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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
Page 3 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLK SELECT SECTOR SPDR TR 7,855.0 $1.0M 0.42% $132.90 +39.4%
42 GSIE GOLDMAN SACHS ETF TR 23,174.0 $1000K 0.40% -214.0 -0.9% $43.13 +6.7%
43 ISHARES TR 20,373.0 $942K 0.38% $46.23
44 VBR VANGUARD INDEX FDS 4,326.0 $940K 0.38% $217.25 +8.3%
45 TFI SPDR SERIES TRUST 16,858.0 $764K 0.31% +540.0 +3.3% $45.34 +0.1%
46 VTI VANGUARD INDEX FDS 2,362.0 $758K 0.30% $320.81 +15.2%
47 NYF ISHARES TR 14,044.0 $746K 0.30% +333.0 +2.4% $53.12 +0.5%
48 NVDA NVIDIA CORPORATION Technology 4,269.0 $745K 0.30% +3K +248.8% $174.40 +23.2%
49 GE GE AEROSPACE Industrials 2,570.0 $729K 0.29% +653.0 +34.1% $283.77 +10.8%
50 MTUM ISHARES TR 3,008.0 $722K 0.29% $240.00 +30.9%
51 DFIS DIMENSIONAL ETF TRUST 19,894.0 $670K 0.27% -3K -11.8% $33.67 +9.3%
52 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,015.0 $660K 0.27% +191.0 +23.2% $650.39 +15.4%
53 GEV GE VERNOVA INC Utilities 637.0 $556K 0.22% +161.0 +33.8% $872.90 +22.6%
54 CSCO CISCO SYS INC Technology 7,036.0 $546K 0.22% NEW $77.59 +52.5%
55 PG PROCTER & GAMBLE CO Consumer Defensive 3,233.0 $467K 0.19% +352.0 +12.2% $144.44 -1.0%
56 IJH ISHARES TR 6,535.0 $441K 0.18% $67.53 +10.5%
57 EFV ISHARES TR 5,624.0 $418K 0.17% $74.34 +6.8%
58 PFE PFIZER INC Healthcare 13,900.0 $390K 0.16% +1K +7.8% $28.08 -7.9%
59 GOOGL ALPHABET INC Communication Services 1,331.0 $383K 0.15% NEW $287.56 +35.2%
60 SCHO SCHWAB STRATEGIC TR 15,609.0 $379K 0.15% $24.27 -0.4%
Page 3 of 5  ·  92 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 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%