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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $314.1M Q1 2024 Q2 2024: $325.5M Q2 2024 Q3 2024: $358.0M Q3 2024 Q4 2024: $365.2M Q4 2024 Q1 2025: $347.0M Q1 2025 Q2 2025: $383.1M Q2 2025 Q3 2025: $414.3M Q3 2025 Q4 2025: $422.5M $422.5M Q4 2025 Q1 2026: $407.8M Q1 2026 Q2 2026: $460.1M Q2 2026

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%
DLR Digital Realty Trust Inc. 0.07% 1,997 $309K No change
CARR Carrier Global Corp. 0.07% 5,404 $286K Reduce -0.3%
BA The Boeing Co. 0.07% 1,285 $279K Reduce -0.1%
VZ Verizon Communications Inc. 0.07% 6,843 $279K Reduce -10.7%
GBTC Grayscale Bitcoin Trust ETF 0.07% 4,057 $277K Reduce -3.5%
SLV iShares Silver Trust 0.06% 4,235 $273K New
ESGV Vanguard ESG US Stock ETF 0.06% 2,221 $269K Add +2.3%
LOW Lowe's Cos Inc. 0.06% 1,108 $267K No change
PYPL PayPal Holdings Inc. 0.06% 4,545 $265K Reduce -39.3%
KO The Coca-Cola Co. 0.06% 3,426 $240K Reduce -21.1%
UPS United Parcel Service Class B 0.06% 2,402 $238K Reduce -63.1%
SBUX Starbucks Corp. 0.05% 2,641 $222K Reduce -19.6%
PTC PTC Inc. 0.05% 1,262 $220K No change
FPE FT-Preferred Secur & Inc. ETF 0.05% 10,588 $193K Reduce -7.0%
NOK Nokia Corp.-Spon ADR 0.04% 25,707 $166K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 129$460.1MVUG, VYM, IVV, FBND, VB
Q1 2026 123$407.8MVYM, VUG, FBND, IVV, VB
Q4 2025 115$422.5MVUG, VYM, FBND, IVV, VB
Q3 2025 112$414.3MVUG, VYM, FBND, IVV, VB
Q2 2025 115$383.1MVUG, VYM, FBND, IVV, VB
Q1 2025 113$347.0MVYM, VUG, IVV, FBND, VB
Q4 2024 109$365.2MVUG, VYM, IVV, FBND, VB
Q3 2024 108$358.0MVUG, VYM, IVV, FBND, VB
Q2 2024 108$325.5MVUG, VYM, IVV, FBND, CGXU
Q1 2024Amended 108$314.1MVUG, VYM, IVV, FBND, VB