DeDora Capital, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), DeDora Capital, Inc. reported 115 stock positions worth $422.5 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 7.7% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 7.3%) and Fidelity Total Bond ETF (FBND, 6.3%). Compared with Q3 2025, it opened 3 new positions, added to 41 and reduced 54. The biggest buy was SPDR Gold Minishares Trust (GLDM, shares +370%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Napa, CA
- CIK
- 0001717658
- Portfolio Value
- $422.5M (Q4 2025)
- SEC Filing
- 0001172661-26-000258 ↗ filed Jan 22, 2026
Holdings Value
Holdings 115 stocks · $422.5M
| VUG Vanguard Mrngstar GR ETF-Sui | 7.71% | 66,806 | $32.6M | Reduce -4.5% |
| VYM Vanguard High DVD Yield ETF | 7.28% | 214,265 | $30.8M | Reduce -0.1% |
| FBND Fidelity Total Bond ETF | 6.33% | 580,880 | $26.7M | Reduce -2.7% |
| IVV iShares Core S&P 500 ETF | 5.78% | 35,660 | $24.4M | Add +0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.82% | 78,867 | $20.3M | Add +3.1% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 4.21% | 601,170 | $17.8M | Add +1.4% |
| AAPL Apple Inc. | 3.62% | 56,224 | $15.3M | Reduce -2.8% |
| VOO Vanguard S&P 500 ETF | 3.61% | 24,295 | $15.2M | Reduce -0.4% |
| VCEB Vanguard ESG US Corp. Bond | 2.44% | 162,173 | $10.3M | Add +6.3% |
| RSP Invesco S&P 500 Equal Weight | 2.16% | 47,573 | $9.1M | Reduce -1.1% |
| MSFT Microsoft Corp. | 2.16% | 18,839 | $9.1M | Reduce -3.8% |
| NVDA Nvidia Corp. | 2.15% | 48,752 | $9.1M | Reduce -3.3% |
| AMZN Amazon.com Inc. | 2.01% | 36,716 | $8.5M | Reduce -3.2% |
| TSLA Tesla Inc. | 1.96% | 18,386 | $8.3M | Reduce -1.0% |
| JEPI JPMorgan Equity Premium Inco | 1.84% | 135,694 | $7.8M | Add +14.9% |
| AVGO Broadcom Inc. | 1.78% | 21,693 | $7.5M | Reduce -10.2% |
| GOOG Alphabet Inc. Class C | 1.77% | 23,891 | $7.5M | Reduce -5.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 1.71% | 73,875 | $7.2M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 1.54% | 20,806 | $6.5M | Reduce -4.4% |
| JPM JPMorgan Chase & Co. | 1.44% | 18,833 | $6.1M | Reduce -4.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.42% | 9,760 | $6.0M | Add +0.3% |
| NUSC Nuveen ESG Small-Cap ETF | 1.40% | 132,575 | $5.9M | Add +0.7% |
| APP AppLovin Corp. Class A | 1.29% | 8,067 | $5.4M | No change |
| GLDM SPDR Gold Minishares Trust | 1.10% | 54,664 | $4.7M | Add +369.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.10% | 104,837 | $4.7M | No change |
| HD Home Depot Inc. | 1.10% | 13,452 | $4.6M | Add +0.4% |
| HELO JPMorgan Hedged Equity ETF | 1.09% | 69,291 | $4.6M | Add +26.5% |
| RTX RTX Corp. | 0.94% | 21,685 | $4.0M | Reduce -4.5% |
| VSGX Vanguard ESG Intl Stock ETF | 0.89% | 52,686 | $3.8M | Add +7.6% |
| LLY Eli Lilly & Co. | 0.87% | 3,410 | $3.7M | Add +9.7% |
| COST Costco Wholesale Corp. | 0.87% | 4,244 | $3.7M | Add +1.5% |
| META Meta Platforms Inc. Class A | 0.84% | 5,391 | $3.6M | Reduce -2.8% |
| ABBV Abbvie Inc. | 0.80% | 14,856 | $3.4M | Reduce -2.6% |
| V Visa Inc. Class A | 0.77% | 9,236 | $3.2M | Add +0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.71% | 4 | $3.0M | No change |
| WMT Walmart Inc. | 0.69% | 26,143 | $2.9M | Add +0.1% |
| CMF iShares California Muni Bond | 0.67% | 49,163 | $2.8M | Add +0.2% |
| CVX Chevron Corp. | 0.62% | 17,272 | $2.6M | Add +5.0% |
| UNH Unitedhealth Group Inc. | 0.61% | 7,846 | $2.6M | Reduce -5.9% |
| MA Mastercard Inc. Class A | 0.61% | 4,500 | $2.6M | Add +0.2% |
| UNP Union Pacific Corp. | 0.60% | 11,016 | $2.5M | Add +2.5% |
| CGSD Cap Group Short Duration | 0.57% | 93,321 | $2.4M | Add +18.8% |
| AMGN Amgen Inc. | 0.57% | 7,398 | $2.4M | Add +12.0% |
| TQQQ Proshares Ultrapro QQQ | 0.57% | 45,871 | $2.4M | Reduce -12.8% |
| NFLX Netflix Inc. | 0.56% | 25,247 | $2.4M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.56% | 8,146 | $2.4M | Reduce -0.7% |
| UPRO Proshares Ultrapro S&P 500 | 0.50% | 18,280 | $2.1M | No change |
| GLD SPDR Gold Shares | 0.46% | 4,942 | $2.0M | Reduce -0.7% |
| CRM Salesforce Inc. | 0.46% | 7,286 | $1.9M | Reduce -12.8% |
| LIN Linde PLC | 0.43% | 4,309 | $1.8M | Reduce -0.5% |
| AMD Advanced Micro Devices | 0.43% | 8,524 | $1.8M | Reduce -24.4% |
| PG The Procter & Gamble Co. | 0.42% | 12,269 | $1.8M | Reduce -1.4% |
| UBER Uber Technologies Inc. | 0.37% | 19,172 | $1.6M | Add +5.8% |
| ABT Abbott Laboratories | 0.36% | 12,203 | $1.5M | Add +0.1% |
| VXUS Vanguard Total Intl Stock | 0.36% | 19,930 | $1.5M | Add +6.7% |
| ENSG The Ensign Group Inc. | 0.33% | 8,038 | $1.4M | Reduce -2.4% |
| XEL Xcel Energy Inc. | 0.30% | 17,397 | $1.3M | Add +0.4% |
| JNJ Johnson & Johnson | 0.30% | 6,112 | $1.3M | Add +0.3% |
| FTCS First Trust Capital Strength | 0.29% | 13,232 | $1.2M | Reduce -15.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 2,339 | $1.2M | Add +0.3% |
| ORCL Oracle Corp. | 0.26% | 5,529 | $1.1M | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.25% | 10,182 | $1.1M | Reduce -6.7% |
| MINT PIMCO Enhanced Short Maturit | 0.22% | 9,441 | $947K | Reduce -1.1% |
| LMT Lockheed Martin Corp. | 0.22% | 1,903 | $920K | Reduce -0.1% |
| MCD McDonald's Corp. | 0.22% | 2,981 | $911K | No change |
| GE General Electric filed as GE AEROSPACE | 0.22% | 2,949 | $909K | Reduce -6.6% |
| IBIT iShares Bitcoin Trust ETF | 0.21% | 18,224 | $905K | Add +8.9% |
| GDLC Grayscale Coindesk 5 ETF | 0.19% | 19,496 | $806K | New |
| MCK McKesson Corp. | 0.18% | 950 | $779K | Reduce -8.1% |
| LRCX Lam Research Corp. | 0.18% | 4,535 | $776K | Reduce -20.2% |
| CIBR First Trust Nasdaq Cybersecu | 0.17% | 10,234 | $731K | Reduce -10.1% |
| ACN Accenture PLC Class A | 0.17% | 2,693 | $722K | Reduce -2.4% |
| ADP Automatic Data Processing | 0.16% | 2,676 | $688K | Add +4.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 987 | $673K | No change |
| MCO Moody's Corp. | 0.16% | 1,315 | $672K | Add +1.5% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 1,151 | $667K | No change |
| ADBE Adobe Inc. | 0.15% | 1,860 | $651K | Add +18.5% |
| NEE Nextera Energy Inc. | 0.15% | 7,998 | $642K | Add +1.2% |
| NUE Nucor Corp. | 0.15% | 3,825 | $624K | Add +1.1% |
| GWW WW Grainger Inc. | 0.14% | 601 | $606K | Add +8.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 5,227 | $595K | Reduce -3.7% |
| CAT Caterpillar Inc. | 0.12% | 897 | $514K | Reduce -16.3% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 2,674 | $475K | Add +17.4% |
| TM Toyota Motor Corp. -Spon ADR | 0.11% | 2,141 | $458K | Add +2.1% |
| COIN Coinbase Global Inc. Class A | 0.11% | 2,007 | $454K | Add +10.8% |
| QCOM Qualcomm Inc. | 0.11% | 2,646 | $453K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.11% | 952 | $446K | Reduce -0.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.10% | 5,043 | $418K | Reduce -11.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.10% | 4,457 | $410K | Add +3.6% |
| PEP Pepsico Inc. | 0.09% | 2,740 | $393K | No change |
| AVTR Avantor Inc. | 0.09% | 33,237 | $381K | No change |
| TEL Te Connectivity PLC | 0.09% | 1,664 | $379K | Reduce -20.5% |
| DHR Danaher Corp. | 0.09% | 1,648 | $377K | Reduce -3.3% |
| XOM Exxon Mobil Corp. | 0.09% | 3,107 | $374K | Add +16.1% |
| CME Cme Group Inc. | 0.09% | 1,335 | $365K | Add +4.0% |
| GILD Gilead Sciences Inc. | 0.08% | 2,890 | $355K | Reduce -4.0% |
| MU Micron Technology Inc. | 0.08% | 1,186 | $339K | New |
| ANET Arista Networks Inc. | 0.08% | 2,528 | $331K | No change |
| AXP American Express Co. | 0.08% | 868 | $321K | No change |
| URI United Rentals Inc. | 0.08% | 396 | $320K | Reduce -2.9% |
Portfolio Sells Q3 2025 → Q4 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.5% | 7.71% | −0.38 |
| FBND Fidelity Total Bond ETF | Reduce -2.7% | 6.33% | −0.33 |
| MSFT Microsoft Corp. | Reduce -3.8% | 2.16% | −0.29 |
| AVGO Broadcom Inc. | Reduce -10.2% | 1.78% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -2.8% | 0.84% | −0.14 |
| ORCL Oracle Corp. | Reduce -1.2% | 0.26% | −0.12 |
| NVDA Nvidia Corp. | Reduce -3.3% | 2.15% | −0.12 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -1.2% | 1.71% | −0.08 |
| TQQQ Proshares Ultrapro QQQ | Reduce -12.8% | 0.57% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -5.9% | 0.61% | −0.08 |
| UPS United Parcel Service Class B | Reduce -63.1% | 0.06% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -4.4% | 1.44% | −0.06 |
| FTCS First Trust Capital Strength | Reduce -15.1% | 0.29% | −0.06 |
| LIN Linde PLC | Reduce -0.5% | 0.43% | −0.06 |
| PYPL PayPal Holdings Inc. | Reduce -39.3% | 0.06% | −0.06 |
| ABBV Abbvie Inc. | Reduce -2.6% | 0.80% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.1% | 2.16% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 0.42% | −0.05 |
| TSLA Tesla Inc. | Reduce -1.0% | 1.96% | −0.04 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -10.1% | 0.17% | −0.04 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -3.5% | 0.07% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.7% | 0.56% | −0.02 |
| TEL Te Connectivity PLC | Reduce -20.5% | 0.09% | −0.02 |
| CRM Salesforce Inc. | Reduce -12.8% | 0.46% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.1% | 7.28% | −0.02 |
| URI United Rentals Inc. | Reduce -2.9% | 0.08% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -10.7% | 0.07% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -11.3% | 0.10% | −0.01 |
| SBUX Starbucks Corp. | Reduce -19.6% | 0.05% | −0.01 |
| GE General Electric | Reduce -6.6% | 0.22% | −0.01 |
| KO The Coca-Cola Co. | Reduce -21.1% | 0.06% | −0.01 |
| ENSG The Ensign Group Inc. | Reduce -2.4% | 0.33% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.1% | 0.22% | −0.01 |
| CARR Carrier Global Corp. | Reduce -0.3% | 0.07% | −0.01 |
| DIS The Walt Disney Co. | Reduce -3.7% | 0.14% | −0.01 |
| MCK McKesson Corp. | Reduce -8.1% | 0.18% | −0.01 |
| AMD Advanced Micro Devices | Reduce -24.4% | 0.43% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.7% | 0.11% | −0.01 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.1% | 0.22% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -3.2% | 2.01% | −0.01 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -7.0% | 0.05% | −0.00 |
| CAT Caterpillar Inc. | Reduce -16.3% | 0.12% | −0.00 |
| BA The Boeing Co. | Reduce -0.1% | 0.07% | −0.00 |
| LRCX Lam Research Corp. | Reduce -20.2% | 0.18% | 0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 3.61% | +0.00 |
| GILD Gilead Sciences Inc. | Reduce -4.0% | 0.08% | +0.00 |
| ACN Accenture PLC Class A | Reduce -2.4% | 0.17% | +0.01 |
| DHR Danaher Corp. | Reduce -3.3% | 0.09% | +0.01 |
| RTX RTX Corp. | Reduce -4.5% | 0.94% | +0.02 |
| MRK Merck & Co. Inc. | Reduce -6.7% | 0.25% | +0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| GLDM SPDR Gold Minishares Trust | Add +369.8% | 1.10% | +0.89 |
| LLY Eli Lilly & Co. | Add +9.7% | 0.87% | +0.29 |
| HELO JPMorgan Hedged Equity ETF | Add +26.5% | 1.09% | +0.23 |
| JEPI JPMorgan Equity Premium Inco | Add +14.9% | 1.84% | +0.21 |
| GDLC Grayscale Coindesk 5 ETF | New | 0.19% | +0.19 |
| AMGN Amgen Inc. | Add +12.0% | 0.57% | +0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.1% | 4.82% | +0.12 |
| CGSD Cap Group Short Duration | Add +18.8% | 0.57% | +0.08 |
| MU Micron Technology Inc. | New | 0.08% | +0.08 |
| VCEB Vanguard ESG US Corp. Bond | Add +6.3% | 2.44% | +0.08 |
| VSGX Vanguard ESG Intl Stock ETF | Add +7.6% | 0.89% | +0.07 |
| SLV iShares Silver Trust | New | 0.06% | +0.06 |
| WMT Walmart Inc. | Add +0.1% | 0.69% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +0.2% | 5.78% | +0.03 |
| JNJ Johnson & Johnson | Add +0.3% | 0.30% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +6.7% | 0.36% | +0.02 |
| NUE Nucor Corp. | Add +1.1% | 0.15% | +0.02 |
| ADBE Adobe Inc. | Add +18.5% | 0.15% | +0.02 |
| AZN Astrazeneca PLC-Spons ADR | Add +3.6% | 0.10% | +0.02 |
| XOM Exxon Mobil Corp. | Add +16.1% | 0.09% | +0.02 |
| GWW WW Grainger Inc. | Add +8.1% | 0.14% | +0.02 |
| V Visa Inc. Class A | Add +0.9% | 0.77% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +17.4% | 0.11% | +0.01 |
| TM Toyota Motor Corp. -Spon ADR | Add +2.1% | 0.11% | +0.01 |
| MCO Moody's Corp. | Add +1.5% | 0.16% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 1.42% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.2% | 0.15% | +0.01 |
| CVX Chevron Corp. | Add +5.0% | 0.62% | +0.01 |
| CME Cme Group Inc. | Add +4.0% | 0.09% | +0.00 |
| ESGV Vanguard ESG US Stock ETF | Add +2.3% | 0.06% | +0.00 |
| NUSC Nuveen ESG Small-Cap ETF | Add +0.7% | 1.40% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 0.28% | −0.00 |
| CMF iShares California Muni Bond | Add +0.2% | 0.67% | −0.01 |
| MA Mastercard Inc. Class A | Add +0.2% | 0.61% | −0.01 |
| UNP Union Pacific Corp. | Add +2.5% | 0.60% | −0.01 |
| ADP Automatic Data Processing | Add +4.9% | 0.16% | −0.02 |
| ABT Abbott Laboratories | Add +0.1% | 0.36% | −0.03 |
| XEL Xcel Energy Inc. | Add +0.4% | 0.30% | −0.03 |
| CGXU Cap Group Intl Focus | Add +1.4% | 4.21% | −0.04 |
| COIN Coinbase Global Inc. Class A | Add +10.8% | 0.11% | −0.04 |
| IBIT iShares Bitcoin Trust ETF | Add +8.9% | 0.21% | −0.05 |
| UBER Uber Technologies Inc. | Add +5.8% | 0.37% | −0.06 |
| COST Costco Wholesale Corp. | Add +1.5% | 0.87% | −0.07 |
| HD Home Depot Inc. | Add +0.4% | 1.10% | −0.21 |
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 |