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: $407.8M123 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.2M	0.3%	11,719 SH	New
ABBVIE INC	COM	$3.2M	0.8%Prev: 1.0%	14,699 SH	Decreased-1,212 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$532K	0.1%Prev: 0.3%	2,685 SH	Decreased-536 SH
ADOBE INC	COM	$226K	0.1%Prev: 0.2%	929 SH	Decreased-574 SH
ADVANCED MICRO DEVICES INC	COM	$1.7M	0.4%Prev: 0.3%	8,511 SH	Increased-1,438 SH
ALPHABET INC	CAP STK CL A	$5.9M	1.4%Prev: 1.0%	20,509 SH	Increased-1,160 SH
ALPHABET INC	CAP STK CL C	$6.6M	1.6%Prev: 1.1%	22,944 SH	Increased-1,796 SH
AMAZON COM INC	COM	$7.6M	1.9%Prev: 2.1%	36,588 SH	Increased-972 SH
AMERICAN EXPRESS CO	COM	$265K	0.1%Prev: 0.1%	876 SH	Increased+8 SH
AMGEN INC	COM	$2.6M	0.6%Prev: 0.5%	7,382 SH	Increased+1,453 SH
APPLE INC	COM	$13.8M	3.4%Prev: 3.7%	54,421 SH	Increased-4,122 SH
APPLOVIN CORP	COM CL A	$3.2M	0.8%Prev: 0.7%	8,067 SH	Increased-1,233 SH
ARISTA NETWORKS INC	COM SHS	$310K	0.1%	2,528 SH	New
ASTRAZENECA PLC	ORD	$440K	0.1%	2,233 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$287K	0.1%Prev: 0.2%	1,414 SH	Decreased-1,130 SH
AVANTOR INC	COM	$261K	0.1%Prev: 0.2%	33,237 SH	Decreased
BANK NEW YORK MELLON CORP	COM	$312K	0.1%	2,626 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	0.7%Prev: 0.7%	4 SH	Increased+1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.3%Prev: 0.3%	2,314 SH	Decreased+36 SH
BOEING CO	COM	$257K	0.1%Prev: 0.1%	1,291 SH	Increased+5 SH
BROADCOM INC	COM	$6.5M	1.6%Prev: 1.2%	21,091 SH	Increased-3,721 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$17.8M	4.4%Prev: 4.3%	603,966 SH	Increased-4,680 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$272K	0.1%	10,006 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$2.5M	0.6%Prev: 0.5%	98,429 SH	Increased+31,213 SH
CARRIER GLOBAL CORPORATION	COM	$323K	0.1%	5,741 SH	New
CATERPILLAR INC	COM	$662K	0.2%Prev: 0.1%	935 SH	Increased-56 SH
CHEVRON CORPORATION	COM	$3.5M	0.9%	17,094 SH	New
CME GROUP INC	COM	$422K	0.1%Prev: 0.1%	1,429 SH	Increased+208 SH
COCA COLA CO	COM	$261K	0.1%Prev: 0.1%	3,426 SH	Decreased-672 SH
COINBASE GLOBAL INC	COM CL A	$378K	0.1%Prev: 0.1%	2,163 SH	Increased+660 SH
COSTCO WHOLESALE CORPORATION	COM	$4.2M	1.0%	4,238 SH	New
CROWDSTRIKE HLDGS INC	CL A	$372K	0.1%Prev: 0.1%	952 SH	Increased-19 SH
DANAHER CORP DEL	COM	$316K	0.1%	1,666 SH	New
DIGITAL RLTY TR INC	COM	$360K	0.1%Prev: 0.1%	1,997 SH	Increased-33 SH
DISNEY WALT CO	COM	$496K	0.1%Prev: 0.2%	5,150 SH	Decreased-2,701 SH
ELI LILLY & CO	COM	$3.1M	0.8%Prev: 0.7%	3,400 SH	Increased+642 SH
ENSIGN GROUP INC	COM	$1.6M	0.4%Prev: 0.3%	7,985 SH	Increased+526 SH
EXXON MOBIL CORP	COM	$517K	0.1%Prev: 0.1%	3,046 SH	Increased+226 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$26.1M	6.4%Prev: 5.4%	571,151 SH	Increased+161,006 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$188K	0.0%Prev: 0.1%	10,588 SH	Decreased-3,541 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.1M	0.3%Prev: 0.6%	12,353 SH	Decreased-9,275 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$643K	0.2%	10,257 SH	New
GE AEROSPACE	COM NEW	$798K	0.2%Prev: 0.2%	2,814 SH	Increased+83 SH
GILEAD SCIENCES INC	COM	$403K	0.1%Prev: 0.1%	2,890 SH	Increased-120 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$214K	0.1%Prev: 0.1%	4,047 SH	Decreased-209 SH
GRAYSCALE COINDESK CRYPTO	USD SHS	$801K	0.2%	25,676 SH	New
HOME DEPOT INC	COM	$4.5M	1.1%Prev: 1.4%	13,711 SH	Decreased+389 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$8.9M	2.2%Prev: 2.5%	46,538 SH	Increased-3,162 SH
INVESCO QQQ TR	UNIT SER 1	$5.6M	1.4%Prev: 1.3%	9,720 SH	Increased-54 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$738K	0.2%Prev: 0.2%	19,196 SH	Increased+4,705 SH
ISHARES SILVER TR	ISHARES	$242K	0.1%	3,556 SH	New
ISHARES TR	1 3 YR TREAS BD	$412K	0.1%Prev: 0.1%	4,994 SH	Decreased-1,127 SH
ISHARES TR	CALIF MUN BD ETF	$2.8M	0.7%Prev: 0.7%	49,042 SH	Increased+3,363 SH
ISHARES TR	CORE S&P500 ETF	$23.3M	5.7%Prev: 5.6%	35,652 SH	Increased+1,070 SH
ISHARES TR	ESG SELECT SCREE	$413K	0.1%	9,489 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$8.0M	2.0%Prev: 0.2%	141,476 SH	Increased+130,182 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$4.8M	1.2%Prev: 0.4%	75,312 SH	Increased+52,151 SH
JOHNSON & JOHNSON	COM	$1.5M	0.4%Prev: 0.3%	6,243 SH	Increased+247 SH
JPMORGAN CHASE & CO	COM	$5.5M	1.3%	18,608 SH	New
LAM RESEARCH CORP	COM NEW	$673K	0.2%Prev: 0.1%	3,148 SH	Increased-2,456 SH
LINDE PLC	SHS	$2.5M	0.6%Prev: 0.6%	5,030 SH	Increased+696 SH
LOCKHEED MARTIN CORP	COM	$1.2M	0.3%Prev: 0.2%	1,904 SH	Increased-14 SH
LOWES COS INC	COM	$255K	0.1%Prev: 0.1%	1,081 SH	Decreased-50 SH
MASTERCARD INCORPORATED	CL A	$2.3M	0.6%Prev: 0.7%	4,526 SH	Decreased-62 SH
MCDONALDS CORP	COM	$927K	0.2%Prev: 0.3%	2,981 SH	Decreased-42 SH
MCKESSON CORP	COM	$838K	0.2%Prev: 0.2%	968 SH	Increased-67 SH
MERCK & CO INC	COM	$1.2M	0.3%Prev: 0.3%	10,160 SH	Increased-994 SH
META PLATFORMS INC	CL A	$3.0M	0.7%Prev: 1.0%	5,331 SH	Decreased-500 SH
MICRON TECHNOLOGY INC	COM	$401K	0.1%	1,186 SH	New
MICROSOFT CORP	COM	$7.0M	1.7%Prev: 2.1%	18,783 SH	Decreased-682 SH
MOODYS CORP	COM	$600K	0.1%Prev: 0.2%	1,376 SH	Increased+107 SH
MORGAN STANLEY ETF TRUST	CALVERT ULT SHR	$634K	0.2%	12,522 SH	New
NETFLIX INC.	COM	$2.5M	0.6%	26,463 SH	New
NEXTERA ENERGY INC	COM	$742K	0.2%Prev: 0.2%	7,992 SH	Decreased-3,228 SH
NOKIA CORP	SPONSORED ADR	$207K	0.1%Prev: 0.0%	25,707 SH	Increased
NUCOR CORP	COM	$242K	0.1%Prev: 0.1%	1,432 SH	Decreased-2,170 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$7.1M	1.7%Prev: 1.7%	77,638 SH	Increased+1,874 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$370K	0.1%	8,135 SH	New
NUSHARES ETF TR	NUVEEN ESG SMLCP	$6.1M	1.5%Prev: 1.5%	134,321 SH	Increased+2,680 SH
NVIDIA CORPORATION	COM	$8.4M	2.1%Prev: 1.7%	47,944 SH	Increased-7,924 SH
ORACLE CORP	COM	$810K	0.2%Prev: 0.2%	5,503 SH	Increased-221 SH
PALANTIR TECHNOLOGIES INC	CL A	$398K	0.1%	2,719 SH	New
PEPSICO INC	COM	$447K	0.1%Prev: 0.1%	2,878 SH	Increased+234 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$949K	0.2%Prev: 0.3%	9,441 SH	Decreased-249 SH
PROCTER & GAMBLE CO	COM	$1.8M	0.5%	12,791 SH	New
PROSHARES TR	ULTRAPRO QQQ	$1.9M	0.5%Prev: 0.5%	45,064 SH	Increased+17,302 SH
PROSHARES TR	ULTRPRO S&P500	$1.8M	0.4%Prev: 0.4%	18,280 SH	Increased
QUALCOMM INC	COM	$341K	0.1%Prev: 0.1%	2,646 SH	Decreased
QUANTA SVCS INC	COM	$244K	0.1%	444 SH	New
RTX CORPORATION	COM	$4.0M	1.0%Prev: 0.9%	20,988 SH	Increased-1,943 SH
SALESFORCE INC	COM	$1.3M	0.3%Prev: 0.6%	7,170 SH	Decreased-955 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$208K	0.1%	3,400 SH	New
SERVICENOW INC	COM	$273K	0.1%	2,610 SH	New
SPDR GOLD TR	GOLD SHS	$2.1M	0.5%Prev: 0.4%	4,812 SH	Increased-125 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$4.8M	1.2%	104,837 SH	New
STARBUCKS CORP	COM	$272K	0.1%Prev: 0.1%	3,039 SH	Decreased-855 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$631K	0.2%	971 SH	New
SYNOPSYS INC	COM	$247K	0.1%	623 SH	New
TE CONNECTIVITY PLC	ORD SHS	$376K	0.1%Prev: 0.1%	1,797 SH	Increased-198 SH
TESLA INC	COM	$6.8M	1.7%Prev: 1.4%	18,356 SH	Increased-238 SH
THERMO FISHER SCIENTIFIC INC	COM	$559K	0.1%Prev: 0.2%	1,137 SH	Decreased-14 SH
TOYOTA MOTOR CORP	ADS	$470K	0.1%Prev: 0.1%	2,280 SH	Increased+302 SH
UBER TECHNOLOGIES INC	COM	$1.4M	0.3%Prev: 0.3%	18,886 SH	Increased+2,837 SH
UNION PAC CORP	COM	$2.7M	0.7%Prev: 0.7%	11,085 SH	Increased+866 SH
UNITED PARCEL SVCS INC	CL B	$256K	0.1%	2,604 SH	New
UNITED RENTALS INC	COM	$287K	0.1%Prev: 0.1%	394 SH	Increased-37 SH
UNITEDHEALTH GROUP INC	COM	$2.1M	0.5%Prev: 1.3%	7,760 SH	Decreased-1,114 SH
VANGUARD INDEX FDS	GROWTH ETF	$28.8M	7.1%Prev: 7.7%	65,934 SH	Increased-6,333 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.3M	0.6%Prev: 0.6%	8,073 SH	Increased-289 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.3M	3.5%Prev: 3.8%	23,913 SH	Increased-1,437 SH
VANGUARD INDEX FDS	SMALL CP ETF	$20.8M	5.1%Prev: 4.6%	79,562 SH	Increased+6,934 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$242K	0.1%	4,837 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$1.5M	0.4%	19,930 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$31.1M	7.6%Prev: 7.8%	210,147 SH	Increased+760 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$4.5M	1.1%Prev: 0.8%	62,833 SH	Increased+13,648 SH
VANGUARD WORLD FD	ESG US CORP BD	$11.1M	2.7%Prev: 2.8%	177,260 SH	Increased+22,990 SH
VANGUARD WORLD FD	ESG US STK ETF	$250K	0.1%	2,224 SH	New
VERIZON COMMUNICATIONS INC	COM	$359K	0.1%Prev: 0.2%	7,142 SH	Decreased-8,800 SH
VISA INC	COM CL A	$2.8M	0.7%Prev: 0.9%	9,320 SH	Decreased+157 SH
WALMART INC	COM	$3.2M	0.8%Prev: 0.6%	25,965 SH	Increased+544 SH
WORLD GOLD TR	SPDR GLD MINIS	$6.4M	1.6%Prev: 0.2%	68,561 SH	Increased+59,323 SH
WW GRAINGER INC	COM	$657K	0.2%	602 SH	New
XCEL ENERGY INC	COM	$1.4M	0.3%Prev: 0.4%	17,478 SH	Decreased-3,157 SH

Sold (vs prior filing)

ABBOTT LABS — $1.7M
ASTRAZENECA PLC — $294K
CAPITAL GRP FIXED INCM ETF T — $12.5M
CHEVRON CORP NEW — $2.6M
COMCAST CORP NEW — $344K
COSTCO WHSL CORP NEW — $4.0M
DANAHER CORPORATION — $354K
FIRST TR EXCHANGE TRADED FD — $749K
GENERAL MLS INC — $211K
GRAINGER W W INC — $533K
JPMORGAN CHASE & CO. — $5.0M
MONDELEZ INTL INC — $352K
NETFLIX INC — $2.4M
NIKE INC — $209K
PAYPAL HLDGS INC — $571K
PROCTER AND GAMBLE CO — $2.1M
SPDR INDEX SHS FDS — $2.7M
SPDR S&P 500 ETF TR — $552K
TEXAS INSTRS INC — $332K
UNITED PARCEL SERVICE INC — $717K
… and 1 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