Dogwood Wealth Management LLC
RIA/Wealth
Dogwood Wealth Management LLC is a RIA/Wealth based in Lenexa, KS led by Eric John Sheerin, managing $219.9M across 747 long positions as of Q3 2025 with 73% ETF concentration.
Managing PartnerEric John Sheerin
- Portfolio Value
- $219.9M
- Positions
- 747
- Top Holding
- FBND at 6.84%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Dogwood Wealth Management LLC's portfolio (45.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.0M | 6.84% | +$1.0M Bought | — 324.2K shares | |
ETF ETF | $14.1M | 6.41% | +$1.1M Bought | — 254.6K shares | |
ETF ETF | $13.0M | 5.93% | +$868.7K Bought | — 39.6K shares | |
ETF ETF | $10.5M | 4.78% | +$587.4K Bought | — 42.5K shares | |
ETF ETF | $9.3M | 4.22% | +$114.5K Bought | — 121.2K shares | |
Unknown Unknown | $8.7M | 3.97% | +$666.3K Bought | — 234.9K shares | |
ETF ETF | $7.6M | 3.46% | +$673.1K Bought | — 149.8K shares | |
ETF ETF | $7.6M | 3.44% | +$536.0K Bought | — 91.1K shares | |
ETF ETF | $7.4M | 3.37% | +$519.0K Bought | — 74.5K shares | |
ETF ETF | $6.5M | 2.94% | +$217.5K Bought | — 60.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Dogwood Wealth Management LLC's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Dogwood Wealth Management LLC
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