DOGWOOD WEALTH MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMI | 20K | $550.90K |
 | NVDA | 16K | $2.96M |
 | AAPL | 10K | $2.78M |
 | CSCO | 9K | $706.83K |
 | WMT | 9K | $1.02M |
 | KR | 8K | $493.34K |
 | AMZN | 8K | $1.73M |
 | UBER | 7K | $589.05K |
 | DUK | 7K | $835.59K |
 | BKR | 7K | $313.59K |
 | NFLX | 6K | $573.32K |
 | NI | 6K | $252.61K |
 | APAM | 6K | $245.17K |
 | SLDP | 6K | $24.44K |
 | SO | 6K | $487.10K |
 | KKR | 5K | $685.10K |
 | FTV | 5K | $282.51K |
 | JPM | 5K | $1.49M |
 | SAN | 4K | $48.93K |
 | WELL | 4K | $762.12K |
Kinder Morgan, Inc.
KMI
Shares Held
20K
Value
$550.90K
NVIDIA Corporation
NVDA
Shares Held
16K
Value
$2.96M
Apple Inc.
AAPL
Shares Held
10K
Value
$2.78M
Cisco Systems, Inc.
CSCO
Shares Held
9K
Value
$706.83K
Walmart Inc.
WMT
Shares Held
9K
Value
$1.02M
The Kroger Co.
KR
Shares Held
8K
Value
$493.34K
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.73M
Uber Technologies, Inc.
UBER
Shares Held
7K
Value
$589.05K
Duke Energy Corporation
DUK
Shares Held
7K
Value
$835.59K
Baker Hughes Company
BKR
Shares Held
7K
Value
$313.59K
Netflix, Inc.
NFLX
Shares Held
6K
Value
$573.32K
NiSource Inc.
NI
Shares Held
6K
Value
$252.61K
Artisan Partners Asset Management Inc.
APAM
Shares Held
6K
Value
$245.17K
Solid Power, Inc.
SLDP
Shares Held
6K
Value
$24.44K
The Southern Company
SO
Shares Held
6K
Value
$487.10K
KKR & Co. Inc.
KKR
Shares Held
5K
Value
$685.10K
Fortive Corporation
FTV
Shares Held
5K
Value
$282.51K
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.49M
Banco Santander, S.A.
SAN
Shares Held
4K
Value
$48.93K
Welltower Inc.
WELL
Shares Held
4K
Value
$762.12K