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Portfolio (Quarterly) Guide ↗

DOPKINS WEALTH MANAGEMENT, LLC

· CIK 0001904152
13F Portfolio $275.2B AUM 90 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Holdings data not yet loaded for this period.
Run: venv/bin/python scripts/fetch_13f_holdings.py --cik 0001904152