Dopkins Wealth Management, LLC - Q22026 Holdings

Dopkins Wealth Management, LLC holds 90 stocks with a total portfolio value of $ 275.19M as of Q22026. In Q22026, Dopkins Wealth Management, LLC added 3 new positions, increased stakes in 32 stocks, reduced 36 holdings, and fully exited 5 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 14.28% of the total portfolio.