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 (431 days), 33 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.6% · 6 months +8.4% · 1 year +13.9% · all +13.9%
  • Max drawdown -0.7% · Sharpe 1.06 · win rate 21% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 746729300 · 8.6% · long · since 2025-12-31
  • 316188309 · 8.1% · long · since 2025-06-30
  • 922908769 · 7.5% · long · since 2025-06-30
  • 46138G649 · 6.1% · long · since 2025-06-30
  • 025072877 · 4.6% · long · since 2025-06-30
  • OUNZ · 4.0% · long · since 2025-06-30
  • 025072158 · 3.9% · long · since 2025-06-30
  • 74347B680 · 3.9% · long · since 2025-06-30
  • 46138E222 · 3.8% · long · since 2025-06-30
  • 464287457 · 3.6% · long · since 2025-06-30
  • 78464A409 · 3.5% · long · since 2025-06-30
  • 47103U845 · 3.0% · long · since 2025-06-30

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