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DOSSIER · 13F-HR · Q2 2026

DOPKINS WEALTH MANAGEMENT, LLC

$275M in tracked AUM across 90 positions as of Q2 2026.

DW
CIK 0001904152 · last filed Jun 30, 2026
Total AUM
$275M
as of Q2 2026
Holdings
90
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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