares 2,172$337K0.08%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,740 shares; 2025Q3: 3,740 shares; 2025Q4: 3,740 shares; 2026Q1: 3,747 shares 3,747$285K0.07%+7Timeline
EQALINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,093 shares; 2025Q1: 5,093 shares; 2025Q2: 5,093 shares; 2025Q3: 5,093 shares; 2025Q4: 5,093 shares; 2026Q1: 5,093 shares 5,093$281K0.07%0Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,497 shares; 2025Q1: 1,498 shares; 2025Q2: 1,489 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares; 2026Q1: 1,423 shares 1,423$262K0.06%-67Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,697 shares; 2025Q1: 2,668 shares; 2025Q2: 2,668 shares; 2025Q3: 2,668 shares; 2025Q4: 2,668 shares; 2026Q1: 2,667 shares 2,667$257K0.06%-1Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 271 shares; 2026Q1: 271 shares 271$249K0.06%0Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,315 shares; 2024Q4: 10,315 shares; 2025Q1: 10,315 shares; 2025Q2: 10,315 shares; 2025Q3: 10,315 shares; 2025Q4: 10,315 shares; 2026Q1: 10,315 shares 10,315$244K0.06%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PTYPIMCO CORPORATE & INCOME OPP23,113$298Kshares
PLTRPALANTIR TECHNOLOGIES INC1,258$224Kshares
PAYXPAYCHEX INC1,927$216Kshares
PGPROCTER & GAMBLE CO1,431$205Kshares
METAMETA PLATFORMS INC309$204Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001973728-26-000003 base2026-05-08acceptance time not in the bulk data set