Long-term investor
Dogwood Wealth Management LLC @dogwoodwealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056922).
Record
- Tracked since 2025-06-30 (441 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +6.8% · all +6.8%
- Max drawdown n/a · win rate 16% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PVAL · 8.6% · long · since 2025-12-31
- FBND · 8.1% · long · since 2025-12-31
- VTI · 7.5% · long · since 2025-12-31
- QQQM · 6.1% · long · since 2025-12-31
- AVUV · 4.6% · long · since 2025-12-31
- OUNZ · 4.0% · long · since 2025-12-31
- AVLC · 3.9% · long · since 2025-12-31
- REGL · 3.9% · long · since 2025-12-31
- IDMO · 3.8% · long · since 2025-12-31
- SHY · 3.6% · long · since 2025-12-31
- SPYG · 3.5% · long · since 2025-12-31
- JAAA · 3.0% · long · since 2025-12-31