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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Dodds Wealth, LLC

Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001973728-26-000002

Total Value
$407.8M
Positions
56
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (56)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SCOTTSDALE FDS92206C870651,573$54.6M13.38%
2SPDR SERIES TRUST78464A3751,589,658$53.7M13.18%
3VANGUARD INDEX FDS922908736102,781$50.1M12.30%
4ISHARES TR46429B2672,006,858$46.2M11.33%
5ISHARES TR464288638838,687$45.2M11.08%
6SCHWAB STRATEGIC TR8085244091,063,270$31.5M7.72%
7SCHWAB STRATEGIC TR808524102984,749$25.8M6.33%
8VANGUARD INDEX FDS92290836333,572$21.1M5.16%
9VANGUARD STAR FDS921909768172,760$13.0M3.20%
10J P MORGAN EXCHANGE TRADED F46641Q647131,559$6.6M1.63%
11DIMENSIONAL ETF TRUST25434V104129,872$6.1M1.49%
12DIMENSIONAL ETF TRUST25434V203149,348$5.7M1.40%
13SELECT SECTOR SPDR TR81369Y80337,516$5.4M1.32%
14VANGUARD INDEX FDS92290855348,739$4.3M1.06%
15VANGUARD WHITEHALL FDS92194640626,786$3.8M0.94%
16APPLE INCAAPL13,419$3.6M0.89%
17INVESCO EXCHANGE TRADED FD TIVZ11,759$2.3M0.55%
18DIMENSIONAL ETF TRUST25434V40128,338$2.1M0.52%
19NVIDIA CORPORATIONNVDA10,981$2.0M0.50%
20ALPHABET INCGOOG5,982$1.9M0.46%
21SPDR S&P 500 ETF TRSPY2,652$1.8M0.44%
22BERKSHIRE HATHAWAY INC DELBRK-A3,460$1.7M0.43%
23ISHARES TR46428750719,823$1.3M0.32%
24SELECT SECTOR SPDR TR81369Y2097,381$1.1M0.28%
25WELLTOWER INCWELL6,017$1.1M0.27%
26VANGUARD INTL EQUITY INDEX F9220427427,582$1.1M0.26%
27ISHARES TR4642872001,554$1.1M0.26%
28ISHARES TR4642871687,526$1.1M0.26%
29ALPHABET INCGOOG2,971$929,9990.23%
30MICROSOFT CORPMSFT1,844$892,0370.22%
31INVESCO QQQ TRIVZ1,318$809,3560.20%
32ISHARES TR4642877213,964$791,5440.19%
33AMAZON COM INCAMZN3,420$789,4040.19%
34VANGUARD TAX-MANAGED FDS92194385811,672$729,1780.18%
35JOHNSON & JOHNSONJNJ3,038$628,7790.15%
36ISHARES TR46428864610,599$560,4880.14%
37JPMORGAN CHASE & CO.VYLD1,407$453,3640.11%
38CBIZ INCCBZ8,742$441,0340.11%
39MARRIOTT INTL INC NEW5719032021,385$429,8280.11%
40US BANCORP DELUSB-PS7,658$408,6310.10%
41HCA HEALTHCARE INCHCA800$373,4880.09%
42ISHARES TR46428868711,331$350,8040.09%
43INVESCO EXCHANGE TRADED FD TIVZ5,170$343,9080.08%
44WALMART INCWMT3,000$334,2300.08%
45PEPSICO INCPEP2,172$311,7790.08%
46DISNEY WALT CO2546871062,668$303,5590.07%
47PIMCO CORPORATE & INCOME OPPPTY23,113$298,1580.07%
48ELI LILLY & COLLY271$291,4270.07%
49INVESCO EXCH TRADED FD TR IIIVZ5,093$268,0960.07%
50VANGUARD INDEX FDS9229085121,490$264,2440.06%
51COCA COLA COKO3,740$261,4710.06%
52DIMENSIONAL ETF TRUST25434V82310,315$236,2210.06%
53PALANTIR TECHNOLOGIES INCPLTR1,258$223,6100.05%
54PAYCHEX INCPAYX1,927$216,1580.05%
55PROCTER AND GAMBLE CO7427181091,431$205,0550.05%
56META PLATFORMS INCMETA309$203,9680.05%