DOPKINS WEALTH MANAGEMENT, LLC

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 ...