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: $414.3M112 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.6M	0.4%	12,197 SH	New
ABBVIE INC	COM	$3.5M	0.9%Prev: 0.8%	15,254 SH	Decreased+105 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$681K	0.2%Prev: 0.0%	2,760 SH	Increased+1,036 SH
ADOBE INC	COM	$554K	0.1%	1,570 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.8M	0.4%Prev: 1.0%	11,272 SH	Decreased+3,496 SH
ALPHABET INC	CAP STK CL A	$5.3M	1.3%Prev: 1.6%	21,762 SH	Decreased+1,606 SH
ALPHABET INC	CAP STK CL C	$6.1M	1.5%Prev: 1.7%	25,155 SH	Decreased+2,713 SH
AMAZON COM INC	COM	$8.3M	2.0%Prev: 1.8%	37,947 SH	Decreased+2,306 SH
AMERICAN EXPRESS CO	COM	$288K	0.1%Prev: 0.1%	868 SH	Increased+66 SH
AMGEN INC	COM	$1.9M	0.4%Prev: 0.6%	6,604 SH	Decreased-871 SH
APPLE INC	COM	$14.7M	3.6%Prev: 3.4%	57,867 SH	Decreased+4,336 SH
APPLOVIN CORP	COM CL A	$5.8M	1.4%Prev: 0.9%	8,067 SH	Increased+67 SH
ARISTA NETWORKS INC	COM SHS	$368K	0.1%Prev: 0.1%	2,528 SH	Decreased-100 SH
ASTRAZENECA PLC	SPONSORED ADR	$330K	0.1%	4,302 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$749K	0.2%	2,552 SH	New
AVANTOR INC	COM	$415K	0.1%Prev: 0.1%	33,237 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL A	$3.0M	0.7%Prev: 0.7%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.3%Prev: 0.3%	2,331 SH	Increased+17 SH
BOEING CO	COM	$278K	0.1%Prev: 0.1%	1,286 SH	Decreased-5 SH
BROADCOM INC	COM	$8.0M	1.9%Prev: 1.7%	24,151 SH	Increased+3,419 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$17.6M	4.2%	593,067 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$2.0M	0.5%Prev: 0.6%	78,571 SH	Decreased-23,996 SH
CARRIER GLOBAL CORPORATION	COM	$324K	0.1%Prev: 0.1%	5,421 SH	Decreased-640 SH
CATERPILLAR INC	COM	$511K	0.1%Prev: 0.2%	1,072 SH	Decreased+153 SH
CHEVRON CORP NEW	COM	$2.6M	0.6%	16,448 SH	New
CME GROUP INC	COM	$347K	0.1%Prev: 0.1%	1,283 SH	Increased-144 SH
COCA COLA CO	COM	$288K	0.1%Prev: 0.1%	4,345 SH	Increased+1,085 SH
COINBASE GLOBAL INC	COM CL A	$611K	0.1%Prev: 0.1%	1,811 SH	Increased-932 SH
COSTCO WHSL CORP NEW	COM	$3.9M	0.9%	4,183 SH	New
CROWDSTRIKE HLDGS INC	CL A	$470K	0.1%Prev: 0.3%	959 SH	Decreased-806 SH
DANAHER CORPORATION	COM	$338K	0.1%	1,705 SH	New
DIGITAL RLTY TR INC	COM	$345K	0.1%Prev: 0.1%	1,997 SH	Decreased
DISNEY WALT CO	COM	$621K	0.2%Prev: 0.1%	5,427 SH	Increased+404 SH
ELI LILLY & CO	COM	$2.4M	0.6%Prev: 0.9%	3,109 SH	Decreased-535 SH
ENSIGN GROUP INC	COM	$1.4M	0.3%Prev: 0.3%	8,238 SH	Increased-398 SH
EXXON MOBIL CORP	COM	$302K	0.1%Prev: 0.1%	2,677 SH	Decreased-411 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$27.6M	6.7%Prev: 5.7%	597,083 SH	Increased+19,181 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$208K	0.1%	11,387 SH	New
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$865K	0.2%	11,386 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.5M	0.4%Prev: 0.2%	15,578 SH	Increased+4,426 SH
GE AEROSPACE	COM NEW	$950K	0.2%Prev: 0.2%	3,157 SH	Decreased+163 SH
GILEAD SCIENCES INC	COM	$334K	0.1%Prev: 0.1%	3,011 SH	Decreased+228 SH
GRAINGER W W INC	COM	$530K	0.1%	556 SH	New
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$377K	0.1%	4,204 SH	New
HOME DEPOT INC	COM	$5.4M	1.3%Prev: 1.1%	13,394 SH	Increased-950 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$9.1M	2.2%Prev: 2.1%	48,097 SH	Decreased+2,465 SH
INVESCO QQQ TR	UNIT SER 1	$5.8M	1.4%Prev: 1.5%	9,736 SH	Decreased+158 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.1M	0.3%Prev: 0.1%	16,739 SH	Increased-579 SH
ISHARES TR	1 3 YR TREAS BD	$471K	0.1%Prev: 0.1%	5,682 SH	Increased+1,903 SH
ISHARES TR	CALIF MUN BD ETF	$2.8M	0.7%Prev: 0.5%	49,064 SH	Increased+5,529 SH
ISHARES TR	CORE S&P500 ETF	$23.8M	5.7%Prev: 6.1%	35,575 SH	Decreased-2,057 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$6.7M	1.6%Prev: 2.0%	118,047 SH	Decreased-41,564 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$3.6M	0.9%	54,761 SH	New
JOHNSON & JOHNSON	COM	$1.1M	0.3%Prev: 0.4%	6,095 SH	Decreased-459 SH
JPMORGAN CHASE & CO.	COM	$6.2M	1.5%	19,702 SH	New
LAM RESEARCH CORP	COM NEW	$761K	0.2%Prev: 0.3%	5,684 SH	Decreased+2,536 SH
LINDE PLC	SHS	$2.1M	0.5%Prev: 0.6%	4,329 SH	Decreased-655 SH
LOCKHEED MARTIN CORP	COM	$951K	0.2%Prev: 0.2%	1,904 SH	Decreased+24 SH
LOWES COS INC	COM	$278K	0.1%Prev: 0.1%	1,108 SH	Increased+10 SH
MASTERCARD INCORPORATED	CL A	$2.6M	0.6%Prev: 0.5%	4,492 SH	Increased-30 SH
MCDONALDS CORP	COM	$906K	0.2%Prev: 0.2%	2,981 SH	Increased
MCKESSON CORP	COM	$799K	0.2%Prev: 0.2%	1,034 SH	Increased+71 SH
MERCK & CO INC	COM	$916K	0.2%Prev: 0.3%	10,912 SH	Decreased+956 SH
META PLATFORMS INC	CL A	$4.1M	1.0%Prev: 0.6%	5,544 SH	Increased+311 SH
MICROSOFT CORP	COM	$10.1M	2.4%Prev: 1.6%	19,573 SH	Increased-652 SH
MOODYS CORP	COM	$617K	0.1%Prev: 0.1%	1,295 SH	Decreased-79 SH
NETFLIX INC	COM	$3.0M	0.7%	2,523 SH	New
NEXTERA ENERGY INC	COM	$597K	0.1%Prev: 0.2%	7,905 SH	Decreased-984 SH
NOKIA CORP	SPONSORED ADR	$124K	0.0%Prev: 0.1%	25,707 SH	Decreased
NUCOR CORP	COM	$512K	0.1%Prev: 0.1%	3,783 SH	Increased+2,375 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$7.4M	1.8%Prev: 2.0%	74,763 SH	Decreased-5,307 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$5.8M	1.4%Prev: 1.5%	131,605 SH	Decreased-3,555 SH
NVIDIA CORPORATION	COM	$9.4M	2.3%Prev: 2.0%	50,414 SH	Increased+4,581 SH
ORACLE CORP	COM	$1.6M	0.4%Prev: 0.2%	5,595 SH	Increased+104 SH
PALANTIR TECHNOLOGIES INC	CL A	$416K	0.1%Prev: 0.1%	2,278 SH	Increased-451 SH
PAYPAL HLDGS INC	COM	$502K	0.1%	7,493 SH	New
PEPSICO INC	COM	$385K	0.1%Prev: 0.1%	2,740 SH	Increased+4 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$961K	0.2%Prev: 0.2%	9,541 SH	Increased+355 SH
PROCTER AND GAMBLE CO	COM	$1.9M	0.5%	12,437 SH	New
PROSHARES TR	ULTRAPRO QQQ	$2.7M	0.7%Prev: 0.7%	26,311 SH	Decreased-14,438 SH
PROSHARES TR	ULTRPRO S&P500	$2.0M	0.5%Prev: 0.6%	18,280 SH	Decreased+354 SH
PTC INC	COM	$256K	0.1%	1,262 SH	New
QUALCOMM INC	COM	$440K	0.1%Prev: 0.1%	2,646 SH	Decreased
RTX CORPORATION	COM	$3.8M	0.9%Prev: 0.9%	22,702 SH	Decreased+1,795 SH
SALESFORCE INC	COM	$2.0M	0.5%Prev: 0.2%	8,356 SH	Increased+2,503 SH
SPDR GOLD TR	GOLD SHS	$1.8M	0.4%Prev: 0.4%	4,975 SH	Increased+247 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$4.5M	1.1%	104,837 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$658K	0.2%	987 SH	New
STARBUCKS CORP	COM	$278K	0.1%Prev: 0.1%	3,287 SH	Decreased-152 SH
TE CONNECTIVITY PLC	ORD SHS	$459K	0.1%Prev: 0.1%	2,093 SH	Increased+301 SH
TESLA INC	COM	$8.3M	2.0%Prev: 1.7%	18,575 SH	Increased+438 SH
THERMO FISHER SCIENTIFIC INC	COM	$558K	0.1%Prev: 0.1%	1,151 SH	Decreased+18 SH
TOYOTA MOTOR CORP	ADS	$401K	0.1%Prev: 0.1%	2,096 SH	Increased-196 SH
UBER TECHNOLOGIES INC	COM	$1.8M	0.4%Prev: 0.3%	18,123 SH	Increased-1,091 SH
UNION PAC CORP	COM	$2.5M	0.6%Prev: 0.7%	10,752 SH	Decreased-419 SH
UNITED PARCEL SERVICE INC	CL B	$544K	0.1%	6,515 SH	New
UNITED RENTALS INC	COM	$390K	0.1%Prev: 0.1%	408 SH	Decreased+6 SH
UNITEDHEALTH GROUP INC	COM	$2.9M	0.7%Prev: 0.7%	8,340 SH	Decreased+790 SH
VANGUARD INDEX FDS	GROWTH ETF	$33.5M	8.1%Prev: 6.6%	69,952 SH	Increased-283,870 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.4M	0.6%Prev: 0.5%	8,206 SH	Decreased-23,119 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.9M	3.6%Prev: 3.6%	24,395 SH	Decreased+582 SH
VANGUARD INDEX FDS	SMALL CP ETF	$19.5M	4.7%Prev: 5.7%	76,517 SH	Decreased-9,722 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.4M	0.3%Prev: 0.4%	18,682 SH	Decreased-1,248 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$30.2M	7.3%Prev: 6.4%	214,561 SH	Increased+27,390 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$3.4M	0.8%Prev: 1.2%	48,946 SH	Decreased-20,742 SH
VANGUARD WORLD FD	ESG US CORP BD	$9.8M	2.4%Prev: 2.4%	152,625 SH	Decreased-25,948 SH
VANGUARD WORLD FD	ESG US STK ETF	$257K	0.1%Prev: 0.3%	2,172 SH	Decreased-9,459 SH
VERIZON COMMUNICATIONS INC	COM	$337K	0.1%Prev: 0.1%	7,666 SH	Increased+1,796 SH
VISA INC	COM CL A	$3.1M	0.8%Prev: 0.7%	9,154 SH	Decreased-163 SH
WALMART INC	COM	$2.7M	0.6%Prev: 0.6%	26,116 SH	Decreased-269 SH
WORLD GOLD TR	SPDR GLD MINIS	$889K	0.2%Prev: 1.3%	11,635 SH	Decreased-65,713 SH
XCEL ENERGY INC	COM	$1.4M	0.3%Prev: 0.3%	17,324 SH	Decreased-2,043 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.0M
ASTRAZENECA PLC — $422K
BANK OF NY MELLON CORP — $382K
CAPITAL GROUP INTL FOCUS EQT — $22.7M
CAPITAL GRP FIXED INCM ETF T — $315K
CHEVRON CORPORATION — $3.0M
COLUMBIA BKG SYS INC — $209K
COSTCO WHOLESALE CORPORATION — $4.1M
FIRST TR EXCHANGE-TRADED FD — $888K
GE VERNOVA INC — $231K
GRAYSCALE COINDESK CRYPTO — $865K
ISHARES INC — $239K
ISHARES TR — $520K
ISHARES TR — $230K
J P MORGAN EXCHANGE TRADED F — $5.9M
JPMORGAN CHASE & CO — $6.2M
KLA CORP — $205K
MARVELL TECHNOLOGY INC — $367K
MICRON TECHNOLOGY INC — $1.2M
MONDELEZ INTL INC — $247K
… and 18 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