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Dodds Wealth, LLC
Dodds Wealth, LLC is an investment advisory firm headquartered in Denver, Colorado. Founded in recent years, the firm provides personalized financial planning and wealth management services tailored to individual and small business clients. Dodds Wealth focuses on building, managing, and preserving client wealth by addressing comprehensive financial needs, not just investment management. The firm is registered with the SEC and employs a small but specialized team of advisers serving clients in Colorado and beyond.
Investment Strategy
Dodds Wealth, LLC develops and implements holistic financial strategies customized to each client's unique goals and circumstances. The firm places a strong emphasis on personalized financial planning, risk management, asset allocation, and ongoing portfolio monitoring. Beyond portfolio investment, they address broader financial questions, including cash flow management, retirement planning, estate considerations, and tax efficiency, aiming to build confidence and long-term financial stability for their clients.
Latest 13F Filing Activity
Dodds Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 56 equity positions with a total 13F market value of $373M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Vanguard Scottsdale FDS among other positions. Dodds Wealth, LLC reduced exposure to Schwab Strategic TR, Ishares TR, Dimensional Etf Trust among others.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCIT | VANGUARD SCOTTSDALE FDS | 13.44% | $50.1M | 604,614 | $81.10 | $82.92 | +$2.9M |
S SPIB | SPDR SERIES TRUST | 13.33% | $49.7M | 1,479,922 | $32.67 | $33.58 | +$2.4M |
G GOVT | ISHARES TR | 13.15% | $49.0M | 2,134,027 | $23.19 | $22.98 | +$25.2M |
V VUG | VANGUARD INDEX FDS | 12.38% | $46.2M | 105,319 | $423.51 | $438.40 | +$35.5M |
I IGIB | ISHARES TR | 11.05% | $41.2M | 773,450 | $51.92 | $53.29 | +$1.5M |
Industry Allocation
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