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| Happy Holidays!! thanks for using AUM13F!! |
| Dodds Wealth LLC
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| CRD # | 323632 |
| SEC # | 801-127016 |
| CIK # | 0001973728 |
| AUM | $638.0 M (2025-02-20) |
| Employees | 12 (58% Investors, 75% Brokers) |
| Phone | 303-539-3900 |
| Address | 5251 Dtc Parkway Ste 720 Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001973728 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.8 | ||
| Nvidia Corp | 1.8 | ||
| Alphabet Inc | 1.0 | ||
| Health Care REIT Inc /DE/ | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| Amazon Com Inc | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 284 | 139.7 |
| (b) Individuals (high net worth individuals) | 155 | 494.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,276 | 638.0 |
| By Discretionary | ||
| Discretionary | 1,266 | 635.5 |
| Non-Discretionary | 10 | 2.5 |
| Total | 1,276 | 638.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 638.0 | |
| Total | 1,276 | 638.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001973728] |
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|---|---|---|
|
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AL | 0.6 |
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CA | 0.6 |
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Renaissance Investment Group LLC
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Affinity Capital Advisors LLC
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CA | 0.6 |
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IAM Advisory LLC
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PA | 0.6 |