1y return+17.6%S&P 500 +20.9%
3y return+56.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2022: $148 against $165 in the S&P 500.2
DeDora Capital, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VUGVanguard Index Fds | $30.5M | 6.6% | −10.6% |
| VYMVanguard Whitehall Fds | $29.6M | 6.4% | −10.9% |
| IVVIshares Tr | $28.2M | 6.1% | +5.6% |
| FBNDFidelity Merrimack Str Tr | $26.3M | 5.7% | +1.2% |
| VBVanguard Index Fds | $26.1M | 5.7% | +8.4% |
| CGXUCapital Group Intl Focus Eqt | $22.7M | 4.9% | +8.3% |
| VOOVanguard Index Fds | $16.4M | 3.6% | |
| AAPLApple Inc | $15.5M | 3.4% | −1.6% |
| VCEBVanguard World Fd | $11.2M | 2.4% | |
| RSPInvesco Exchange Traded Fd T | $9.7M | 2.1% | −1.9% |
| NULGNushares Etf Tr | $9.4M | 2.0% | +3.1% |
| NVDANvidia Corporation | $9.2M | 2.0% | −4.4% |
| JEPIJ P Morgan Exchange Traded F | $9.0M | 2.0% | +12.8% |
| AMZNAmazon Com Inc | $8.5M | 1.8% | −2.6% |
| GOOGAlphabet Inc | $7.9M | 1.7% | −2.2% |
| AVGOBroadcom Inc | $7.8M | 1.7% | −1.7% |
| TSLATesla Inc | $7.6M | 1.7% | −1.2% |
| MSFTMicrosoft Corp | $7.5M | 1.6% | +7.7% |
| GOOGLAlphabet Inc | $7.2M | 1.6% | −1.7% |
| QQQInvesco Qqq Tr | $7.1M | 1.5% | −1.5% |
| NUSCNushares Etf Tr | $7.0M | 1.5% | |
| JPMJpmorgan Chase & Co | $6.2M | 1.4% | +2.2% |
| GLDMWorld Gold Tr | $6.1M | 1.3% | +12.8% |
| HELOJ P Morgan Exchange Traded F | $5.9M | 1.3% | +16.9% |
| VSGXVanguard World Fd | $5.7M | 1.2% | +10.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| APPApplovin Corp | September 30, 2023 | +1189.4% | $4.1M |
| NVDANvidia Corporation | March 31, 2022 | +633.3% | $9.2M |
| TQQQProshares Tr | June 30, 2020 | +563.6% | $3.3M |
| AVGOBroadcom Inc | March 31, 2022 | +499.9% | $7.8M |
| AMDAdvanced Micro Devices Inc | March 31, 2022 | +431.3% | $4.5M |
| LLYEli Lilly & Co | March 31, 2022 | +318.8% | $4.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $15.5M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $4.1M |
| RTXRtx Corporation | June 30, 2020 | +207.9% | $4.0M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $3.0M |
Sold off last quarter
- DHRDanaher Corp Del was $316K
- ADPAutomatic Data Processing In was $287K
- SLVIshares Silver Tr was $242K
- ADBEAdobe Inc was $226K
- GBTCGrayscale Bitcoin Trust Etf was $214K
- XLESelect Sector Spdr Tr was $208K
- FPEFirst Tr Exch Traded Fd III was $188K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +8.6% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −4.9% | −4.6% |
| December 31, 2024 | +2.3% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +3.1% | +4.0% |
| March 31, 2024 | +8.0% | +10.0% |
| December 31, 2023 | +10.7% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +7.3% | +8.3% |
| March 31, 2023 | +7.3% | +7.0% |
| December 31, 2022 | +5.9% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −18.0% | −16.5% |
| December 31, 2021 | +11.6% | +10.7% |
| September 30, 2021 | +0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: DeDora Capital, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1717658&type=13F-HR&dateb=&owner=include&count=40CIK 1717658
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1717658/000117266126002597/Filed July 13, 2026 · accession 0001172661-26-002597