D
Dodds Wealth, LLC
RIA/Wealth
Dodds Wealth, LLC is a RIA/Wealth based in Greenwood Village, CO led by John Michael Dodds, reporting $638.0M in AUM as of Q3 2025 with 96% ETF concentration and 86% concentrated in top 10 holdings.
CCOJohn Michael Dodds
- Portfolio Value
- $403.8M
- Positions
- 60
- Top Holding
- VCIT at 13.31%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Dodds Wealth, LLC's portfolio (86.3% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $53.7M | 13.31% | +$2.9M Bought | — 638.9K shares | |
ETF ETF | $52.7M | 13.06% | +$2.6M Bought | — 1.6M shares | |
ETF ETF | $52.1M | 12.90% | +$2.8M Bought | — 2.3M shares | |
ETF ETF | $50.3M | 12.47% | -$166.4K Sold | — 105.0K shares | |
ETF ETF | $44.6M | 11.05% | +$2.8M Bought | — 824.8K shares | |
ETF ETF | $32.0M | 7.91% | -$374.0K Sold | — 1.1M shares | |
ETF ETF | $24.0M | 5.94% | +$1.4M Bought | — 932.1K shares | |
ETF ETF | $20.3M | 5.03% | +$1.0M Bought | — 33.2K shares | |
ETF ETF | $12.6M | 3.12% | +$610.5K Bought | — 171.3K shares | |
ETF ETF | $6.2M | 1.55% | -$101.5K Sold | — 22.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Dodds Wealth, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+6.64% | |
+6.29% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-9.49% | |
-4.04% | |
-2.58% | |
-1.94% | |
-1.6% |
Analytics
Portfolio insights and performance metrics for Dodds Wealth, LLC
GthenA