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: $460.1M129 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.0M	0.2%	11,287 SH	New
ABBVIE INC	COM	$3.8M	0.8%Prev: 0.8%	15,149 SH	Increased-600 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$215K	0.0%Prev: 0.2%	1,724 SH	Decreased-1,054 SH
ADVANCED MICRO DEVICES INC	COM	$4.5M	1.0%Prev: 0.4%	7,776 SH	Increased-3,086 SH
ALPHABET INC	CAP STK CL A	$7.2M	1.6%Prev: 1.0%	20,156 SH	Increased-1,923 SH
ALPHABET INC	CAP STK CL C	$7.9M	1.7%Prev: 1.2%	22,442 SH	Increased-2,720 SH
AMAZON COM INC	COM	$8.5M	1.8%Prev: 2.2%	35,641 SH	Increased-2,450 SH
AMERICAN EXPRESS CO	COM	$271K	0.1%Prev: 0.1%	802 SH	Decreased-66 SH
AMGEN INC	COM	$2.7M	0.6%Prev: 0.5%	7,475 SH	Increased+1,048 SH
APPLE INC	COM	$15.5M	3.4%Prev: 3.1%	53,531 SH	Increased-4,997 SH
APPLOVIN CORP	COM CL A	$4.1M	0.9%Prev: 0.7%	8,000 SH	Increased-67 SH
ARISTA NETWORKS INC	COM SHS	$446K	0.1%Prev: 0.1%	2,628 SH	Increased+100 SH
ASTRAZENECA PLC	ORD	$422K	0.1%	2,226 SH	New
AVANTOR INC	COM	$329K	0.1%Prev: 0.1%	33,237 SH	Decreased
BANK OF NY MELLON CORP	COM	$382K	0.1%	2,639 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$3.0M	0.7%Prev: 0.8%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	0.3%Prev: 0.3%	2,314 SH	Increased-42 SH
BOEING CO	COM	$279K	0.1%Prev: 0.1%	1,291 SH	Increased+5 SH
BROADCOM INC	COM	$7.8M	1.7%Prev: 1.8%	20,732 SH	Increased-4,727 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREAT UNIT	$22.7M	4.9%	654,320 SH	New
CAPITAL GRP FIXED INCM ETF T	MUN INM ETF	$315K	0.1%	11,475 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$2.6M	0.6%Prev: 0.5%	102,567 SH	Increased+24,404 SH
CARRIER GLOBAL CORPORATION	COM	$445K	0.1%Prev: 0.1%	6,061 SH	Increased+943 SH
CATERPILLAR INC	COM	$978K	0.2%Prev: 0.1%	919 SH	Increased-153 SH
CHEVRON CORPORATION	COM	$3.0M	0.7%	18,203 SH	New
CME GROUP INC	COM	$315K	0.1%Prev: 0.1%	1,427 SH	Decreased+144 SH
COCA COLA CO	COM	$265K	0.1%Prev: 0.1%	3,260 SH	Decreased-862 SH
COINBASE GLOBAL INC	COM CL A	$401K	0.1%Prev: 0.2%	2,743 SH	Decreased+1,021 SH
COLUMBIA BKG SYS INC	COM	$209K	0.0%	6,528 SH	New
COSTCO WHOLESALE CORPORATION	COM	$4.1M	0.9%	4,362 SH	New
CROWDSTRIKE HLDGS INC	CL A	$1.3M	0.3%Prev: 0.1%	1,765 SH	Increased+806 SH
DIGITAL RLTY TR INC	COM	$359K	0.1%Prev: 0.1%	1,997 SH	Increased-23 SH
DISNEY WALT CO	COM	$484K	0.1%Prev: 0.2%	5,023 SH	Decreased-1,035 SH
ELI LILLY & CO	COM	$4.4M	0.9%Prev: 0.6%	3,644 SH	Increased+653 SH
ENSIGN GROUP INC	COM	$1.4M	0.3%Prev: 0.3%	8,636 SH	Increased+792 SH
EXXON MOBIL CORP	COM	$422K	0.1%Prev: 0.1%	3,088 SH	Increased+406 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$26.3M	5.7%Prev: 6.9%	577,902 SH	Decreased-4,003 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.0M	0.2%Prev: 0.5%	11,152 SH	Decreased-9,166 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$888K	0.2%	9,882 SH	New
GE AEROSPACE	COM NEW	$1.1M	0.2%Prev: 0.2%	2,994 SH	Increased-73 SH
GE VERNOVA INC	COM	$231K	0.1%	197 SH	New
GILEAD SCIENCES INC	COM	$352K	0.1%Prev: 0.1%	2,783 SH	Increased-228 SH
GRAYSCALE COINDESK CRYPTO	USD SHS	$865K	0.2%	32,787 SH	New
HOME DEPOT INC	COM	$5.1M	1.1%Prev: 1.3%	14,344 SH	Increased+937 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$9.7M	2.1%Prev: 2.3%	45,632 SH	Increased-3,365 SH
INVESCO QQQ TR	UNIT SER 1	$7.1M	1.5%Prev: 1.4%	9,578 SH	Increased-204 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$577K	0.1%Prev: 0.2%	17,318 SH	Decreased+1,760 SH
ISHARES INC	ESG AWR MSCI EM	$239K	0.1%	4,362 SH	New
ISHARES TR	1 3 YR TREAS BD	$310K	0.1%Prev: 0.1%	3,779 SH	Decreased-1,904 SH
ISHARES TR	CALIF MUN BD ETF	$2.5M	0.5%Prev: 0.7%	43,535 SH	Decreased-4,624 SH
ISHARES TR	CORE S&P500 ETF	$28.2M	6.1%Prev: 5.7%	37,632 SH	Increased+2,221 SH
ISHARES TR	ESG SELE SCR ETF	$520K	0.1%	9,857 SH	New
ISHARES TR	ESG SELECT SCRE	$230K	0.0%	4,406 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$9.0M	2.0%Prev: 1.4%	159,611 SH	Increased+64,046 SH
J P MORGAN EXCHANGE TRADED F	HEDG EQU LAD ETF	$5.9M	1.3%	88,005 SH	New
JOHNSON & JOHNSON	COM	$1.7M	0.4%Prev: 0.2%	6,554 SH	Increased+656 SH
JPMORGAN CHASE & CO	COM	$6.2M	1.4%	19,014 SH	New
KLA CORP	COM NEW	$205K	0.0%	678 SH	New
LAM RESEARCH CORP	COM NEW	$1.4M	0.3%Prev: 0.1%	3,148 SH	Increased-2,594 SH
LINDE PLC	SHS	$2.6M	0.6%Prev: 0.5%	4,984 SH	Increased+651 SH
LOCKHEED MARTIN CORP	COM	$958K	0.2%Prev: 0.2%	1,880 SH	Increased-26 SH
LOWES COS INC	COM	$242K	0.1%Prev: 0.1%	1,098 SH	Decreased-33 SH
MARVELL TECHNOLOGY INC	COM	$367K	0.1%	1,232 SH	New
MASTERCARD INCORPORATED	CL A	$2.3M	0.5%Prev: 0.7%	4,522 SH	Decreased-67 SH
MCDONALDS CORP	COM	$806K	0.2%Prev: 0.2%	2,981 SH	Decreased+1 SH
MCKESSON CORP	COM	$728K	0.2%Prev: 0.2%	963 SH	Decreased-81 SH
MERCK & CO INC	COM	$1.3M	0.3%Prev: 0.2%	9,956 SH	Increased-1,068 SH
META PLATFORMS INC	CL A	$2.9M	0.6%Prev: 1.1%	5,233 SH	Decreased-559 SH
MICRON TECHNOLOGY INC	COM	$1.2M	0.3%	1,051 SH	New
MICROSOFT CORP	COM	$7.5M	1.6%Prev: 2.5%	20,225 SH	Decreased+756 SH
MONDELEZ INTL INC	CL A	$247K	0.1%Prev: 0.1%	4,264 SH	Increased+1,107 SH
MOODYS CORP	COM	$622K	0.1%Prev: 0.2%	1,374 SH	Decreased+77 SH
MORGAN STANLEY ETF TRUST	CALVERT ULT SHR	$654K	0.1%	12,912 SH	New
NETFLIX INC.	COM	$1.9M	0.4%	26,595 SH	New
NEXTERA ENERGY INC	COM	$780K	0.2%Prev: 0.1%	8,889 SH	Increased+965 SH
NOKIA CORP	SPONSORED ADR	$341K	0.1%Prev: 0.0%	25,707 SH	Increased
NUCOR CORP	COM	$314K	0.1%Prev: 0.1%	1,408 SH	Decreased-2,375 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$9.4M	2.0%Prev: 1.8%	80,070 SH	Increased+4,753 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$423K	0.1%	8,455 SH	New
NUSHARES ETF TR	NUVEEN ESG SMLCP	$7.0M	1.5%Prev: 1.4%	135,160 SH	Increased+3,673 SH
NVIDIA CORPORATION	COM	$9.2M	2.0%Prev: 2.2%	45,833 SH	Increased-6,873 SH
ORACLE CORP	COM	$805K	0.2%Prev: 0.3%	5,491 SH	Decreased+2 SH
PALANTIR TECHNOLOGIES INC	CL A	$318K	0.1%Prev: 0.1%	2,729 SH	Increased+738 SH
PALO ALTO NETWORKS INC	COM	$290K	0.1%	850 SH	New
PEPSICO INC	COM	$371K	0.1%Prev: 0.1%	2,736 SH	Increased+262 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$926K	0.2%Prev: 0.3%	9,186 SH	Decreased-355 SH
PROCTER & GAMBLE CO	COM	$1.8M	0.4%	12,312 SH	New
PROSHARES TR	ULTRAPRO QQQ	$3.3M	0.7%Prev: 0.6%	40,749 SH	Increased+13,977 SH
PROSHARES TR	ULTRPRO S&P500	$2.5M	0.6%Prev: 0.4%	17,926 SH	Increased-354 SH
PUTNAM ETF TRUST	FRANKLIN CALIF	$1.9M	0.4%	255,294 SH	New
QUALCOMM INC	COM	$489K	0.1%Prev: 0.1%	2,646 SH	Increased
QUANTA SVCS INC	COM	$302K	0.1%	420 SH	New
ROBINHOOD MKTS INC	COM CL A	$237K	0.1%	2,359 SH	New
RTX CORPORATION	COM	$4.0M	0.9%Prev: 0.9%	20,907 SH	Increased-2,026 SH
SALESFORCE INC	COM	$917K	0.2%Prev: 0.6%	5,853 SH	Decreased-2,679 SH
SERVICENOW INC	COM	$267K	0.1%	2,691 SH	New
SNOWFLAKE INC	COM SHS	$250K	0.1%	982 SH	New
SPDR GOLD TR	GOLD SHS	$1.7M	0.4%Prev: 0.4%	4,728 SH	Increased-290 SH
SPDR INDEX SHS FDS	ST STR PO EX ETF	$5.3M	1.1%	104,837 SH	New
STARBUCKS CORP	COM	$351K	0.1%Prev: 0.1%	3,439 SH	Increased-269 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$748K	0.2%	1,001 SH	New
SYNOPSYS INC	COM	$280K	0.1%	628 SH	New
TE CONNECTIVITY PLC	ORD SHS	$361K	0.1%Prev: 0.1%	1,792 SH	Increased-345 SH
TESLA INC	COM	$7.6M	1.7%Prev: 1.5%	18,137 SH	Increased-297 SH
TEXAS INSTRS INC	COM	$226K	0.0%	757 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$568K	0.1%Prev: 0.1%	1,133 SH	Increased-18 SH
TOYOTA MOTOR CORP	ADS	$386K	0.1%Prev: 0.1%	2,292 SH	Increased+196 SH
UBER TECHNOLOGIES INC	COM	$1.4M	0.3%Prev: 0.4%	19,214 SH	Decreased+2,122 SH
UNION PAC CORP	COM	$3.0M	0.7%Prev: 0.6%	11,171 SH	Increased+528 SH
UNITED PARCEL SVCS INC	CL B	$281K	0.1%	2,614 SH	New
UNITED RENTALS INC	COM	$455K	0.1%Prev: 0.1%	402 SH	Increased-28 SH
UNITEDHEALTH GROUP INC	COM	$3.1M	0.7%Prev: 0.7%	7,550 SH	Increased-1,090 SH
VANGUARD INDEX FDS	GROWTH ETF	$30.5M	6.6%Prev: 8.1%	353,822 SH	Decreased+282,672 SH
VANGUARD INDEX FDS	MID CAP ETF	$2.5M	0.5%Prev: 0.6%	31,325 SH	Increased+23,097 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$16.4M	3.6%Prev: 3.7%	23,813 SH	Increased-1,001 SH
VANGUARD INDEX FDS	SMALL CP ETF	$26.1M	5.7%Prev: 4.6%	86,239 SH	Increased+11,279 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$319K	0.1%	6,345 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$1.7M	0.4%Prev: 0.1%	19,930 SH	Increased+11,913 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$29.6M	6.4%Prev: 7.7%	187,171 SH	Increased-34,509 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$5.7M	1.2%Prev: 0.8%	69,688 SH	Increased+20,745 SH
VANGUARD WORLD FD	ESG US CORP BD	$11.2M	2.4%Prev: 2.5%	178,573 SH	Increased+24,797 SH
VANGUARD WORLD FD	ESG US STK ETF	$1.5M	0.3%Prev: 0.1%	11,631 SH	Increased+9,669 SH
VANGUARD WORLD FD	INF TECH ETF	$239K	0.1%	2,000 SH	New
VERIZON COMMUNICATIONS INC	COM	$249K	0.1%Prev: 0.1%	5,870 SH	Decreased-3,080 SH
VISA INC	COM CL A	$3.2M	0.7%Prev: 0.9%	9,317 SH	Decreased+61 SH
WALMART INC	COM	$3.0M	0.6%Prev: 0.6%	26,385 SH	Increased+930 SH
WORLD GOLD TR	SPDR GLD MINIS	$6.1M	1.3%Prev: 0.2%	77,348 SH	Increased+67,294 SH
WW GRAINGER INC	COM	$822K	0.2%	604 SH	New
XCEL ENERGY INC	COM	$1.6M	0.3%Prev: 0.3%	19,367 SH	Increased+1,969 SH

Sold (vs prior filing)

ABBOTT LABS — $1.7M
ADOBE INC — $605K
ASTRAZENECA PLC — $301K
AUTOMATIC DATA PROCESSING IN — $794K
CAPITAL GROUP INTL FOCUS EQT — $16.2M
CAPITAL GRP FIXED INCM ETF T — $1.2M
CHEVRON CORP NEW — $2.4M
COSTCO WHSL CORP NEW — $4.1M
DANAHER CORPORATION — $338K
FIRST TR EXCH TRADED FD III — $227K
FIRST TR EXCHANGE TRADED FD — $949K
GRAINGER W W INC — $578K
GRAYSCALE BITCOIN TRUST ETF — $357K
ISHARES TR — $212K
J P MORGAN EXCHANGE TRADED F — $3.0M
JPMORGAN CHASE & CO. — $5.8M
NETFLIX INC — $3.4M
PAYPAL HLDGS INC — $632K
PROCTER AND GAMBLE CO — $2.0M
PTC INC — $222K
… and 3 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