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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHEL SHELL PLC Energy 5,696.0 $442K 0.16% NEW $77.54 +19.9%
2 JNJ JOHNSON & JOHNSON Healthcare 1,058.0 $269K 0.10% NEW $253.97 +8.4%
3 DUK DUKE ENERGY CORP NEW Utilities 1,816.0 $230K 0.08% NEW $126.59 -5.0%

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%