# EDGAR Filing Document

**Accession Number:** 0001973728
**File Stem:** 0001973728-25-000005
**Filing Date:** 2025-7
**Character Count:** 9324
**Document Hash:** deaa1553dbf6de2baf827925d0c48e4e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001973728-25-000005.hdr.sgml**: 20250731

**ACCESSION NUMBER**: 0001973728-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250731

**DATE AS OF CHANGE**: 20250731

**EFFECTIVENESS DATE**: 20250731

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Dodds Wealth, LLC
- **CENTRAL INDEX KEY:** 0001973728

**ORGANIZATION NAME:**
- **EIN:** 920936676
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23713
- **FILM NUMBER:** 251171089

**BUSINESS ADDRESS:**
- **STREET 1:** 5251 DTC PARKWAY
- **STREET 2:** SUITE 720
- **CITY:** GREENWOOD VILLAGE
- **STATE:** CO
- **ZIP:** 80111
- **BUSINESS PHONE:** 3035393900

**MAIL ADDRESS:**
- **STREET 1:** 5251 DTC PARKWAY
- **STREET 2:** SUITE 720
- **CITY:** GREENWOOD VILLAGE
- **STATE:** CO
- **ZIP:** 80111

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Dodds Wealth LLC<br>**Address:** 5251 DTC PARKWAY<br>SUITE 720<br>GREENWOOD VILLAGE, CO 80111

**Form 13F File Number:** 028-23713

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** JOHN MICHAEL DODDS<br>**Title:** CCO<br>**Phone:** 3035393900

**Signature, Place, and Date of Signing:**

JOHN MICHAEL DODDS  Greenwood Village, CO  07-31-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 56

**Form 13F Information Table Value Total:** $372913347

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 523622 | 2971 | SH |  | SOLE | 0 | 0 | 0 | 2971 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1043449 | 5882 | SH |  | SOLE | 0 | 0 | 0 | 5882 |
| AMAZON COM INC | COM | 023135106 |  | 750314 | 3420 | SH |  | SOLE | 0 | 0 | 0 | 3420 |
| APPLE INC | COM | 037833100 |  | 2752638 | 13416 | SH |  | SOLE | 0 | 0 | 0 | 13416 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1682950 | 3465 | SH |  | SOLE | 0 | 0 | 0 | 3465 |
| BROADCOM INC | COM | 11135F101 |  | 276753 | 1004 | SH |  | SOLE | 0 | 0 | 0 | 1004 |
| CBIZ INC | COM | 124805102 |  | 626889 | 8742 | SH |  | SOLE | 0 | 0 | 0 | 8742 |
| COCA COLA CO | COM | 191216100 |  | 264582 | 3740 | SH |  | SOLE | 0 | 0 | 0 | 3740 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 5499639 | 129831 | SH |  | SOLE | 0 | 0 | 0 | 129831 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 5145176 | 148834 | SH |  | SOLE | 0 | 0 | 0 | 148834 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 1899231 | 28338 | SH |  | SOLE | 0 | 0 | 0 | 28338 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 241985 | 10315 | SH |  | SOLE | 0 | 0 | 0 | 10315 |
| DISNEY WALT CO | COM | 254687106 |  | 330847 | 2668 | SH |  | SOLE | 0 | 0 | 0 | 2668 |
| ELI LILLY  CO | COM | 532457108 |  | 211390 | 271 | SH |  | SOLE | 0 | 0 | 0 | 271 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 306480 | 800 | SH |  | SOLE | 0 | 0 | 0 | 800 |
| INVESCO EXCH TRADED FD TR II | RUSEL 1000 EQL | 46138E420 |  | 250779 | 5093 | SH |  | SOLE | 0 | 0 | 0 | 5093 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 2136834 | 11758 | SH |  | SOLE | 0 | 0 | 0 | 11758 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 725885 | 1316 | SH |  | SOLE | 0 | 0 | 0 | 1316 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1376389 | 22193 | SH |  | SOLE | 0 | 0 | 0 | 22193 |
| ISHARES TR | CORE S ETF | 464287200 |  | 988707 | 1592 | SH |  | SOLE | 0 | 0 | 0 | 1592 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 693305 | 4001 | SH |  | SOLE | 0 | 0 | 0 | 4001 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 1004298 | 7562 | SH |  | SOLE | 0 | 0 | 0 | 7562 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 558722 | 10590 | SH |  | SOLE | 0 | 0 | 0 | 10590 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 335863 | 10947 | SH |  | SOLE | 0 | 0 | 0 | 10947 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 41217166 | 773450 | SH |  | SOLE | 0 | 0 | 0 | 773450 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 49039941 | 2134027 | SH |  | SOLE | 0 | 0 | 0 | 2134027 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 463779 | 3036 | SH |  | SOLE | 0 | 0 | 0 | 3036 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 436894 | 1507 | SH |  | SOLE | 0 | 0 | 0 | 1507 |
| LIVEPERSON INC | COM | 538146101 |  | 68076 | 67402 | SH |  | SOLE | 0 | 0 | 0 | 67402 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 378524 | 1385 | SH |  | SOLE | 0 | 0 | 0 | 1385 |
| META PLATFORMS INC | CL A | 30303M102 |  | 228070 | 309 | SH |  | SOLE | 0 | 0 | 0 | 309 |
| MICROSOFT CORP | COM | 594918104 |  | 911931 | 1833 | SH |  | SOLE | 0 | 0 | 0 | 1833 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1787770 | 11316 | SH |  | SOLE | 0 | 0 | 0 | 11316 |
| PAYCHEX INC | COM | 704326107 |  | 285376 | 1962 | SH |  | SOLE | 0 | 0 | 0 | 1962 |
| PEPSICO INC | COM | 713448108 |  | 353257 | 2675 | SH |  | SOLE | 0 | 0 | 0 | 2675 |
| PIMCO CORPORATE  INCOME OPP | COM | 72201B101 |  | 321502 | 23113 | SH |  | SOLE | 0 | 0 | 0 | 23113 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 251861 | 1581 | SH |  | SOLE | 0 | 0 | 0 | 1581 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 20897878 | 876957 | SH |  | SOLE | 0 | 0 | 0 | 876957 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 30726446 | 1110461 | SH |  | SOLE | 0 | 0 | 0 | 1110461 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 201829 | 9538 | SH |  | SOLE | 0 | 0 | 0 | 9538 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 5696414 | 22495 | SH |  | SOLE | 0 | 0 | 0 | 22495 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 1259960 | 9348 | SH |  | SOLE | 0 | 0 | 0 | 9348 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1631408 | 2640 | SH |  | SOLE | 0 | 0 | 0 | 2640 |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 |  | 49695784 | 1479922 | SH |  | SOLE | 0 | 0 | 0 | 1479922 |
| US BANCORP DEL | COM NEW | 902973304 |  | 346525 | 7658 | SH |  | SOLE | 0 | 0 | 0 | 7658 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 244959 | 1489 | SH |  | SOLE | 0 | 0 | 0 | 1489 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 4284100 | 48104 | SH |  | SOLE | 0 | 0 | 0 | 48104 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 46171948 | 105319 | SH |  | SOLE | 0 | 0 | 0 | 105319 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 17884356 | 31485 | SH |  | SOLE | 0 | 0 | 0 | 31485 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 974689 | 7584 | SH |  | SOLE | 0 | 0 | 0 | 7584 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 50134622 | 604614 | SH |  | SOLE | 0 | 0 | 0 | 604614 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 11258034 | 162947 | SH |  | SOLE | 0 | 0 | 0 | 162947 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 751937 | 13190 | SH |  | SOLE | 0 | 0 | 0 | 13190 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 4100990 | 30763 | SH |  | SOLE | 0 | 0 | 0 | 30763 |
| WALMART INC | COM | 931142103 |  | 293340 | 3000 | SH |  | SOLE | 0 | 0 | 0 | 3000 |
| WELLTOWER INC | COM | 95040Q104 |  | 987254 | 6422 | SH |  | SOLE | 0 | 0 | 0 | 6422 |

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