DeDora Capital, Inc. — 13F Holdings & Portfolio
CIK 1717658 · latest 13F-HR filed 2026-04-27
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$407.8M
Long-equity book
Holdings
123
Distinct positions
Period
2026-03-31
Filed 2026-04-27
Q/Q Activity
+11 / −3 / ↑33 / ↓53
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WORLD GOLD TR$1.7M +36.2%
- CHEVRON CORPORATION$904.3K +34.4%
- VANGUARD WORLD FD$818.2K +7.9%
- VANGUARD WORLD FD$733.6K +19.4%
- LINDE PLC$656.4K +35.7%
Top Trims
- VANGUARD INDEX FDS-$3.8M -11.6%
- APPLOVIN CORP-$2.2M -40.9%
- MICROSOFT CORP-$2.2M -23.7%
- APPLE INC-$1.5M -9.6%
- TESLA INC-$1.4M -17.5%
New Positions
- MORGAN STANLEY ETF TRUST$633.7K
- ASTRAZENECA PLC$440.4K
- ISHARES TR$413.1K
- NUSHARES ETF TR$370.1K
- BANK NEW YORK MELLON CORP$311.5K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $31.1M | 7.63% | 210,147 | SH |
| 2 | VANGUARD INDEX FDS | VUG | 922908736 | $28.8M | 7.06% | 65,934 | SH |
| 3 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $26.1M | 6.39% | 571,151 | SH |
| 4 | ISHARES TR | IVV | 464287200 | $23.3M | 5.71% | 35,652 | SH |
| 5 | VANGUARD INDEX FDS | VB | 922908751 | $20.8M | 5.11% | 79,562 | SH |
| 6 | CAPITAL GROUP INTL FOCUS EQT | CGXU | 14019W109 | $17.8M | 4.37% | 603,966 | SH |
| 7 | VANGUARD INDEX FDS | VOO | 922908363 | $14.3M | 3.50% | 23,913 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $13.8M | 3.39% | 54,421 | SH |
| 9 | VANGUARD WORLD FD | VCEB | 921910691 | $11.1M | 2.73% | 177,260 | SH |
| 10 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $8.9M | 2.19% | 46,538 | SH |
| 11 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.4M | 2.05% | 47,944 | SH |
| 12 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $8.0M | 1.97% | 141,476 | SH |
| 13 | AMAZON COM INC | AMZN | 023135106 | $7.6M | 1.87% | 36,588 | SH |
| 14 | NUSHARES ETF TR | NULG | 67092P201 | $7.1M | 1.73% | 77,638 | SH |
| 15 | MICROSOFT CORP | MSFT | 594918104 | $7.0M | 1.70% | 18,783 | SH |
| 16 | TESLA INC | TSLA | 88160R101 | $6.8M | 1.67% | 18,356 | SH |
| 17 | ALPHABET INC | GOOG | 02079K107 | $6.6M | 1.61% | 22,944 | SH |
| 18 | BROADCOM INC | AVGO | 11135F101 | $6.5M | 1.60% | 21,091 | SH |
| 19 | WORLD GOLD TR | GLDM | 98149E303 | $6.4M | 1.56% | 68,561 | SH |
| 20 | NUSHARES ETF TR | NUSC | 67092P607 | $6.1M | 1.48% | 134,321 | SH |
| 21 | ALPHABET INC | GOOGL | 02079K305 | $5.9M | 1.45% | 20,509 | SH |
| 22 | INVESCO QQQ TR | QQQ | 46090E103 | $5.6M | 1.38% | 9,720 | SH |
| 23 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.5M | 1.34% | 18,608 | SH |
| 24 | J P MORGAN EXCHANGE TRADED F | HELO | 46654Q724 | $4.8M | 1.18% | 75,312 | SH |
| 25 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $4.8M | 1.17% | 104,837 | SH |
| 26 | HOME DEPOT INC | HD | 437076102 | $4.5M | 1.11% | 13,711 | SH |
| 27 | VANGUARD WORLD FD | VSGX | 921910725 | $4.5M | 1.11% | 62,833 | SH |
| 28 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $4.2M | 1.04% | 4,238 | SH |
| 29 | RTX CORPORATION | RTX | 75513E101 | $4.0M | 0.99% | 20,988 | SH |
| 30 | CHEVRON CORPORATION | CVX | 166764100 | $3.5M | 0.87% | 17,094 | SH |
| 31 | WALMART INC | WMT | 931142103 | $3.2M | 0.79% | 25,965 | SH |
| 32 | APPLOVIN CORP | APP | 03831W108 | $3.2M | 0.79% | 8,067 | SH |
| 33 | ABBVIE INC | ABBV | 00287Y109 | $3.2M | 0.78% | 14,699 | SH |
| 34 | ELI LILLY & CO | LLY | 532457108 | $3.1M | 0.77% | 3,400 | SH |
| 35 | META PLATFORMS INC | META | 30303M102 | $3.0M | 0.75% | 5,331 | SH |
| 36 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $2.9M | 0.70% | 4 | SH |
| 37 | VISA INC | V | 92826C839 | $2.8M | 0.69% | 9,320 | SH |
| 38 | ISHARES TR | CMF | 464288356 | $2.8M | 0.68% | 49,042 | SH |
| 39 | UNION PAC CORP | UNP | 907818108 | $2.7M | 0.66% | 11,085 | SH |
| 40 | AMGEN INC | AMGN | 031162100 | $2.6M | 0.64% | 7,382 | SH |
| 41 | NETFLIX INC. | NFLX | 64110L106 | $2.5M | 0.62% | 26,463 | SH |
| 42 | CAPITAL GRP FIXED INCM ETF T | CGSD | 14020Y409 | $2.5M | 0.62% | 98,429 | SH |
| 43 | LINDE PLC | LIN | G54950103 | $2.5M | 0.61% | 5,030 | SH |
| 44 | VANGUARD INDEX FDS | VO | 922908629 | $2.3M | 0.57% | 8,073 | SH |
| 45 | MASTERCARD INCORPORATED | MA | 57636Q104 | $2.3M | 0.55% | 4,526 | SH |
| 46 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $2.1M | 0.51% | 7,760 | SH |
| 47 | SPDR GOLD TR | GLD | 78463V107 | $2.1M | 0.51% | 4,812 | SH |
| 48 | PROSHARES TR | TQQQ | 74347X831 | $1.9M | 0.46% | 45,064 | SH |
| 49 | PROCTER & GAMBLE CO | PG | 742718109 | $1.8M | 0.45% | 12,791 | SH |
| 50 | PROSHARES TR | UPRO | 74347X864 | $1.8M | 0.43% | 18,280 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-27 | $407.8M | 123 | 0001172661-26-001537 |
| 2025-12-31 | 2026-01-22 | $422.5M | 115 | 0001172661-26-000258 |