Institutional Manager · CIK 0001717658
DeDora Capital, Inc.
NAPA, CA · File #028-18313
Latest AUM
$422.5M
Positions
115
Top-10 Concentration
53.3%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025115 pos · $422.5M
- 13F HOLDINGS REPORTQ/E Sep 2025112 pos · $414.3M
- 13F HOLDINGS REPORTQ/E Jun 2025115 pos · $383.1M
- 13F HOLDINGS REPORTQ/E Mar 2025113 pos · $347.0M
- 13F HOLDINGS REPORTQ/E Dec 2024109 pos · $365.2M
- 13F HOLDINGS REPORTQ/E Sep 2024108 pos · $358.0M
- 13F HOLDINGS REPORTQ/E Jun 2024108 pos · $325.5M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024108 pos · $314.1M
- 13F HOLDINGS REPORTQ/E Mar 2024106 pos · $313.6M
- 13F HOLDINGS REPORTQ/E Dec 202398 pos · $253.9M
- 13F HOLDINGS REPORTQ/E Sep 2023100 pos · $258.0M
- 13F HOLDINGS REPORTQ/E Jun 2023104 pos · $234.4M
- 13F HOLDINGS REPORTQ/E Mar 2023106 pos · $210.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908736 | 66,806 | $32.6M | 8.57% |
| 2 | VANGUARD WHITEHALL FDS | 921946406 | 214,265 | $30.8M | 8.09% |
| 3 | FIDELITY MERRIMACK STR TR | 316188309 | 580,880 | $26.7M | 7.03% |
| 4 | ISHARES TR | 464287200 | 35,660 | $24.4M | 6.42% |
| 5 | VANGUARD INDEX FDS | 922908751 | 78,867 | $20.3M | 5.35% |
| 6 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 601,170 | $17.8M | 4.67% |
| 7 | APPLE INC | AAPL | 56,224 | $15.3M | 4.02% |
| 8 | VANGUARD INDEX FDS | 922908363 | 24,295 | $15.2M | 4.01% |
| 9 | VANGUARD WORLD FD | 921910691 | 162,173 | $10.3M | 2.71% |
| 10 | INVESCO EXCHANGE TRADED FD T | IVZ | 47,573 | $9.1M | 2.40% |
| 11 | MICROSOFT CORP | MSFT | 18,839 | $9.1M | 2.40% |
| 12 | NVIDIA CORPORATION | NVDA | 48,752 | $9.1M | 2.39% |
| 13 | AMAZON COM INC | AMZN | 36,716 | $8.5M | 2.23% |
| 14 | TESLA INC | TSLA | 18,386 | $8.3M | 2.17% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 135,694 | $7.8M | 2.04% |
| 16 | BROADCOM INC | AVGO | 21,693 | $7.5M | 1.97% |
| 17 | ALPHABET INC | GOOG | 23,891 | $7.5M | 1.97% |
| 18 | NUSHARES ETF TR | NU | 73,875 | $7.2M | 1.90% |
| 19 | ALPHABET INC | GOOG | 20,806 | $6.5M | 1.71% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 18,833 | $6.1M | 1.60% |