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Portfolio (Quarterly) Guide ↗

Dogwood Wealth Management LLC

· CIK 0002056922
13F Portfolio $230M AUM 860 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 188 New 346 Added 164 Reduced 76 Exited
Page 9 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LEIDOS HOLDINGS INC 2.0 $311.0 -7.0 -77.8% $155.50
162 DTE DTE ENERGY CO Utilities 2.0 $292.0 -9.0 -81.8% $146.00 -0.0%
163 STE STERIS PLC Healthcare 1.0 $221.0 -7.0 -87.5% $221.00 -2.5%
164 SEIC SEI INVTS CO Financial Services 2.0 $157.0 -24.0 -92.3% $78.50 +13.4%
Page 9 of 9  ·  164 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.2%
Technology 23.7%
Consumer Defensive 7.9%
Industrials 7.8%
Consumer Cyclical 6.2%
Communication Services 5.3%
Healthcare 4.9%
Utilities 3.7%
Energy 3.2%
Real Estate 2.4%