DeDora Capital, Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), DeDora Capital, Inc. reported 123 stock positions worth $407.8 million. Its top holding was Vanguard High DVD Yield ETF (VYM) at 7.6% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 7.1%) and Fidelity Total Bond ETF (FBND, 6.4%). Compared with Q4 2025, it opened 10 new positions, sold out of 2, added to 42 and reduced 54. The biggest buy was SPDR Gold Minishares Trust (GLDM, shares +25%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −1%).

Most Recent 13F
Q2 2026
Location
Napa, CA
CIK
0001717658
Portfolio Value
$407.8M (Q1 2026)
SEC Filing
0001172661-26-001537 ↗ filed Apr 27, 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 Q4 2025 Q1 2026: $407.8M $407.8M Q1 2026 Q2 2026: $460.1M Q2 2026

Holdings 123 stocks · $407.8M
VYM Vanguard High DVD Yield ETF 7.63% 210,147 $31.1M Reduce -1.9%
VUG Vanguard Mrngstar GR ETF-Sui 7.06% 65,934 $28.8M Reduce -1.3%
FBND Fidelity Total Bond ETF 6.39% 571,151 $26.1M Reduce -1.7%
IVV iShares Core S&P 500 ETF 5.71% 35,652 $23.3M Reduce -0.0%
VB Vanguard Most SM-Cap ETF-Usd 5.11% 79,562 $20.8M Add +0.9%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 4.37% 603,966 $17.8M Add +0.5%
VOO Vanguard S&P 500 ETF 3.50% 23,913 $14.3M Reduce -1.6%
AAPL Apple Inc. 3.39% 54,421 $13.8M Reduce -3.2%
VCEB Vanguard ESG US Corp. Bond 2.73% 177,260 $11.1M Add +9.3%
RSP Invesco S&P 500 Equal Weight 2.19% 46,538 $8.9M Reduce -2.2%
NVDA Nvidia Corp. 2.05% 47,944 $8.4M Reduce -1.7%
JEPI JPMorgan Equity Premium Inco 1.97% 141,476 $8.0M Add +4.3%
AMZN Amazon.com Inc. 1.87% 36,588 $7.6M Reduce -0.3%
NULG Nuveen ESG LRG-Cap GRW ETF 1.73% 77,638 $7.1M Add +5.1%
MSFT Microsoft Corp. 1.70% 18,783 $7.0M Reduce -0.3%
TSLA Tesla Inc. 1.67% 18,356 $6.8M Reduce -0.2%
GOOG Alphabet Inc. Class C 1.61% 22,944 $6.6M Reduce -4.0%
AVGO Broadcom Inc. 1.60% 21,091 $6.5M Reduce -2.8%
GLDM SPDR Gold Minishares Trust 1.56% 68,561 $6.4M Add +25.4%
NUSC Nuveen ESG Small-Cap ETF 1.48% 134,321 $6.1M Add +1.3%
GOOGL Alphabet Inc. Class A 1.45% 20,509 $5.9M Reduce -1.4%
QQQ Invesco QQQ Trust Series 1 1.38% 9,720 $5.6M Reduce -0.4%
JPM JPMorgan Chase & Co. 1.34% 18,608 $5.5M Reduce -1.2%
HELO JPMorgan Hedged Equity ETF 1.18% 75,312 $4.8M Add +8.7%
SPDW Ste STR SPDR PT DW Eu ETF 1.17% 104,837 $4.8M No change
HD Home Depot Inc. 1.11% 13,711 $4.5M Add +1.9%
VSGX Vanguard ESG Intl Stock ETF 1.11% 62,833 $4.5M Add +19.3%
COST Costco Wholesale Corp. 1.04% 4,238 $4.2M Reduce -0.1%
RTX RTX Corp. 0.99% 20,988 $4.0M Reduce -3.2%
CVX Chevron Corp. 0.87% 17,094 $3.5M Reduce -1.0%
WMT Walmart Inc. 0.79% 25,965 $3.2M Reduce -0.7%
APP AppLovin Corp. Class A 0.79% 8,067 $3.2M No change
ABBV Abbvie Inc. 0.78% 14,699 $3.2M Reduce -1.1%
LLY Eli Lilly & Co. 0.77% 3,400 $3.1M Reduce -0.3%
META Meta Platforms Inc. Class A 0.75% 5,331 $3.0M Reduce -1.1%
BRK.A Berkshire Hathaway Inc. Class A 0.70% 4 $2.9M No change
V Visa Inc. Class A 0.69% 9,320 $2.8M Add +0.9%
CMF iShares California Muni Bond 0.68% 49,042 $2.8M Reduce -0.3%
UNP Union Pacific Corp. 0.66% 11,085 $2.7M Add +0.6%
AMGN Amgen Inc. 0.64% 7,382 $2.6M Reduce -0.2%
NFLX Netflix Inc. 0.62% 26,463 $2.5M Add +4.8%
CGSD Cap Group Short Duration 0.62% 98,429 $2.5M Add +5.5%
LIN Linde PLC 0.61% 5,030 $2.5M Add +16.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.57% 8,073 $2.3M Reduce -0.9%
MA Mastercard Inc. Class A 0.55% 4,526 $2.3M Add +0.6%
UNH Unitedhealth Group Inc. 0.51% 7,760 $2.1M Reduce -1.1%
GLD SPDR Gold Shares 0.51% 4,812 $2.1M Reduce -2.6%
TQQQ Proshares Ultrapro QQQ 0.46% 45,064 $1.9M Reduce -1.8%
PG The Procter & Gamble Co. 0.45% 12,791 $1.8M Add +4.3%
UPRO Proshares Ultrapro S&P 500 0.43% 18,280 $1.8M No change
AMD Advanced Micro Devices 0.42% 8,511 $1.7M Reduce -0.1%
ENSG The Ensign Group Inc. 0.39% 7,985 $1.6M Reduce -0.7%
VXUS Vanguard Total Intl Stock 0.38% 19,930 $1.5M No change
JNJ Johnson & Johnson 0.37% 6,243 $1.5M Add +2.1%
XEL Xcel Energy Inc. 0.34% 17,478 $1.4M Add +0.5%
UBER Uber Technologies Inc. 0.33% 18,886 $1.4M Reduce -1.5%
CRM Salesforce Inc. 0.33% 7,170 $1.3M Reduce -1.6%
MRK Merck & Co. Inc. 0.30% 10,160 $1.2M Reduce -0.2%
ABT Abbott Laboratories 0.29% 11,719 $1.2M Reduce -4.0%
LMT Lockheed Martin Corp. 0.28% 1,904 $1.2M Add +0.1%
FTCS First Trust Capital Strength 0.28% 12,353 $1.1M Reduce -6.6%
BRK.B Berkshire Hathaway Inc. Class B 0.27% 2,314 $1.1M Reduce -1.1%
MINT PIMCO Enhanced Short Maturit 0.23% 9,441 $949K No change
MCD McDonald's Corp. 0.23% 2,981 $927K No change
MCK McKesson Corp. 0.21% 968 $838K Add +1.9%
ORCL Oracle Corp. 0.20% 5,503 $810K Reduce -0.5%
GDLC Grayscale Coindesk 5 ETF 0.20% 25,676 $801K Add +31.7%
GE General Electric filed as GE AEROSPACE 0.20% 2,814 $798K Reduce -4.6%
NEE Nextera Energy Inc. 0.18% 7,992 $742K Reduce -0.1%
IBIT iShares Bitcoin Trust ETF 0.18% 19,196 $738K Add +5.3%
LRCX Lam Research Corp. 0.16% 3,148 $673K Reduce -30.6%
CAT Caterpillar Inc. 0.16% 935 $662K Add +4.2%
GWW WW Grainger Inc. 0.16% 602 $657K Add +0.2%
CIBR First Trust Nasdaq Cybersecu 0.16% 10,257 $643K Add +0.2%
CVSB Calvert Ult-SHRT Inv GRD ETF 0.16% 12,522 $634K New
SPY SS SPDR S&P 500 ETF Trust-US 0.15% 971 $631K Reduce -1.6%
MCO Moody's Corp. 0.15% 1,376 $600K Add +4.6%
TMO Thermo Fisher Scientific Inc. 0.14% 1,137 $559K Reduce -1.2%
ACN Accenture PLC Class A 0.13% 2,685 $532K Reduce -0.3%
XOM Exxon Mobil Corp. 0.13% 3,046 $517K Reduce -2.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.12% 5,150 $496K Reduce -1.5%
TM Toyota Motor Corp. -Spon ADR 0.12% 2,280 $470K Add +6.5%
PEP Pepsico Inc. 0.11% 2,878 $447K Add +5.0%
AZN Astrazeneca PLC 0.11% 2,233 $440K Add +0.2%
CME Cme Group Inc. 0.10% 1,429 $422K Add +7.0%
XJR Ishr ESG SS S&P Smal-Cap-Usd 0.10% 9,489 $413K New
SHY iShares 1-3 Year Treasury Bo 0.10% 4,994 $412K Reduce -1.0%
GILD Gilead Sciences Inc. 0.10% 2,890 $403K No change
MU Micron Technology Inc. 0.10% 1,186 $401K No change
PLTR Palantir Technologies Inc. Class A 0.10% 2,719 $398K Add +1.7%
COIN Coinbase Global Inc. Class A 0.09% 2,163 $378K Add +7.8%
TEL Te Connectivity PLC 0.09% 1,797 $376K Add +8.0%
CRWD CrowdStrike Holdings Inc. Class A 0.09% 952 $372K No change
NULV Nuveen ESG Large-Cap Val ETF 0.09% 8,135 $370K New
DLR Digital Realty Trust Inc. 0.09% 1,997 $360K No change
VZ Verizon Communications Inc. 0.09% 7,142 $359K Add +4.4%
QCOM Qualcomm Inc. 0.08% 2,646 $341K No change
CARR Carrier Global Corp. 0.08% 5,741 $323K Add +6.2%
DHR Danaher Corp. 0.08% 1,666 $316K Add +1.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.08% 2,626 $312K New
ANET Arista Networks Inc. 0.08% 2,528 $310K No change
ADP Automatic Data Processing 0.07% 1,414 $287K Reduce -47.2%
URI United Rentals Inc. 0.07% 394 $287K Reduce -0.5%
NOW ServiceNow Inc. 0.07% 2,610 $273K New
SBUX Starbucks Corp. 0.07% 3,039 $272K Add +15.1%
CGMU Cap Group Municipal Income 0.07% 10,006 $272K New
AXP American Express Co. 0.07% 876 $265K Add +0.9%
AVTR Avantor Inc. 0.06% 33,237 $261K No change
KO The Coca-Cola Co. 0.06% 3,426 $261K No change
BA The Boeing Co. 0.06% 1,291 $257K Add +0.5%
UPS United Parcel Service Class B 0.06% 2,604 $256K Add +8.4%
LOW Lowe's Cos Inc. 0.06% 1,081 $255K Reduce -2.4%
ESGV Vanguard ESG US Stock ETF 0.06% 2,224 $250K Add +0.1%
SNPS Synopsys Inc. 0.06% 623 $247K New
PWR Quanta Services Inc. 0.06% 444 $244K New
SLV iShares Silver Trust 0.06% 3,556 $242K Reduce -16.0%
NUE Nucor Corp. 0.06% 1,432 $242K Reduce -62.6%
VTIP Vanguard Short-Term Tips 0.06% 4,837 $242K New
ADBE Adobe Inc. 0.06% 929 $226K Reduce -50.0%
GBTC Grayscale Bitcoin Trust ETF 0.05% 4,047 $214K Reduce -0.3%
XLE SS Energy Select Sector 0.05% 3,400 $208K New
NOK Nokia Corp.-Spon ADR 0.05% 25,707 $207K No change
FPE FT-Preferred Secur & Inc. ETF 0.05% 10,588 $188K No change

Portfolio Sells Q4 2025 → Q1 2026
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.3% 7.06% −0.65
MSFT Microsoft Corp. Reduce -0.3% 1.70% −0.45
TSLA Tesla Inc. Reduce -0.2% 1.67% −0.28
AAPL Apple Inc. Reduce -3.2% 3.39% −0.23
AVGO Broadcom Inc. Reduce -2.8% 1.60% −0.18
GOOG Alphabet Inc. Class C Reduce -4.0% 1.61% −0.16
AMZN Amazon.com Inc. Reduce -0.3% 1.87% −0.14
CRM Salesforce Inc. Reduce -1.6% 0.33% −0.13
TQQQ Proshares Ultrapro QQQ Reduce -1.8% 0.46% −0.11
VOO Vanguard S&P 500 ETF Reduce -1.6% 3.50% −0.10
NVDA Nvidia Corp. Reduce -1.7% 2.05% −0.10
LLY Eli Lilly & Co. Reduce -0.3% 0.77% −0.10
ADBE Adobe Inc. Reduce -50.0% 0.06% −0.10
UNH Unitedhealth Group Inc. Reduce -1.1% 0.51% −0.10
GOOGL Alphabet Inc. Class A Reduce -1.4% 1.45% −0.10
META Meta Platforms Inc. Class A Reduce -1.1% 0.75% −0.09
JPM JPMorgan Chase & Co. Reduce -1.2% 1.34% −0.09
ADP Automatic Data Processing Reduce -47.2% 0.07% −0.09
NUE Nucor Corp. Reduce -62.6% 0.06% −0.09
IVV iShares Core S&P 500 ETF Reduce -0.0% 5.71% −0.07
ABT Abbott Laboratories Reduce -4.0% 0.29% −0.07
PYPL PayPal Holdings Inc. Sold out 0.00% −0.06
ORCL Oracle Corp. Reduce -0.5% 0.20% −0.06
PTC PTC Inc. Sold out 0.00% −0.05
QQQ Invesco QQQ Trust Series 1 Reduce -0.4% 1.38% −0.04
ACN Accenture PLC Class A Reduce -0.3% 0.13% −0.04
UBER Uber Technologies Inc. Reduce -1.5% 0.33% −0.04
TMO Thermo Fisher Scientific Inc. Reduce -1.2% 0.14% −0.02
ABBV Abbvie Inc. Reduce -1.1% 0.78% −0.02
GE General Electric Reduce -4.6% 0.20% −0.02
DIS The Walt Disney Co. Reduce -1.5% 0.12% −0.02
LRCX Lam Research Corp. Reduce -30.6% 0.16% −0.02
GBTC Grayscale Bitcoin Trust ETF Reduce -0.3% 0.05% −0.01
FTCS First Trust Capital Strength Reduce -6.6% 0.28% −0.01
AMD Advanced Micro Devices Reduce -0.1% 0.42% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.1% 0.27% −0.01
URI United Rentals Inc. Reduce -0.5% 0.07% −0.01
SLV iShares Silver Trust Reduce -16.0% 0.06% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.6% 0.15% −0.00
LOW Lowe's Cos Inc. Reduce -2.4% 0.06% −0.00
SHY iShares 1-3 Year Treasury Bo Reduce -1.0% 0.10% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.9% 0.57% +0.01
CMF iShares California Muni Bond Reduce -0.3% 0.68% +0.01
NEE Nextera Energy Inc. Reduce -0.1% 0.18% +0.03
RSP Invesco S&P 500 Equal Weight Reduce -2.2% 2.19% +0.03
XOM Exxon Mobil Corp. Reduce -2.0% 0.13% +0.04
GLD SPDR Gold Shares Reduce -2.6% 0.51% +0.04
MRK Merck & Co. Inc. Reduce -0.2% 0.30% +0.05
RTX RTX Corp. Reduce -3.2% 0.99% +0.05
FBND Fidelity Total Bond ETF Reduce -1.7% 6.39% +0.06

Portfolio Buys Q4 2025 → Q1 2026
GLDM SPDR Gold Minishares Trust Add +25.4% 1.56% +0.45
VB Vanguard Most SM-Cap ETF-Usd Add +0.9% 5.11% +0.29
VCEB Vanguard ESG US Corp. Bond Add +9.3% 2.73% +0.29
VSGX Vanguard ESG Intl Stock ETF Add +19.3% 1.11% +0.21
LIN Linde PLC Add +16.7% 0.61% +0.18
CGXU Cap Group Intl Focus Add +0.5% 4.37% +0.16
CVSB Calvert Ult-SHRT Inv GRD ETF New 0.16% +0.16
JEPI JPMorgan Equity Premium Inco Add +4.3% 1.97% +0.13
XJR Ishr ESG SS S&P Smal-Cap-Usd New 0.10% +0.10
NULV Nuveen ESG Large-Cap Val ETF New 0.09% +0.09
HELO JPMorgan Hedged Equity ETF Add +8.7% 1.18% +0.09
NUSC Nuveen ESG Small-Cap ETF Add +1.3% 1.48% +0.08
BNY Bank of New York Mellon Corp. New 0.08% +0.08
JNJ Johnson & Johnson Add +2.1% 0.37% +0.07
NOW ServiceNow Inc. New 0.07% +0.07
CGMU Cap Group Municipal Income New 0.07% +0.07
LMT Lockheed Martin Corp. Add +0.1% 0.28% +0.06
NFLX Netflix Inc. Add +4.8% 0.62% +0.06
SNPS Synopsys Inc. New 0.06% +0.06
PWR Quanta Services Inc. New 0.06% +0.06
VTIP Vanguard Short-Term Tips New 0.06% +0.06
UNP Union Pacific Corp. Add +0.6% 0.66% +0.06
XLE SS Energy Select Sector New 0.05% +0.05
CGSD Cap Group Short Duration Add +5.5% 0.62% +0.05
CAT Caterpillar Inc. Add +4.2% 0.16% +0.04
PG The Procter & Gamble Co. Add +4.3% 0.45% +0.04
XEL Xcel Energy Inc. Add +0.5% 0.34% +0.04
VZ Verizon Communications Inc. Add +4.4% 0.09% +0.02
MCK McKesson Corp. Add +1.9% 0.21% +0.02
NULG Nuveen ESG LRG-Cap GRW ETF Add +5.1% 1.73% +0.02
GWW WW Grainger Inc. Add +0.2% 0.16% +0.02
CME Cme Group Inc. Add +7.0% 0.10% +0.02
PEP Pepsico Inc. Add +5.0% 0.11% +0.02
SBUX Starbucks Corp. Add +15.1% 0.07% +0.01
CARR Carrier Global Corp. Add +6.2% 0.08% +0.01
AZN Astrazeneca PLC Add +0.2% 0.11% +0.01
HD Home Depot Inc. Add +1.9% 1.11% +0.01
TM Toyota Motor Corp. -Spon ADR Add +6.5% 0.12% +0.01
UPS United Parcel Service Class B Add +8.4% 0.06% +0.01
GDLC Grayscale Coindesk 5 ETF Add +31.7% 0.20% +0.01
TEL Te Connectivity PLC Add +8.0% 0.09% +0.00
ESGV Vanguard ESG US Stock ETF Add +0.1% 0.06% −0.00
BA The Boeing Co. Add +0.5% 0.06% −0.00
AXP American Express Co. Add +0.9% 0.07% −0.01
MCO Moody's Corp. Add +4.6% 0.15% −0.01
DHR Danaher Corp. Add +1.1% 0.08% −0.01
COIN Coinbase Global Inc. Class A Add +7.8% 0.09% −0.01
PLTR Palantir Technologies Inc. Class A Add +1.7% 0.10% −0.01
CIBR First Trust Nasdaq Cybersecu Add +0.2% 0.16% −0.02
IBIT iShares Bitcoin Trust ETF Add +5.3% 0.18% −0.03

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