Long-term investor
Dodds Wealth, LLC @doddswealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001973728).
Record
- Tracked since 2025-06-30 (448 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days +5.6% · 6 months n/a · 1 year +7.8% · all +7.8%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92206C870 · 13.2% · long · since 2025-06-30
- 78464A375 · 13.1% · long · since 2025-06-30
- 922908736 · 11.6% · long · since 2025-06-30
- 464288638 · 11.1% · long · since 2025-06-30
- 46429B267 · 10.4% · long · since 2025-06-30
- 808524409 · 8.1% · long · since 2025-06-30
- 808524102 · 6.6% · long · since 2025-06-30
- 922908363 · 5.4% · long · since 2025-06-30
- 921909768 · 3.3% · long · since 2025-06-30
- 46641Q647 · 2.5% · long · since 2025-12-31
- 81369Y803 · 1.6% · long · since 2025-06-30
- 25434V104 · 1.4% · long · since 2025-06-30