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Latest DeDora Capital, Inc. Stock Portfolio

$448Million | No. of Holdings #450

DeDora Capital, Inc. Performance

2026 Q3+0.42%
YTD-10.67%
2025+13.40%

About DeDora Capital, Inc. and 13F Hedge Fund Stock Holdings

DeDora Capital, Inc. is a hedge fund based in Napa, CA. On 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, DeDora Capital, Inc. reported an equity portfolio of $448.2 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of DeDora Capital, Inc. are VB, IJR, VIGI. The fund has invested 7.1% of it's portfolio in VANGUARD INDEX FDS and 6.6% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off ISHARES TR (DMXF), EXXON MOBIL CORP (XOM) and VANGUARD MALVERN FDS (VTIP) stocks. They significantly reduced their stock positions in NUSHARES ETF TR (NDVG), MORGAN STANLEY ETF TRUST and ISHARES INC (EMGF). DeDora Capital, Inc. opened new stock positions in SPACE EXPLORATION TECHN CORP, ISHARES TR (AMPS) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to GRAYSCALE COINDESK CRYPTO (GDLC), SYNOPSYS INC (SNPS) and CAPITAL GRP FIXED INCM ETF T (CGCP).
DeDora Capital, Inc. Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$448Million
  as of Oct 26, 2026

DeDora Capital, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that DeDora Capital, Inc. made a return of 0.42% in the last quarter. In trailing 12 months, it's portfolio return was -9.62%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration techn corp547,235
exxonmobil holdings corp518,508
ishares tr350,948
grayscale bitcoin trust etf261,396
select sector spdr tr214,389
ishares silver tr201,412
ishares tr192,944
vanguard index fds183,003
New stocks bought by DeDora Capital, Inc.

Additions

Ticker% Inc.
grayscale coindesk crypto23.77
synopsys inc20.54
capital grp fixed incm etf t7.63
mondelez intl inc6.92
robinhood mkts inc6.74
world gold tr6.12
ge vernova inc4.06
j p morgan exchange traded f3.92
Additions to existing portfolio by DeDora Capital, Inc.

Reductions

Ticker% Reduced
nushares etf tr-97.88
morgan stanley etf trust-87.83
ishares inc-87.78
nucor corp-80.26
lam research corp-68.33
lowes cos inc-67.58
pimco etf tr-66.43
vanguard world fd-54.78
DeDora Capital, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-519,917
columbia bkg sys inc-209,222
vanguard malvern fds-318,709
ishares tr-229,773
exxon mobil corp-422,223
quanta svcs inc-302,417
DeDora Capital, Inc. got rid off the above stocks

Sector Distribution

DeDora Capital, Inc. has about 62.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Industrials
  • Consumer Defensive
Sector%
Others62.8
Technology13.6
Healthcare4.6
Consumer Cyclical4.6
Communication Services4.4
Financial Services3.1
Industrials2.7
Consumer Defensive2

Market Cap. Distribution

DeDora Capital, Inc. has about 36.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED62.9
MEGA-CAP30.6
LARGE-CAP6.3

Stocks belong to which Index?

About 34.8% of the stocks held by DeDora Capital, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others64.7
S&P 50034.8
Top 5 Winners (%)%
PLTR
palantir technologies inc
59.0 %
AVTR
avantor inc
52.0 %
CRM
salesforce inc
46.1 %
ACN
accenture plc ireland
45.2 %
GDLC
grayscale coindesk crypto
39.3 %
Top 5 Winners ($)$
MSFT
microsoft corp
2.7 M
AAPL
apple inc
2.3 M
VB
vanguard index fds
1.4 M
NVDA
nvidia corporation
1.3 M
META
meta platforms inc
0.8 M
Top 5 Losers (%)%
APP
applovin corp
-43.6 %
KLAC
kla corp
-34.4 %
CARR
carrier global corporation
-25.1 %
NOK
nokia corp
-23.6 %
CAT
caterpillar inc
-22.2 %
Top 5 Losers ($)$
APP
applovin corp
-1.8 M
VB
vanguard index fds
-1.6 M
FBND
fidelity merrimack str tr
-1.3 M
TSLA
tesla inc
-1.2 M
HD
home depot inc
-1.0 M

DeDora Capital, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of DeDora Capital, Inc.

DeDora Capital, Inc. has 450 stocks in it's portfolio. About 48.2% of the portfolio is in top 10 stocks. APP proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for DeDora Capital, Inc. last quarter.

$448.17MTotal Value
457Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of DeDora Capital, Inc., last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
DeDora Capital, Inc.'s holding in Ishares Tr over time
0.28%23,420
$1.27M
0.28%
decreased 46.2 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
DeDora Capital, Inc.'s holding in Ishares Tr over time
0.04%1,320
$192.9K
0.04%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
DeDora Capital, Inc.'s holding in Ishares Tr over time
0.04%1,948
$174.6K
0.04%
new position
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
DeDora Capital, Inc.'s holding in Etf Ser Solutions over time
0%178
$15.1K
0%
new position
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
DeDora Capital, Inc.'s holding in Dbx Etf Tr over time
0%145
$4.7K
0%
new position
ACVF
Etf Opportunities Trust

Etf Opportunities Trust

ACVF
DeDora Capital, Inc.'s holding in Etf Opportunities Trust over time
0%301
$4.8K
0%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
DeDora Capital, Inc.'s holding in Ishares Inc over time
0.01%164
$30.0K
0.01%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
DeDora Capital, Inc.'s holding in American Centy Etf Tr over time
0%180
$23.1K
0%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
DeDora Capital, Inc.'s holding in Vaneck Etf Trust over time
0.01%533
$46.8K
0.01%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
DeDora Capital, Inc.'s holding in Vaneck Etf Trust over time
0%6.00
$621
0%
new position