Dodds Wealth, LLC has released its latest 13F-HR filing, revealing a total investment value of approximately $443.8 million as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategy and asset management within the financial services sector.

Founded in Greenwood Village, Colorado, Dodds Wealth, LLC is a financial services firm that focuses on managing investment portfolios for its clients. The firm operates under the Central Index Key (CIK) 0001973728 and has been actively filing reports with the SEC, with its most recent submission dated November 2, 2026.

The filing indicates that Dodds Wealth has made substantial investments in major companies, including Alphabet Inc., Amazon.com Inc., and Apple Inc. The report details a total of 58 holdings, with a notable emphasis on technology and consumer goods sectors. The firm has exercised sole investment discretion over its holdings, which underscores its active management approach.

Specifically, the filing lists significant positions such as:

  • Alphabet Inc. Class A: 3,150 shares valued at approximately $1,083,935
  • Alphabet Inc. Class C: 5,982 shares valued at approximately $2,038,433
  • Amazon.com Inc.: 3,438 shares valued at approximately $856,578
  • Apple Inc.: 13,450 shares valued at approximately $4,479,154
  • Berkshire Hathaway Inc. Class B: 3,431 shares valued at approximately $1,708,217

These investments reflect Dodds Wealth's strategy to capitalize on high-growth companies, particularly in the technology sector, which has shown resilience and potential for future growth.

The filing further highlights the firm's voting authority, indicating that it holds full voting rights on its shares, allowing Dodds Wealth to influence corporate governance matters in the companies it invests in.

As the financial services industry continues to evolve, Dodds Wealth's strategic positioning and investment choices will be closely watched by industry analysts and competitors alike. The firm has demonstrated a commitment to managing a diverse portfolio that aligns with market trends and client interests.

Looking ahead, it remains to be seen how Dodds Wealth will adjust its investment strategy in response to market conditions and emerging opportunities. The filing does not specify any immediate next steps or upcoming votes related to its holdings.

For more details, the full filing is available through the SEC's EDGAR database, accession number 0001973728-26-000006.