DeDora Capital, Inc.

Name: DeDora Capital, Inc. 13F holdings, Q2 2026
Creator: DeDora Capital, Inc.
Published: 2026-07-13

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

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%
NOK Nokia Corp.-Spon ADR	0.07%	25,707	$341K	No change
AVTR Avantor Inc.	0.07%	33,237	$329K	No change
VTIP Vanguard Short-Term Tips	0.07%	6,345	$319K	Add +31.2%
PLTR Palantir Technologies Inc. Class A	0.07%	2,729	$318K	Add +0.4%
CGMU Cap Group Municipal Income	0.07%	11,475	$315K	Add +14.7%
CME Cme Group Inc.	0.07%	1,427	$315K	Reduce -0.1%
NUE Nucor Corp.	0.07%	1,408	$314K	Reduce -1.7%
SHY iShares 1-3 Year Treasury Bo	0.07%	3,779	$310K	Reduce -24.3%
PWR Quanta Services Inc.	0.07%	420	$302K	Reduce -5.4%
PANW Palo Alto Networks Inc.	0.06%	850	$290K	New
UPS United Parcel Service Class B	0.06%	2,614	$281K	Add +0.4%
SNPS Synopsys Inc.	0.06%	628	$280K	Add +0.8%
BA The Boeing Co.	0.06%	1,291	$279K	No change
AXP American Express Co.	0.06%	802	$271K	Reduce -8.4%
NOW ServiceNow Inc.	0.06%	2,691	$267K	Add +3.1%
KO The Coca-Cola Co.	0.06%	3,260	$265K	Reduce -4.8%
SNOW Snowflake Inc.	0.05%	982	$250K	New
VZ Verizon Communications Inc.	0.05%	5,870	$249K	Reduce -17.8%
MDLZ Mondelez International Inc. Class A	0.05%	4,264	$247K	New
LOW Lowe's Cos Inc.	0.05%	1,098	$242K	Add +1.6%
VGT Vanguard Info Tech ETF	0.05%	2,000	$239K	New
ESGE iShares Inc. iShares ESG Awar	0.05%	4,362	$239K	New
HOOD Robinhood Markets Inc. Class A	0.05%	2,359	$237K	New
GEV GE Vernova Inc.	0.05%	197	$231K	New
XJH Ishare ESG SS S&P Midcap ETF	0.05%	4,406	$230K	New
TXN Texas Instruments Inc.	0.05%	757	$226K	New
ACN Accenture PLC Class A	0.05%	1,724	$215K	Reduce -35.8%
COLB Columbia Banking System Inc.	0.05%	6,528	$209K	New
KLAC KLA Corp.	0.04%	678	$205K	New

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