AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Dopkins Wealth Management, LLC reported a significant expansion in its 13F filing for the period ending December 31, 2025. The total portfolio value surged by 46.4%, growing from $167.25 million in the previous quarter to $244.81 million. This substantial increase in assets under management (AUM) likely reflects a combination of strong market performance in underlying assets and net new inflows into the firm’s strategies. The portfolio consists of 81 holdings, indicating ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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