DeDora Capital, Inc.

CIK 0001717658 • 6 13F filings • May 6, 2025 – Jul 13, 2026

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Filer information

Filed by: DeDora Capital, Inc., Chief Compliance Officer
Address: 1600 Main Street, Napa, CA, 94559
Phone: 707-253-0681
AUM: $422.5M

AUM over time

$460.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $383.1M115 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.7M	0.4%	12,591 SH	New
ABBVIE INC	COM	$2.9M	0.8%Prev: 0.8%	15,749 SH	Decreased+1,050 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$830K	0.2%Prev: 0.1%	2,778 SH	Increased+93 SH
ADOBE INC	COM	$605K	0.2%Prev: 0.1%	1,563 SH	Increased+634 SH
ADVANCED MICRO DEVICES INC	COM	$1.5M	0.4%Prev: 0.4%	10,862 SH	Decreased+2,351 SH
ALPHABET INC	CAP STK CL A	$3.9M	1.0%Prev: 1.4%	22,079 SH	Decreased+1,570 SH
ALPHABET INC	CAP STK CL C	$4.5M	1.2%Prev: 1.6%	25,162 SH	Decreased+2,218 SH
AMAZON COM INC	COM	$8.4M	2.2%Prev: 1.9%	38,091 SH	Increased+1,503 SH
AMERICAN EXPRESS CO	COM	$277K	0.1%Prev: 0.1%	868 SH	Increased-8 SH
AMGEN INC	COM	$1.8M	0.5%Prev: 0.6%	6,427 SH	Decreased-955 SH
APPLE INC	COM	$12.0M	3.1%Prev: 3.4%	58,528 SH	Decreased+4,107 SH
APPLOVIN CORP	COM CL A	$2.8M	0.7%Prev: 0.8%	8,067 SH	Decreased
ARISTA NETWORKS INC	COM SHS	$259K	0.1%Prev: 0.1%	2,528 SH	Decreased
ASTRAZENECA PLC	SPONSORED ADR	$301K	0.1%	4,302 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$794K	0.2%Prev: 0.1%	2,574 SH	Increased+1,160 SH
AVANTOR INC	COM	$447K	0.1%Prev: 0.1%	33,237 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	0.8%Prev: 0.7%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.3%Prev: 0.3%	2,356 SH	Increased+42 SH
BOEING CO	COM	$269K	0.1%Prev: 0.1%	1,286 SH	Increased-5 SH
BROADCOM INC	COM	$7.0M	1.8%Prev: 1.6%	25,459 SH	Increased+4,368 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$16.2M	4.2%Prev: 4.4%	598,048 SH	Decreased-5,918 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$2.0M	0.5%Prev: 0.6%	78,163 SH	Decreased-20,266 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$1.2M	0.3%	43,161 SH	New
CARRIER GLOBAL CORPORATION	COM	$375K	0.1%Prev: 0.1%	5,118 SH	Increased-623 SH
CATERPILLAR INC	COM	$416K	0.1%Prev: 0.2%	1,072 SH	Decreased+137 SH
CHEVRON CORP NEW	COM	$2.4M	0.6%	16,658 SH	New
CME GROUP INC	COM	$354K	0.1%Prev: 0.1%	1,283 SH	Decreased-146 SH
COCA COLA CO	COM	$292K	0.1%Prev: 0.1%	4,122 SH	Increased+696 SH
COINBASE GLOBAL INC	COM CL A	$604K	0.2%Prev: 0.1%	1,722 SH	Increased-441 SH
COSTCO WHSL CORP NEW	COM	$4.1M	1.1%	4,178 SH	New
CROWDSTRIKE HLDGS INC	CL A	$488K	0.1%Prev: 0.1%	959 SH	Increased+7 SH
DANAHER CORPORATION	COM	$338K	0.1%	1,713 SH	New
DIGITAL RLTY TR INC	COM	$352K	0.1%Prev: 0.1%	2,020 SH	Decreased+23 SH
DISNEY WALT CO	COM	$751K	0.2%Prev: 0.1%	6,058 SH	Increased+908 SH
ELI LILLY & CO	COM	$2.3M	0.6%Prev: 0.8%	2,991 SH	Decreased-409 SH
ENSIGN GROUP INC	COM	$1.2M	0.3%Prev: 0.4%	7,844 SH	Decreased-141 SH
EXXON MOBIL CORP	COM	$289K	0.1%Prev: 0.1%	2,682 SH	Decreased-364 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$26.6M	6.9%Prev: 6.4%	581,905 SH	Increased+10,754 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$227K	0.1%Prev: 0.0%	12,748 SH	Increased+2,160 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$949K	0.2%	12,560 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.8M	0.5%Prev: 0.3%	20,318 SH	Increased+7,965 SH
GE AEROSPACE	COM NEW	$790K	0.2%Prev: 0.2%	3,067 SH	Decreased+253 SH
GILEAD SCIENCES INC	COM	$334K	0.1%Prev: 0.1%	3,011 SH	Decreased+121 SH
GRAINGER W W INC	COM	$578K	0.2%	556 SH	New
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$357K	0.1%Prev: 0.1%	4,203 SH	Increased+156 SH
HOME DEPOT INC	COM	$4.9M	1.3%Prev: 1.1%	13,407 SH	Increased-304 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$8.9M	2.3%Prev: 2.2%	48,997 SH	Decreased+2,459 SH
INVESCO QQQ TR	UNIT SER 1	$5.4M	1.4%Prev: 1.4%	9,782 SH	Decreased+62 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$952K	0.2%Prev: 0.2%	15,558 SH	Increased-3,638 SH
ISHARES TR	1 3 YR TREAS BD	$471K	0.1%Prev: 0.1%	5,683 SH	Increased+689 SH
ISHARES TR	CALIF MUN BD ETF	$2.7M	0.7%Prev: 0.7%	48,159 SH	Decreased-883 SH
ISHARES TR	CORE S&P500 ETF	$22.0M	5.7%Prev: 5.7%	35,411 SH	Decreased-241 SH
ISHARES TR	SHRT NAT MUN ETF	$212K	0.1%	1,989 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.4M	1.4%Prev: 2.0%	95,565 SH	Decreased-45,911 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$3.0M	0.8%Prev: 1.2%	48,376 SH	Decreased-26,936 SH
JOHNSON & JOHNSON	COM	$901K	0.2%Prev: 0.4%	5,898 SH	Decreased-345 SH
JPMORGAN CHASE & CO.	COM	$5.8M	1.5%	19,845 SH	New
LAM RESEARCH CORP	COM NEW	$559K	0.1%Prev: 0.2%	5,742 SH	Decreased+2,594 SH
LINDE PLC	SHS	$2.0M	0.5%Prev: 0.6%	4,333 SH	Decreased-697 SH
LOCKHEED MARTIN CORP	COM	$883K	0.2%Prev: 0.3%	1,906 SH	Decreased+2 SH
LOWES COS INC	COM	$251K	0.1%Prev: 0.1%	1,131 SH	Decreased+50 SH
MASTERCARD INCORPORATED	CL A	$2.6M	0.7%Prev: 0.6%	4,589 SH	Increased+63 SH
MCDONALDS CORP	COM	$871K	0.2%Prev: 0.2%	2,980 SH	Decreased-1 SH
MCKESSON CORP	COM	$765K	0.2%Prev: 0.2%	1,044 SH	Decreased+76 SH
MERCK & CO INC	COM	$873K	0.2%Prev: 0.3%	11,024 SH	Decreased+864 SH
META PLATFORMS INC	CL A	$4.3M	1.1%Prev: 0.7%	5,792 SH	Increased+461 SH
MICROSOFT CORP	COM	$9.7M	2.5%Prev: 1.7%	19,469 SH	Increased+686 SH
MONDELEZ INTL INC	CL A	$213K	0.1%	3,157 SH	New
MOODYS CORP	COM	$651K	0.2%Prev: 0.1%	1,297 SH	Increased-79 SH
NETFLIX INC	COM	$3.4M	0.9%	2,516 SH	New
NEXTERA ENERGY INC	COM	$550K	0.1%Prev: 0.2%	7,924 SH	Decreased-68 SH
NOKIA CORP	SPONSORED ADR	$133K	0.0%Prev: 0.1%	25,707 SH	Decreased
NUCOR CORP	COM	$490K	0.1%Prev: 0.1%	3,783 SH	Increased+2,351 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$7.1M	1.8%Prev: 1.7%	75,317 SH	Increased-2,321 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$5.4M	1.4%Prev: 1.5%	131,487 SH	Decreased-2,834 SH
NVIDIA CORPORATION	COM	$8.3M	2.2%Prev: 2.1%	52,706 SH	Decreased+4,762 SH
ORACLE CORP	COM	$1.2M	0.3%Prev: 0.2%	5,489 SH	Increased-14 SH
PALANTIR TECHNOLOGIES INC	CL A	$271K	0.1%Prev: 0.1%	1,991 SH	Decreased-728 SH
PAYPAL HLDGS INC	COM	$632K	0.2%	8,509 SH	New
PEPSICO INC	COM	$327K	0.1%Prev: 0.1%	2,474 SH	Decreased-404 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$959K	0.3%Prev: 0.2%	9,541 SH	Increased+100 SH
PROCTER AND GAMBLE CO	COM	$2.0M	0.5%	12,432 SH	New
PROSHARES TR	ULTRAPRO QQQ	$2.2M	0.6%Prev: 0.5%	26,772 SH	Increased-18,292 SH
PROSHARES TR	ULTRPRO S&P500	$1.7M	0.4%Prev: 0.4%	18,280 SH	Decreased
PTC INC	COM	$222K	0.1%	1,287 SH	New
QUALCOMM INC	COM	$421K	0.1%Prev: 0.1%	2,646 SH	Increased
RTX CORPORATION	COM	$3.3M	0.9%Prev: 1.0%	22,933 SH	Decreased+1,945 SH
SALESFORCE INC	COM	$2.3M	0.6%Prev: 0.3%	8,532 SH	Increased+1,362 SH
SPDR GOLD TR	GOLD SHS	$1.5M	0.4%Prev: 0.5%	5,018 SH	Decreased+206 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$4.2M	1.1%	104,837 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$610K	0.2%	987 SH	New
STARBUCKS CORP	COM	$340K	0.1%Prev: 0.1%	3,708 SH	Increased+669 SH
TE CONNECTIVITY PLC	ORD SHS	$360K	0.1%Prev: 0.1%	2,137 SH	Decreased+340 SH
TESLA INC	COM	$5.9M	1.5%Prev: 1.7%	18,434 SH	Decreased+78 SH
THERMO FISHER SCIENTIFIC INC	COM	$467K	0.1%Prev: 0.1%	1,151 SH	Decreased+14 SH
TOYOTA MOTOR CORP	ADS	$361K	0.1%Prev: 0.1%	2,096 SH	Decreased-184 SH
UBER TECHNOLOGIES INC	COM	$1.6M	0.4%Prev: 0.3%	17,092 SH	Increased-1,794 SH
UNION PAC CORP	COM	$2.4M	0.6%Prev: 0.7%	10,643 SH	Decreased-442 SH
UNITED PARCEL SERVICE INC	CL B	$640K	0.2%	6,343 SH	New
UNITED RENTALS INC	COM	$324K	0.1%Prev: 0.1%	430 SH	Increased+36 SH
UNITEDHEALTH GROUP INC	COM	$2.7M	0.7%Prev: 0.5%	8,640 SH	Increased+880 SH
VANGUARD INDEX FDS	GROWTH ETF	$31.2M	8.1%Prev: 7.1%	71,150 SH	Increased+5,216 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.3M	0.6%Prev: 0.6%	8,228 SH	Decreased+155 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.1M	3.7%Prev: 3.5%	24,814 SH	Decreased+901 SH
VANGUARD INDEX FDS	SMALL CP ETF	$17.8M	4.6%Prev: 5.1%	74,960 SH	Decreased-4,602 SH
VANGUARD STAR FDS	VG TL INTL STK F	$554K	0.1%Prev: 0.4%	8,017 SH	Decreased-11,913 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$29.6M	7.7%Prev: 7.6%	221,680 SH	Decreased+11,533 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$3.2M	0.8%Prev: 1.1%	48,943 SH	Decreased-13,890 SH
VANGUARD WORLD FD	ESG US CORP BD	$9.7M	2.5%Prev: 2.7%	153,776 SH	Decreased-23,484 SH
VANGUARD WORLD FD	ESG US STK ETF	$215K	0.1%Prev: 0.1%	1,962 SH	Decreased-262 SH
VERIZON COMMUNICATIONS INC	COM	$387K	0.1%Prev: 0.1%	8,950 SH	Increased+1,808 SH
VISA INC	COM CL A	$3.3M	0.9%Prev: 0.7%	9,256 SH	Increased-64 SH
WALMART INC	COM	$2.5M	0.6%Prev: 0.8%	25,455 SH	Decreased-510 SH
WORLD GOLD TR	SPDR GLD MINIS	$659K	0.2%Prev: 1.6%	10,054 SH	Decreased-58,507 SH
XCEL ENERGY INC	COM	$1.2M	0.3%Prev: 0.3%	17,398 SH	Decreased-80 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.2M
ASTRAZENECA PLC — $440K
BANK NEW YORK MELLON CORP — $312K
CAPITAL GRP FIXED INCM ETF T — $272K
CHEVRON CORPORATION — $3.5M
COSTCO WHOLESALE CORPORATION — $4.2M
DANAHER CORP DEL — $316K
FIRST TR EXCHANGE-TRADED FD — $643K
GRAYSCALE COINDESK CRYPTO — $801K
ISHARES SILVER TR — $242K
ISHARES TR — $413K
JPMORGAN CHASE & CO — $5.5M
MICRON TECHNOLOGY INC — $401K
MORGAN STANLEY ETF TRUST — $634K
NETFLIX INC. — $2.5M
NUSHARES ETF TR — $370K
PROCTER & GAMBLE CO — $1.8M
QUANTA SVCS INC — $244K
SELECT SECTOR SPDR TR — $208K
SERVICENOW INC — $273K
… and 6 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 22, 2026	Q4 2025	13F-HR	0001172661-26-000258	$422.5M	View
Oct 29, 2025	Q3 2025	13F-HR	0001172661-25-004478	$414.3M	View
Jul 13, 2026	Q2 2026