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Portfolio (Quarterly) Guide ↗

DOPKINS WEALTH MANAGEMENT, LLC

· CIK 0001904152
13F Portfolio $249M AUM 92 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 35 Added 25 Reduced 3 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 3,061.0 $1.1M 0.46% +492.0 +19.1% $370.12 +12.4%
22 VTIP VANGUARD MALVERN FDS 22,451.0 $1.1M 0.45% +3K +14.0% $49.95 +0.7%
23 TFI SPDR SERIES TRUST 16,858.0 $764K 0.31% +540.0 +3.3% $45.34 +0.1%
24 NYF ISHARES TR 14,044.0 $746K 0.30% +333.0 +2.4% $53.12 +0.5%
25 NVDA NVIDIA CORPORATION Technology 4,269.0 $745K 0.30% +3K +248.8% $174.40 +23.2%
26 GE GE AEROSPACE Industrials 2,570.0 $729K 0.29% +653.0 +34.1% $283.77 +10.8%
27 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,015.0 $660K 0.27% +191.0 +23.2% $650.39 +15.4%
28 GEV GE VERNOVA INC Utilities 637.0 $556K 0.22% +161.0 +33.8% $872.90 +22.6%
29 PG PROCTER & GAMBLE CO Consumer Defensive 3,233.0 $467K 0.19% +352.0 +12.2% $144.44 -1.0%
30 PFE PFIZER INC Healthcare 13,900.0 $390K 0.16% +1K +7.8% $28.08 -7.9%
31 IEMG ISHARES INC 5,209.0 $363K 0.15% +28.0 +0.5% $69.75 +19.9%
32 META META PLATFORMS INC Communication Services 594.0 $340K 0.14% +91.0 +18.1% $572.13 +7.0%
33 VOT VANGUARD INDEX FDS 1,123.0 $289K 0.12% +239.0 +27.0% $257.35 +14.4%
34 SLV ISHARES SILVER TR Financial Services 4,213.0 $287K 0.12% +78.0 +1.9% $68.14 +2.3%
35 DFIC DIMENSIONAL ETF TRUST 6,690.0 $238K 0.10% +55.0 +0.8% $35.53 +8.0%
Page 2 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.0%
Financial Services 32.6%
Energy 8.3%
Consumer Cyclical 5.4%
Industrials 5.4%
Healthcare 4.1%
Consumer Defensive 3.6%
Communication Services 3.4%
Utilities 2.6%
Basic Materials 0.7%