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Portfolio (Quarterly) Guide ↗

DOPKINS WEALTH MANAGEMENT, LLC

· CIK 0001904152
13F Portfolio $275M AUM 90 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 28 Added 28 Reduced 5 Exited
Page 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VIG VANGUARD SPECIALIZED FUNDS 1,732.0 $410K 0.15% +224.0 +14.8% $236.62 +2.3%
22 V VISA INC Financial Services 1,191.0 $409K 0.15% +79.0 +7.1% $343.09 +9.3%
23 SCHO SCHWAB STRATEGIC TR 15,907.0 $384K 0.14% +298.0 +1.9% $24.14 -0.5%
24 HDV ISHARES TR 13,900.0 $381K 0.14% +11K +477.5% $27.41 +7.3%
25 PFE PFIZER INC Healthcare 14,258.0 $343K 0.12% +358.0 +2.6% $24.08 +18.1%
26 VOOG VANGUARD ADMIRAL FDS INC 3,607.0 $298K 0.11% +3K +500.2% $82.62 +2.3%
27 SLV ISHARES SILVER TR Financial Services 4,235.0 $226K 0.08% +22.0 +0.5% $53.47 +11.9%
28 RTX RTX CORPORATION Industrials 1,147.0 $218K 0.08% +6.0 +0.5% $189.81 +5.8%
Page 2 of 2  ·  28 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 37.0%
Financial Services 34.7%
Consumer Cyclical 5.9%
Industrials 5.4%
Healthcare 4.4%
Utilities 3.7%
Communication Services 3.5%
Consumer Defensive 2.7%
Energy 2.1%
Basic Materials 0.7%