DWM
USAR

Dogwood Wealth Management’s USA Rare Earth Inc USAR Stock Holding History

Dogwood Wealth Management’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.39K Buy
+250
New +$5.7K ﹤0.01% 496

Other funds holding USAR

US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
APU
Acasta Partners UK London $189M AUM
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Dogwood Wealth Management's USAR Position: Q2 2026 in Review

Dogwood Wealth Management opened a new position in USA Rare Earth Inc (USAR) in Q2 2026: 250 shares worth $5.39K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings.

44 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • Dogwood Wealth Management held 250 shares of USA Rare Earth Inc worth $5.39K as of Q2 2026.
  • USA Rare Earth Inc was a new Dogwood Wealth Management position in Q2 2026.
  • USA Rare Earth Inc made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #496 holding.
  • 44 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.