DeDora Capital, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), DeDora Capital, Inc. reported 129 stock positions worth $460.1 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 6.6% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 6.4%) and iShares Core S&P 500 ETF (IVV, 6.1%). Compared with Q1 2026, it opened 13 new positions, sold out of 7, added to 52 and reduced 53. The biggest buy was Vanguard Most SM-Cap ETF-Usd (VB, shares +8%) and the biggest sale Vanguard High DVD Yield ETF (VYM, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- Napa, CA
- CIK
- 0001717658
- Portfolio Value
- $460.1M (Q2 2026)
- SEC Filing
- 0001172661-26-002597 ↗ filed Jul 13, 2026
Holdings Value
Holdings 129 stocks · $460.1M
| VUG Vanguard Mrngstar GR ETF-Sui | 6.62% | 353,822 | $30.5M | Reduce -10.6% |
| VYM Vanguard High DVD Yield ETF | 6.43% | 187,171 | $29.6M | Reduce -10.9% |
| IVV iShares Core S&P 500 ETF | 6.13% | 37,632 | $28.2M | Add +5.5% |
| FBND Fidelity Total Bond ETF | 5.71% | 577,902 | $26.3M | Add +1.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.68% | 86,239 | $26.1M | Add +8.4% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 4.92% | 654,320 | $22.7M | Add +8.3% |
| VOO Vanguard S&P 500 ETF | 3.55% | 23,813 | $16.4M | Reduce -0.4% |
| AAPL Apple Inc. | 3.37% | 53,531 | $15.5M | Reduce -1.6% |
| VCEB Vanguard ESG US Corp. Bond | 2.44% | 178,573 | $11.2M | Add +0.7% |
| RSP Invesco S&P 500 Equal Weight | 2.11% | 45,632 | $9.7M | Reduce -1.9% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 2.04% | 80,070 | $9.4M | Add +3.1% |
| NVDA Nvidia Corp. | 1.99% | 45,833 | $9.2M | Reduce -4.4% |
| JEPI JPMorgan Equity Premium Inco | 1.96% | 159,611 | $9.0M | Add +12.8% |
| AMZN Amazon.com Inc. | 1.85% | 35,641 | $8.5M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 1.72% | 22,442 | $7.9M | Reduce -2.2% |
| AVGO Broadcom Inc. | 1.70% | 20,732 | $7.8M | Reduce -1.7% |
| TSLA Tesla Inc. | 1.66% | 18,137 | $7.6M | Reduce -1.2% |
| MSFT Microsoft Corp. | 1.64% | 20,225 | $7.5M | Add +7.7% |
| GOOGL Alphabet Inc. Class A | 1.57% | 20,156 | $7.2M | Reduce -1.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.53% | 9,578 | $7.1M | Reduce -1.5% |
| NUSC Nuveen ESG Small-Cap ETF | 1.53% | 135,160 | $7.0M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 1.35% | 19,014 | $6.2M | Add +2.2% |
| GLDM SPDR Gold Minishares Trust | 1.34% | 77,348 | $6.1M | Add +12.8% |
| HELO JPMorgan Hedged Equity ETF | 1.29% | 88,005 | $5.9M | Add +16.9% |
| VSGX Vanguard ESG Intl Stock ETF | 1.25% | 69,688 | $5.7M | Add +10.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.15% | 104,837 | $5.3M | No change |
| HD Home Depot Inc. | 1.10% | 14,344 | $5.1M | Add +4.6% |
| AMD Advanced Micro Devices | 0.98% | 7,776 | $4.5M | Reduce -8.6% |
| LLY Eli Lilly & Co. | 0.95% | 3,644 | $4.4M | Add +7.2% |
| APP AppLovin Corp. Class A | 0.90% | 8,000 | $4.1M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 0.89% | 4,362 | $4.1M | Add +2.9% |
| RTX RTX Corp. | 0.86% | 20,907 | $4.0M | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.83% | 15,149 | $3.8M | Add +3.1% |
| TQQQ Proshares Ultrapro QQQ | 0.72% | 40,749 | $3.3M | Reduce -9.6% |
| V Visa Inc. Class A | 0.69% | 9,317 | $3.2M | Reduce -0.0% |
| UNH Unitedhealth Group Inc. | 0.68% | 7,550 | $3.1M | Reduce -2.7% |
| UNP Union Pacific Corp. | 0.66% | 11,171 | $3.0M | Add +0.8% |
| CVX Chevron Corp. | 0.66% | 18,203 | $3.0M | Add +6.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.65% | 4 | $3.0M | No change |
| WMT Walmart Inc. | 0.65% | 26,385 | $3.0M | Add +1.6% |
| META Meta Platforms Inc. Class A | 0.64% | 5,233 | $2.9M | Reduce -1.8% |
| AMGN Amgen Inc. | 0.59% | 7,475 | $2.7M | Add +1.3% |
| CGSD Cap Group Short Duration | 0.57% | 102,567 | $2.6M | Add +4.2% |
| LIN Linde PLC | 0.56% | 4,984 | $2.6M | Reduce -0.9% |
| UPRO Proshares Ultrapro S&P 500 | 0.55% | 17,926 | $2.5M | Reduce -1.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.55% | 31,325 | $2.5M | Reduce -3.0% |
| CMF iShares California Muni Bond | 0.55% | 43,535 | $2.5M | Reduce -11.2% |
| MA Mastercard Inc. Class A | 0.50% | 4,522 | $2.3M | Reduce -0.1% |
| NFLX Netflix Inc. | 0.41% | 26,595 | $1.9M | Add +0.5% |
| FTCA Franklin Ca Muni Inc. ETF | 0.41% | 255,294 | $1.9M | New |
| PG The Procter & Gamble Co. | 0.39% | 12,312 | $1.8M | Reduce -3.7% |
| GLD SPDR Gold Shares | 0.38% | 4,728 | $1.7M | Reduce -1.8% |
| VXUS Vanguard Total Intl Stock | 0.37% | 19,930 | $1.7M | No change |
| JNJ Johnson & Johnson | 0.36% | 6,554 | $1.7M | Add +5.0% |
| XEL Xcel Energy Inc. | 0.34% | 19,367 | $1.6M | Add +10.8% |
| ESGV Vanguard ESG US Stock ETF | 0.33% | 11,631 | $1.5M | Add +423.0% |
| UBER Uber Technologies Inc. | 0.30% | 19,214 | $1.4M | Add +1.7% |
| ENSG The Ensign Group Inc. | 0.30% | 8,636 | $1.4M | Add +8.2% |
| LRCX Lam Research Corp. | 0.30% | 3,148 | $1.4M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.29% | 1,765 | $1.3M | Add +85.4% |
| MRK Merck & Co. Inc. | 0.28% | 9,956 | $1.3M | Reduce -2.0% |
| MU Micron Technology Inc. | 0.26% | 1,051 | $1.2M | Reduce -11.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.25% | 2,314 | $1.2M | No change |
| GE General Electric filed as GE AEROSPACE | 0.24% | 2,994 | $1.1M | Add +6.4% |
| FTCS First Trust Capital Strength | 0.23% | 11,152 | $1.0M | Reduce -9.7% |
| ABT Abbott Laboratories | 0.22% | 11,287 | $1.0M | Reduce -3.7% |
| CAT Caterpillar Inc. | 0.21% | 919 | $978K | Reduce -1.7% |
| LMT Lockheed Martin Corp. | 0.21% | 1,880 | $958K | Reduce -1.3% |
| MINT PIMCO Enhanced Short Maturit | 0.20% | 9,186 | $926K | Reduce -2.7% |
| CRM Salesforce Inc. | 0.20% | 5,853 | $917K | Reduce -18.4% |
| CIBR First Trust Nasdaq Cybersecu | 0.19% | 9,882 | $888K | Reduce -3.7% |
| GDLC Grayscale Coindesk 5 ETF | 0.19% | 32,787 | $865K | Add +27.7% |
| GWW WW Grainger Inc. | 0.18% | 604 | $822K | Add +0.3% |
| MCD McDonald's Corp. | 0.18% | 2,981 | $806K | No change |
| ORCL Oracle Corp. | 0.17% | 5,491 | $805K | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.17% | 8,889 | $780K | Add +11.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 1,001 | $748K | Add +3.1% |
| MCK McKesson Corp. | 0.16% | 963 | $728K | Reduce -0.5% |
| CVSB Calvert Ult-SHRT Inv GRD ETF | 0.14% | 12,912 | $654K | Add +3.1% |
| MCO Moody's Corp. | 0.14% | 1,374 | $622K | Reduce -0.1% |
| IBIT iShares Bitcoin Trust ETF | 0.13% | 17,318 | $577K | Reduce -9.8% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 1,133 | $568K | Reduce -0.3% |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.11% | 9,857 | $520K | Add +3.9% |
| QCOM Qualcomm Inc. | 0.11% | 2,646 | $489K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 5,023 | $484K | Reduce -2.5% |
| URI United Rentals Inc. | 0.10% | 402 | $455K | Add +2.0% |
| ANET Arista Networks Inc. | 0.10% | 2,628 | $446K | Add +4.0% |
| CARR Carrier Global Corp. | 0.10% | 6,061 | $445K | Add +5.6% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.09% | 8,455 | $423K | Add +3.9% |
| XOM Exxon Mobil Corp. | 0.09% | 3,088 | $422K | Add +1.4% |
| AZN Astrazeneca PLC | 0.09% | 2,226 | $422K | Reduce -0.3% |
| COIN Coinbase Global Inc. Class A | 0.09% | 2,743 | $401K | Add +26.8% |
| TM Toyota Motor Corp. -Spon ADR | 0.08% | 2,292 | $386K | Add +0.5% |
| BNY Bank of New York Mellon Corp. | 0.08% | 2,639 | $382K | Add +0.5% |
| PEP Pepsico Inc. | 0.08% | 2,736 | $371K | Reduce -4.9% |
| MRVL Marvell Technology Inc. | 0.08% | 1,232 | $367K | New |
| TEL Te Connectivity PLC | 0.08% | 1,792 | $361K | Reduce -0.3% |
| DLR Digital Realty Trust Inc. | 0.08% | 1,997 | $359K | No change |
| GILD Gilead Sciences Inc. | 0.08% | 2,783 | $352K | Reduce -3.7% |
| SBUX Starbucks Corp. | 0.08% | 3,439 | $351K | Add +13.2% |
Portfolio Sells Q1 2026 → Q2 2026
| VYM Vanguard High DVD Yield ETF | Reduce -10.9% | 6.43% | −1.20 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -10.6% | 6.62% | −0.44 |
| CMF iShares California Muni Bond | Reduce -11.2% | 0.55% | −0.14 |
| RTX RTX Corp. | Reduce -0.4% | 0.86% | −0.13 |
| GLD SPDR Gold Shares | Reduce -1.8% | 0.38% | −0.13 |
| CRM Salesforce Inc. | Reduce -18.4% | 0.20% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -1.8% | 0.64% | −0.11 |
| ACN Accenture PLC Class A | Reduce -35.8% | 0.05% | −0.08 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.9% | 2.11% | −0.08 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.08 |
| LMT Lockheed Martin Corp. | Reduce -1.3% | 0.21% | −0.07 |
| ABT Abbott Laboratories | Reduce -3.7% | 0.22% | −0.07 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -3.7% | 0.39% | −0.06 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.06 |
| NVDA Nvidia Corp. | Reduce -4.4% | 1.99% | −0.06 |
| IBIT iShares Bitcoin Trust ETF | Reduce -9.8% | 0.13% | −0.06 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.06 |
| FTCS First Trust Capital Strength | Reduce -9.7% | 0.23% | −0.05 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.05 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 0.50% | −0.05 |
| LIN Linde PLC | Reduce -0.9% | 0.56% | −0.05 |
| MCK McKesson Corp. | Reduce -0.5% | 0.16% | −0.05 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.05 |
| CME Cme Group Inc. | Reduce -0.1% | 0.07% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -17.8% | 0.05% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -24.3% | 0.07% | −0.03 |
| MINT PIMCO Enhanced Short Maturit | Reduce -2.7% | 0.20% | −0.03 |
| PEP Pepsico Inc. | Reduce -4.9% | 0.08% | −0.03 |
| ORCL Oracle Corp. | Reduce -0.2% | 0.17% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -3.7% | 0.08% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -2.6% | 1.85% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -2.0% | 0.28% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.0% | 0.55% | −0.02 |
| AAPL Apple Inc. | Reduce -1.6% | 3.37% | −0.02 |
| DIS The Walt Disney Co. | Reduce -2.5% | 0.11% | −0.02 |
| AZN Astrazeneca PLC | Reduce -0.3% | 0.09% | −0.02 |
| TSLA Tesla Inc. | Reduce -1.2% | 1.66% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.3% | 0.12% | −0.01 |
| TEL Te Connectivity PLC | Reduce -0.3% | 0.08% | −0.01 |
| MCO Moody's Corp. | Reduce -0.1% | 0.14% | −0.01 |
| KO The Coca-Cola Co. | Reduce -4.8% | 0.06% | −0.01 |
| AXP American Express Co. | Reduce -8.4% | 0.06% | −0.01 |
| V Visa Inc. Class A | Reduce -0.0% | 0.69% | +0.00 |
| PWR Quanta Services Inc. | Reduce -5.4% | 0.07% | +0.01 |
| NUE Nucor Corp. | Reduce -1.7% | 0.07% | +0.01 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -3.7% | 0.19% | +0.04 |
| CAT Caterpillar Inc. | Reduce -1.7% | 0.21% | +0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 3.55% | +0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.4% | 5.68% | +0.57 |
| CGXU Cap Group Intl Focus | Add +8.3% | 4.92% | +0.56 |
| IVV iShares Core S&P 500 ETF | Add +5.5% | 6.13% | +0.42 |
| FTCA Franklin Ca Muni Inc. ETF | New | 0.41% | +0.41 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +3.1% | 2.04% | +0.31 |
| ESGV Vanguard ESG US Stock ETF | Add +423.0% | 0.33% | +0.27 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +85.4% | 0.29% | +0.20 |
| LLY Eli Lilly & Co. | Add +7.2% | 0.95% | +0.18 |
| VSGX Vanguard ESG Intl Stock ETF | Add +10.9% | 1.25% | +0.14 |
| HELO JPMorgan Hedged Equity ETF | Add +16.9% | 1.29% | +0.11 |
| MRVL Marvell Technology Inc. | New | 0.08% | +0.08 |
| PANW Palo Alto Networks Inc. | New | 0.06% | +0.06 |
| SNOW Snowflake Inc. | New | 0.05% | +0.05 |
| MDLZ Mondelez International Inc. Class A | New | 0.05% | +0.05 |
| VGT Vanguard Info Tech ETF | New | 0.05% | +0.05 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.05% | +0.05 |
| HOOD Robinhood Markets Inc. Class A | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | New | 0.05% | +0.05 |
| XJH Ishare ESG SS S&P Midcap ETF | New | 0.05% | +0.05 |
| TXN Texas Instruments Inc. | New | 0.05% | +0.05 |
| GE General Electric | Add +6.4% | 0.24% | +0.05 |
| NUSC Nuveen ESG Small-Cap ETF | Add +0.6% | 1.53% | +0.05 |
| COLB Columbia Banking System Inc. | New | 0.05% | +0.05 |
| ABBV Abbvie Inc. | Add +3.1% | 0.83% | +0.04 |
| KLAC KLA Corp. | New | 0.04% | +0.04 |
| URI United Rentals Inc. | Add +2.0% | 0.10% | +0.03 |
| ANET Arista Networks Inc. | Add +4.0% | 0.10% | +0.02 |
| GWW WW Grainger Inc. | Add +0.3% | 0.18% | +0.02 |
| CARR Carrier Global Corp. | Add +5.6% | 0.10% | +0.02 |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | Add +3.9% | 0.11% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +2.2% | 1.35% | +0.01 |
| VTIP Vanguard Short-Term Tips | Add +31.2% | 0.07% | +0.01 |
| SBUX Starbucks Corp. | Add +13.2% | 0.08% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.1% | 0.16% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +0.5% | 0.08% | +0.01 |
| CGMU Cap Group Municipal Income | Add +14.7% | 0.07% | +0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +3.9% | 0.09% | +0.00 |
| UNP Union Pacific Corp. | Add +0.8% | 0.66% | +0.00 |
| SNPS Synopsys Inc. | Add +0.8% | 0.06% | +0.00 |
| UPS United Parcel Service Class B | Add +0.4% | 0.06% | −0.00 |
| XEL Xcel Energy Inc. | Add +10.8% | 0.34% | −0.00 |
| COIN Coinbase Global Inc. Class A | Add +26.8% | 0.09% | −0.01 |
| HD Home Depot Inc. | Add +4.6% | 1.10% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +12.8% | 1.96% | −0.01 |
| GDLC Grayscale Coindesk 5 ETF | Add +27.7% | 0.19% | −0.01 |
| NOW ServiceNow Inc. | Add +3.1% | 0.06% | −0.01 |
| LOW Lowe's Cos Inc. | Add +1.6% | 0.05% | −0.01 |
| JNJ Johnson & Johnson | Add +5.0% | 0.36% | −0.01 |
| NEE Nextera Energy Inc. | Add +11.2% | 0.17% | −0.01 |
| CVSB Calvert Ult-SHRT Inv GRD ETF | Add +3.1% | 0.14% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 129 | $460.1M | VUG, VYM, IVV, FBND, VB |
| Q1 2026 | 123 | $407.8M | VYM, VUG, FBND, IVV, VB |
| Q4 2025 | 115 | $422.5M | VUG, VYM, FBND, IVV, VB |
| Q3 2025 | 112 | $414.3M | VUG, VYM, FBND, IVV, VB |
| Q2 2025 | 115 | $383.1M | VUG, VYM, FBND, IVV, VB |
| Q1 2025 | 113 | $347.0M | VYM, VUG, IVV, FBND, VB |
| Q4 2024 | 109 | $365.2M | VUG, VYM, IVV, FBND, VB |
| Q3 2024 | 108 | $358.0M | VUG, VYM, IVV, FBND, VB |
| Q2 2024 | 108 | $325.5M | VUG, VYM, IVV, FBND, CGXU |
| Q1 2024Amended | 108 | $314.1M | VUG, VYM, IVV, FBND, VB |