DeDora Capital, Inc.
Holdings as of 2026-06-30, filed 2026-07-13
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 13 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
129
Value reported by manager
$460.1M
Sum of our stored positions
$460.1M
should match the line above
Disclosure lag
13 d
quarter end to filing
Top 5 concentration
30.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
129 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | $30.5M | 353,822 | — | 922908736 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $29.6M | 187,171 | — | 921946406 |
| ISHARES TR | CORE S&P500 ETF | $28.2M | 37,632 | — | 464287200 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $26.3M | 577,902 | — | 316188309 |
| VANGUARD INDEX FDS | SMALL CP ETF | $26.1M | 86,239 | — | 922908751 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREAT UNIT | $22.7M | 654,320 | — | 14019W109 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $16.4M | 23,813 | — | 922908363 |
| APPLE INC | COM | $15.5M | 53,531 | — | 037833100 |
| VANGUARD WORLD FD | ESG US CORP BD | $11.2M | 178,573 | — | 921910691 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $9.7M | 45,632 | — | 46137V357 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $9.4M | 80,070 | — | 67092P201 |
| NVIDIA CORPORATION | COM | $9.2M | 45,833 | — | 67066G104 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $9M | 159,611 | — | 46641Q332 |
| AMAZON COM INC | COM | $8.5M | 35,641 | — | 023135106 |
| ALPHABET INC | CAP STK CL C | $7.9M | 22,442 | — | 02079K107 |
| BROADCOM INC | COM | $7.8M | 20,732 | — | 11135F101 |
| TESLA INC | COM | $7.6M | 18,137 | — | 88160R101 |
| MICROSOFT CORP | COM | $7.5M | 20,225 | — | 594918104 |
| ALPHABET INC | CAP STK CL A | $7.2M | 20,156 | — | 02079K305 |
| INVESCO QQQ TR | UNIT SER 1 | $7.1M | 9,578 | — | 46090E103 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $7M | 135,160 | — | 67092P607 |
| JPMORGAN CHASE & CO | COM | $6.2M | 19,014 | — | 46625H100 |
| WORLD GOLD TR | SPDR GLD MINIS | $6.1M | 77,348 | — | 98149E303 |
| J P MORGAN EXCHANGE TRADED F | HEDG EQU LAD ETF | $5.9M | 88,005 | — | 46654Q724 |
| VANGUARD WORLD FD | ESG INTL STK ETF | $5.7M | 69,688 | — | 921910725 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $5.3M | 104,837 | — | 78463X889 |
| HOME DEPOT INC | COM | $5.1M | 14,344 | — | 437076102 |
| ADVANCED MICRO DEVICES INC | COM | $4.5M | 7,776 | — | 007903107 |
| ELI LILLY & CO | COM | $4.4M | 3,644 | — | 532457108 |
| APPLOVIN CORP | COM CL A | $4.1M | 8,000 | — | 03831W108 |
| COSTCO WHOLESALE CORPORATION | COM | $4.1M | 4,362 | — | 22160K105 |
| RTX CORPORATION | COM | $4M | 20,907 | — | 75513E101 |
| ABBVIE INC | COM | $3.8M | 15,149 | — | 00287Y109 |
| PROSHARES TR | ULTRAPRO QQQ | $3.3M | 40,749 | — | 74347X831 |
| VISA INC | COM CL A | $3.2M | 9,317 | — | 92826C839 |
| UNITEDHEALTH GROUP INC | COM | $3.1M | 7,550 | — | 91324P102 |
| UNION PAC CORP | COM | $3M | 11,171 | — | 907818108 |
| CHEVRON CORPORATION | COM | $3M | 18,203 | — | 166764100 |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3M | 4 | — | 084670108 |
| WALMART INC | COM | $3M | 26,385 | — | 931142103 |
| META PLATFORMS INC | CL A | $2.9M | 5,233 | — | 30303M102 |
| AMGEN INC | COM | $2.7M | 7,475 | — | 031162100 |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | $2.6M | 102,567 | — | 14020Y409 |
| LINDE PLC | SHS | $2.6M | 4,984 | — | G54950103 |
| PROSHARES TR | ULTRPRO S&P500 | $2.5M | 17,926 | — | 74347X864 |
| VANGUARD INDEX FDS | MID CAP ETF | $2.5M | 31,325 | — | 922908629 |
| ISHARES TR | CALIF MUN BD ETF | $2.5M | 43,535 | — | 464288356 |
| MASTERCARD INCORPORATED | CL A | $2.3M | 4,522 | — | 57636Q104 |
| NETFLIX INC. | COM | $1.9M | 26,595 | — | 64110L106 |
| PUTNAM ETF TRUST | FRANKLIN CALIF | $1.9M | 255,294 | — | 746729839 |
| PROCTER & GAMBLE CO | COM | $1.8M | 12,312 | — | 742718109 |
| SPDR GOLD TR | GOLD SHS | $1.7M | 4,728 | — | 78463V107 |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.7M | 19,930 | — | 921909768 |
| JOHNSON & JOHNSON | COM | $1.7M | 6,554 | — | 478160104 |
| XCEL ENERGY INC | COM | $1.6M | 19,367 | — | 98389B100 |
| VANGUARD WORLD FD | ESG US STK ETF | $1.5M | 11,631 | — | 921910733 |
| UBER TECHNOLOGIES INC | COM | $1.4M | 19,214 | — | 90353T100 |
| ENSIGN GROUP INC | COM | $1.4M | 8,636 | — | 29358P101 |
| LAM RESEARCH CORP | COM NEW | $1.4M | 3,148 | — | 512807306 |
| CROWDSTRIKE HLDGS INC | CL A | $1.3M | 1,765 | — | 22788C105 |
| MERCK & CO INC | COM | $1.3M | 9,956 | — | 58933Y105 |
| MICRON TECHNOLOGY INC | COM | $1.2M | 1,051 | — | 595112103 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.2M | 2,314 | — | 084670702 |
| GE AEROSPACE | COM NEW | $1.1M | 2,994 | — | 369604301 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | $1M | 11,152 | — | 33733E104 |
| ABBOTT LABORATORIES | COM | $1M | 11,287 | — | 002824100 |
| CATERPILLAR INC | COM | $978.3K | 919 | — | 149123101 |
| LOCKHEED MARTIN CORP | COM | $958K | 1,880 | — | 539830109 |
| PIMCO ETF TR | ENHAN SHRT MA AC | $926K | 9,186 | — | 72201R833 |
| SALESFORCE INC | COM | $916.9K | 5,853 | — | 79466L302 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | $887.9K | 9,882 | — | 33734X846 |
| GRAYSCALE COINDESK CRYPTO | USD SHS | $865.2K | 32,787 | — | G40705108 |
| WW GRAINGER INC | COM | $821.7K | 604 | — | 384802104 |
| MCDONALDS CORP | COM | $805.9K | 2,981 | — | 580135101 |
| ORACLE CORP | COM | $804.7K | 5,491 | — | 68389X105 |
| NEXTERA ENERGY INC | COM | $780.2K | 8,889 | — | 65339F101 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $747.5K | 1,001 | — | 78462F103 |
| MCKESSON CORP | COM | $727.6K | 963 | — | 58155Q103 |
| MORGAN STANLEY ETF TRUST | CALVERT ULT SHR | $653.9K | 12,912 | — | 61774R601 |
| MOODYS CORP | COM | $622.3K | 1,374 | — | 615369105 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $576.5K | 17,318 | — | 46438F101 |
| THERMO FISHER SCIENTIFIC INC | COM | $568.3K | 1,133 | — | 883556102 |
| ISHARES TR | ESG SELE SCR ETF | $519.9K | 9,857 | — | 46436E544 |
| QUALCOMM INC | COM | $488.9K | 2,646 | — | 747525103 |
| DISNEY WALT CO | COM | $483.5K | 5,023 | — | 254687106 |
| UNITED RENTALS INC | COM | $455.4K | 402 | — | 911363109 |
| ARISTA NETWORKS INC | COM SHS | $446.4K | 2,628 | — | 040413205 |
| CARRIER GLOBAL CORPORATION | COM | $444.6K | 6,061 | — | 14448C104 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $422.7K | 8,455 | — | 67092P300 |
| EXXON MOBIL CORP | COM | $422.2K | 3,088 | — | 30231G102 |
| ASTRAZENECA PLC | ORD | $422.1K | 2,226 | — | G0593M107 |
| COINBASE GLOBAL INC | COM CL A | $401K | 2,743 | — | 19260Q107 |
| TOYOTA MOTOR CORP | ADS | $386K | 2,292 | — | 892331307 |
| BANK OF NY MELLON CORP | COM | $381.6K | 2,639 | — | 064058100 |
| PEPSICO INC | COM | $370.5K | 2,736 | — | 713448108 |
| MARVELL TECHNOLOGY INC | COM | $367K | 1,232 | — | 573874104 |
| TE CONNECTIVITY PLC | ORD SHS | $361.3K | 1,792 | — | G87052109 |
| DIGITAL RLTY TR INC | COM | $358.7K | 1,997 | — | 253868103 |
| GILEAD SCIENCES INC | COM | $351.6K | 2,783 | — | 375558103 |
| STARBUCKS CORP | COM | $351.5K | 3,439 | — | 855244109 |
| NOKIA CORP | SPONSORED ADR | $341.4K | 25,707 | — | 654902204 |
| AVANTOR INC | COM | $329K | 33,237 | — | 05352A100 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $318.7K | 6,345 | — | 922020805 |
| PALANTIR TECHNOLOGIES INC | CL A | $318.4K | 2,729 | — | 69608A108 |
| CAPITAL GRP FIXED INCM ETF T | MUN INM ETF | $315.2K | 11,475 | — | 14020Y201 |
| CME GROUP INC | COM | $315.1K | 1,427 | — | 12572Q105 |
| NUCOR CORP | COM | $313.6K | 1,408 | — | 670346105 |
| ISHARES TR | 1 3 YR TREAS BD | $310.3K | 3,779 | — | 464287457 |
| QUANTA SVCS INC | COM | $302.4K | 420 | — | 74762E102 |
| PALO ALTO NETWORKS INC | COM | $289.9K | 850 | — | 697435105 |
| UNITED PARCEL SVCS INC | CL B | $281K | 2,614 | — | 911312106 |
| SYNOPSYS INC | COM | $280.1K | 628 | — | 871607107 |
| BOEING CO | COM | $279.4K | 1,291 | — | 097023105 |
| AMERICAN EXPRESS CO | COM | $271.3K | 802 | — | 025816109 |
| SERVICENOW INC | COM | $267.2K | 2,691 | — | 81762P102 |
| COCA COLA CO | COM | $265K | 3,260 | — | 191216100 |
| SNOWFLAKE INC | COM SHS | $249.9K | 982 | — | 833445109 |
| VERIZON COMMUNICATIONS INC | COM | $248.5K | 5,870 | — | 92343V104 |
| MONDELEZ INTL INC | CL A | $246.6K | 4,264 | — | 609207105 |
| LOWES COS INC | COM | $242.1K | 1,098 | — | 548661107 |
| VANGUARD WORLD FD | INF TECH ETF | $239K | 2,000 | — | 92204A702 |
| ISHARES INC | ESG AWR MSCI EM | $238.6K | 4,362 | — | 46434G863 |
| ROBINHOOD MKTS INC | COM CL A | $236.6K | 2,359 | — | 770700102 |
| GE VERNOVA INC | COM | $231.4K | 197 | — | 36828A101 |
| ISHARES TR | ESG SELECT SCRE | $229.8K | 4,406 | — | 46436E551 |
| TEXAS INSTRS INC | COM | $225.5K | 757 | — | 882508104 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $214.5K | 1,724 | — | G1151C101 |
| COLUMBIA BKG SYS INC | COM | $209.2K | 6,528 | — | 197236102 |
| KLA CORP | COM NEW | $204.6K | 678 | — | 482480100 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-13