Dopkins Wealth Management, LLC - Q12026 Holdings

Dopkins Wealth Management, LLC holds 92 stocks with a total portfolio value of $ 248.92M as of Q12026. In Q12026, Dopkins Wealth Management, LLC added 14 new positions, increased stakes in 37 stocks, reduced 27 holdings, and fully exited 3 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 13.88% of the total portfolio.