Dopkins Wealth Management, LLC - Q42025 Holdings

Dopkins Wealth Management, LLC holds 81 stocks with a total portfolio value of $ 244.81M as of Q42025. In Q42025, Dopkins Wealth Management, LLC added 3 new positions, increased stakes in 23 stocks, reduced 33 holdings, and fully exited 1 position. The largest holding is Dimensional Etf Trust (DFAC), representing 15.31% of the total portfolio.