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Latest DeDora Capital, Inc. Stock Portfolio

$460Million | No. of Holdings #129

DeDora Capital, Inc. Performance

2026 Q2-7.19%
YTD-11.04%
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 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, DeDora Capital, Inc. reported an equity portfolio of $460.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of DeDora Capital, Inc. are VB, VIGI, IJR. The fund has invested 6.6% of it's portfolio in VANGUARD INDEX FDS and 6.4% of portfolio in VANGUARD WHITEHALL FDS. <br><br> The fund managers got completely rid off DANAHER CORP DEL (DHR), AUTOMATIC DATA PROCESSING IN (ADP) and ISHARES SILVER TR (SLV) stocks. They significantly reduced their stock positions in ACCENTURE PLC IRELAND (ACN), ISHARES TR (IJR) and SALESFORCE INC (CRM). DeDora Capital, Inc. opened new stock positions in PUTNAM ETF TRUST (PFUT), MARVELL TECHNOLOGY INC (MRVL) and PALO ALTO NETWORKS INC (PANW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD WORLD FD (EDV) and CROWDSTRIKE HLDGS INC (CRWD).
DeDora Capital, Inc. Equity Portfolio Value
Last Reported on: 13 Jul, 2026
$460Million
  as of Jul 13, 2026

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

Our best estimate is that DeDora Capital, Inc. made a return of -7.19% in the last quarter. In trailing 12 months, it's portfolio return was -2.31%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
putnam etf trust1,894,280
marvell technology inc367,000
palo alto networks inc289,867
snowflake inc249,919
mondelez intl inc246,635
vanguard world fd239,040
ishares inc238,558
robinhood mkts inc236,561
New stocks bought by DeDora Capital, Inc.

Additions

Ticker% Inc.
vanguard index fds436
vanguard world fd422
vanguard index fds288
crowdstrike hldgs inc85.4
vanguard malvern fds31.18
grayscale coindesk crypto27.7
coinbase global inc26.81
j p morgan exchange traded f16.85
Additions to existing portfolio by DeDora Capital, Inc.

Reductions

Ticker% Reduced
accenture plc ireland-35.79
ishares tr-24.33
salesforce inc-18.37
verizon communications inc-17.81
micron technology inc-11.38
ishares tr-11.23
vanguard whitehall fds-10.93
ishares bitcoin trust etf-9.78
DeDora Capital, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
first tr exch traded fd iii-187,937
grayscale bitcoin trust etf-213,520
ishares silver tr-242,306
select sector spdr tr-208,284
danaher corp del-315,874
automatic data processing in-287,380
adobe inc-225,821
DeDora Capital, Inc. got rid off the above stocks

Sector Distribution

DeDora Capital, Inc. has about 63.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Healthcare
  • Communication Services
  • Financial Services
  • Industrials
  • Consumer Defensive
Sector%
Others63.2
Technology12.9
Consumer Cyclical4.9
Healthcare4.6
Communication Services4.5
Financial Services3
Industrials2.7
Consumer Defensive2.1

Market Cap. Distribution

DeDora Capital, Inc. has about 36.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED63.2
MEGA-CAP30.1
LARGE-CAP6.6

Stocks belong to which Index?

About 34.6% of the stocks held by DeDora Capital, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others65.1
S&P 50034.6
Top 5 Winners (%)%
MU
micron technology inc
227.9 %
AMD
advanced micro devices inc
177.6 %
LRCX
lam research corp
102.8 %
EET
proshares tr
89.8 %
NOK
nokia corp
65.2 %
Top 5 Winners ($)$
IJR
ishares tr
3.5 M
VB
vanguard index fds
3.4 M
CGXU
capital group intl focus eqt
3.2 M
AMD
advanced micro devices inc
3.1 M
VB
vanguard index fds
2.1 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.7 %
VB
vanguard index fds
-61.7 %
ACN
accenture plc ireland
-30.6 %
NFLX
netflix inc.
-25.7 %
CME
cme group inc
-25.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-73.6 M
VB
vanguard index fds
-4.1 M
GLDM
world gold tr
-1.0 M
CVX
chevron corporation
-0.7 M
NFLX
netflix inc.
-0.7 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 129 stocks in it's portfolio. About 47% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for DeDora Capital, Inc. last quarter.

$460.10MTotal Value
136Positions
13 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of DeDora Capital, Inc., last reported on 13 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
DeDora Capital, Inc.'s holding in Ishares Tr over time
0.54%43,535
$2.51M
0.54%
decreased 11.23 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
DeDora Capital, Inc.'s holding in J P Morgan Exchange Traded F over time
1.96%159,611
$9.01M
1.96%
increased 12.82 percentadded
BGLD
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

BGLD
DeDora Capital, Inc.'s holding in First Tr Exchange-Traded Fd over time
0.23%11,152
$1.05M
0.23%
decreased 9.72 percentreduced
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
DeDora Capital, Inc.'s holding in Pimco Etf Tr over time
0.2%9,186
$926.0K
0.2%
decreased 2.7 percentreduced