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Portfolio (Quarterly) Guide ↗

DOPKINS WEALTH MANAGEMENT, LLC

· CIK 0001904152
13F Portfolio $249M AUM 92 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 35 Added 25 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CSCO CISCO SYS INC Technology 7,036.0 $546K 0.22% NEW $77.59 +52.5%
2 GOOGL ALPHABET INC Communication Services 1,331.0 $383K 0.15% NEW $287.56 +35.2%
3 CVX CHEVRON CORPORATION Energy 1,716.0 $355K 0.14% NEW $206.90 -10.7%
4 V VISA INC Financial Services 1,112.0 $336K 0.14% NEW $302.24 +8.0%
5 HDV ISHARES TR 2,407.0 $327K 0.13% NEW $135.72 -79.6%
6 VIG VANGUARD SPECIALIZED FUNDS 1,508.0 $324K 0.13% NEW $215.06 +8.5%
7 PEP PEPSICO INC Consumer Defensive 2,000.0 $311K 0.12% NEW $155.29 -6.2%
8 GLW CORNING INC Technology 2,274.0 $309K 0.12% NEW $135.97 +44.3%
9 VOO VANGUARD INDEX FDS 439.0 $262K 0.10% NEW $597.55 +15.5%
10 ABBV ABBVIE INC Healthcare 1,142.0 $248K 0.10% NEW $217.49 -2.0%
11 DVA DAVITA INC Healthcare 1,503.0 $231K 0.09% NEW $153.69 +27.2%
12 RTX RTX CORPORATION Industrials 1,141.0 $220K 0.09% NEW $192.98 -7.3%
13 TT TRANE TECHNOLOGIES PLC Industrials 484.0 $202K 0.08% NEW $416.74 +10.7%
14 PNI PIMCO NEW YORK MUN FD II Financial Services 28,646.0 $196K 0.08% NEW $6.85 +1.2%

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 34.0%
Financial Services 32.6%
Energy 8.3%
Consumer Cyclical 5.4%
Industrials 5.4%
Healthcare 4.1%
Consumer Defensive 3.6%
Communication Services 3.4%
Utilities 2.6%
Basic Materials 0.7%