DeDora Capital, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, DeDora Capital, Inc. held in its portfolio 115 assets valued at $422,459,158 (i.e. $422.46M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($32.59M), VANGUARD WHITEHALL FDS ($30.75M), and FIDELITY MERRIMACK STR TR ($26.74M).
The chart below shows the top 10 valuable assets, and the table below shows the top 115 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
DeDora Capital, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 66806 | 32592216 | GROWTH ETF |
| VANGUARD WHITEHALL FDS | 214265 | 30751271 | HIGH DIV YLD |
| FIDELITY MERRIMACK STR TR | 580880 | 26743720 | TOTAL BD ETF |
| ISHARES TR | 35660 | 24425196 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 78867 | 20343782 | SMALL CP ETF |
| CAPITAL GROUP INTL FOCUS EQT | 601170 | 17764563 | SHS CREATION UNI |
| APPLE INC | 56224 | 15284985 | COM |
| VANGUARD INDEX FDS | 24295 | 15236274 | S&P 500 ETF SHS |
| VANGUARD WORLD FD | 162173 | 10319068 | ESG US CORP BD |
| INVESCO EXCHANGE TRADED FD T | 47573 | 9113110 | S&P500 EQL WGT |
| MICROSOFT CORP | 18839 | 9111019 | COM |
| NVIDIA CORPORATION | 48752 | 9092155 | COM |
| AMAZON COM INC | 36716 | 8474787 | COM |
| TESLA INC | 18386 | 8268552 | COM |
| J P MORGAN EXCHANGE TRADED F | 135694 | 7767115 | EQUITY PREMIUM |
| BROADCOM INC | 21693 | 7508007 | COM |
| ALPHABET INC | 23891 | 7497139 | CAP STK CL C |
| NUSHARES ETF TR | 73875 | 7224983 | NUVEEN ESG LRGCP |
| ALPHABET INC | 20806 | 6512215 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 18833 | 6068332 | COM |
| INVESCO QQQ TR | 9760 | 5995638 | UNIT SER 1 |
| NUSHARES ETF TR | 132575 | 5919489 | NUVEEN ESG SMLCP |
| APPLOVIN CORP | 8067 | 5435706 | COM CL A |
| WORLD GOLD TR | 54664 | 4666666 | SPDR GLD MINIS |
| SPDR INDEX SHS FDS | 104837 | 4655811 | PORTFOLIO DEVLPD |
| HOME DEPOT INC | 13452 | 4628753 | COM |
| J P MORGAN EXCHANGE TRADED F | 69291 | 4602993 | HEDGED EQUITY LA |
| RTX CORPORATION | 21685 | 3976940 | COM |
| VANGUARD WORLD FD | 52686 | 3773371 | ESG INTL STK ETF |
| ELI LILLY & CO | 3410 | 3664178 | COM |
| COSTCO WHSL CORP NEW | 4244 | 3659426 | COM |
| META PLATFORMS INC | 5391 | 3558576 | CL A |
| ABBVIE INC | 14856 | 3394404 | COM |
| VISA INC | 9236 | 3238988 | COM CL A |
| BERKSHIRE HATHAWAY INC DEL | 4 | 3019200 | CL A |
| WALMART INC | 26143 | 2912542 | COM |
| ISHARES TR | 49163 | 2824927 | CALIF MUN BD ETF |
| CHEVRON CORP NEW | 17272 | 2632481 | COM |
| UNITEDHEALTH GROUP INC | 7846 | 2590176 | COM |
| MASTERCARD INCORPORATED | 4500 | 2569077 | CL A |
| UNION PAC CORP | 11016 | 2548131 | COM |
| CAPITAL GRP FIXED INCM ETF T | 93321 | 2427292 | SHORT DURATION |
| AMGEN INC | 7398 | 2421581 | COM |
| PROSHARES TR | 45871 | 2418310 | ULTRAPRO QQQ |
| NETFLIX INC | 25247 | 2367159 | COM |
| VANGUARD INDEX FDS | 8146 | 2364205 | MID CAP ETF |
| PROSHARES TR | 18280 | 2116126 | ULTRPRO S&P500 |
| SPDR GOLD TR | 4942 | 1958564 | GOLD SHS |
| SALESFORCE INC | 7286 | 1930222 | COM |
| LINDE PLC | 4309 | 1837337 | SHS |
| ADVANCED MICRO DEVICES INC | 8524 | 1825590 | COM |
| PROCTER AND GAMBLE CO | 12269 | 1758298 | COM |
| UBER TECHNOLOGIES INC | 19172 | 1566544 | COM |
| ABBOTT LABS | 12203 | 1528976 | COM |
| VANGUARD STAR FDS | 19930 | 1503519 | VG TL INTL STK F |
| ENSIGN GROUP INC | 8038 | 1400253 | COM |
| XCEL ENERGY INC | 17397 | 1284968 | COM |
| JOHNSON & JOHNSON | 6112 | 1264939 | COM |
| FIRST TR EXCHANGE-TRADED FD | 13232 | 1224126 | CAP STRENGTH ETF |
| BERKSHIRE HATHAWAY INC DEL | 2339 | 1175698 | CL B NEW |
| ORACLE CORP | 5529 | 1077711 | COM |
| MERCK & CO INC | 10182 | 1071727 | COM |
| PIMCO ETF TR | 9441 | 947268 | ENHAN SHRT MA AC |
| LOCKHEED MARTIN CORP | 1903 | 920233 | COM |
| MCDONALDS CORP | 2981 | 911178 | COM |
| GE AEROSPACE | 2949 | 908533 | COM NEW |
| ISHARES BITCOIN TRUST ETF | 18224 | 904822 | SHS BEN INT |
| GRAYSCALE COINDESK CRYPTO | 19496 | 805637 | USD SHS |
| MCKESSON CORP | 950 | 779276 | COM |
| LAM RESEARCH CORP | 4535 | 776301 | COM NEW |
| FIRST TR EXCHANGE TRADED FD | 10234 | 731240 | NASDAQ CYB ETF |
| ACCENTURE PLC IRELAND | 2693 | 722436 | SHS CLASS A |
| AUTOMATIC DATA PROCESSING IN | 2676 | 688242 | COM |
| SPDR S&P 500 ETF TR | 987 | 673055 | TR UNIT |
| MOODYS CORP | 1315 | 671768 | COM |
| THERMO FISHER SCIENTIFIC INC | 1151 | 667224 | COM |
| ADOBE INC | 1860 | 650981 | COM |
| NEXTERA ENERGY INC | 7998 | 642119 | COM |
| NUCOR CORP | 3825 | 623896 | COM |
| WW GRAINGER INC | 601 | 606439 | COM |
| DISNEY WALT CO | 5227 | 594659 | COM |
| CATERPILLAR INC | 897 | 513704 | COM |
| PALANTIR TECHNOLOGIES INC | 2674 | 475304 | CL A |
| TOYOTA MOTOR CORP | 2141 | 458302 | ADS |
| COINBASE GLOBAL INC | 2007 | 453863 | COM CL A |
| QUALCOMM INC | 2646 | 452587 | COM |
| CROWDSTRIKE HLDGS INC | 952 | 446260 | CL A |
| ISHARES TR | 5043 | 417661 | 1 3 YR TREAS BD |
| ASTRAZENECA PLC | 4457 | 409732 | SPONSORED ADR |
| PEPSICO INC | 2740 | 393179 | COM |
| AVANTOR INC | 33237 | 380896 | COM |
| TE CONNECTIVITY PLC | 1664 | 378577 | ORD SHS |
| DANAHER CORPORATION | 1648 | 377260 | COM |
| EXXON MOBIL CORP | 3107 | 373903 | COM |
| CME GROUP INC | 1335 | 364562 | COM |
| GILEAD SCIENCES INC | 2890 | 354705 | COM |
| MICRON TECHNOLOGY INC | 1186 | 338560 | COM |
| ARISTA NETWORKS INC | 2528 | 331244 | COM SHS |
| AMERICAN EXPRESS CO | 868 | 321117 | COM |
| UNITED RENTALS INC | 396 | 320491 | COM |
| DIGITAL RLTY TR INC | 1997 | 308995 | COM |
| CARRIER GLOBAL CORPORATION | 5404 | 285524 | COM |
| BOEING CO | 1285 | 278942 | COM |
| VERIZON COMMUNICATIONS INC | 6843 | 278715 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 4057 | 277337 | SHS REP COM UT |
| ISHARES SILVER TR | 4235 | 272819 | ISHARES |
| VANGUARD WORLD FD | 2221 | 268652 | ESG US STK ETF |
| LOWES COS INC | 1108 | 267205 | COM |
| PAYPAL HLDGS INC | 4545 | 265358 | COM |
| COCA COLA CO | 3426 | 239513 | COM |
| UNITED PARCEL SERVICE INC | 2402 | 238252 | CL B |
| STARBUCKS CORP | 2641 | 222435 | COM |
| PTC INC | 1262 | 219853 | COM |
| FIRST TR EXCH TRADED FD III | 10588 | 192913 | PFD SECS INC ETF |
| NOKIA CORP | 25707 | 166324 | SPONSORED ADR |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.