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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 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VBR VANGUARD INDEX FDS 4,326.0 $1.1M 0.38% $242.99 +1.7%
42 MTUM ISHARES TR 3,008.0 $1.0M 0.38% $342.85 -11.1%
43 MSFT MICROSOFT CORP Technology 2,639.0 $985K 0.36% -422.0 -13.8% $373.07 +33.9%
44 ISHARES TR 19,848.0 $983K 0.36% -525.0 -2.6% $49.55
45 MTB M & T BK CORP Financial Services 3,851.0 $917K 0.33% -2K -36.6% $238.02 +0.8%
46 CSCO CISCO SYS INC Technology 7,752.0 $911K 0.33% +716.0 +10.2% $117.46 -7.0%
47 VOO VANGUARD INDEX FDS 1,085.0 $745K 0.27% +646.0 +147.2% $686.81 +3.1%
48 SPY STATE STR SPDR S&P 500 ETF T Financial Services 994.0 $742K 0.27% -21.0 -2.1% $746.79 +3.1%
49 TFI SPDR SERIES TRUST 15,732.0 $721K 0.26% -1K -6.7% $45.80 -3.4%
50 GE GE AEROSPACE Industrials 1,917.0 $716K 0.26% -653.0 -25.4% $373.73 -9.8%
51 NYF ISHARES TR 13,170.0 $710K 0.26% -874.0 -6.2% $53.91 -3.4%
52 NVDA NVIDIA CORPORATION Technology 3,424.0 $685K 0.25% -845.0 -19.8% $200.09 +15.1%
53 DFIS DIMENSIONAL ETF TRUST 18,702.0 $655K 0.24% -1K -6.0% $35.03 +7.5%
54 PG PROCTER & GAMBLE CO Consumer Defensive 3,986.0 $585K 0.21% +753.0 +23.3% $146.64 -0.1%
55 GEV GE VERNOVA INC Utilities 477.0 $560K 0.20% -160.0 -25.1% $1174.86 -19.8%
56 IJH ISHARES TR 6,535.0 $504K 0.18% $77.11 -1.6%
57 SHEL SHELL PLC Energy 5,696.0 $442K 0.16% NEW $77.54 +19.9%
58 GOOGL ALPHABET INC Communication Services 1,232.0 $440K 0.16% -99.0 -7.4% $357.37 -5.3%
59 EFV ISHARES TR 5,624.0 $430K 0.16% $76.54 +8.4%
60 IEMG ISHARES INC 5,034.0 $417K 0.15% -175.0 -3.4% $82.85 +1.0%
Page 3 of 5  ·  90 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%