Holdings
Dopkins Wealth Management, LLC
As of Jun 30, 2026, Dopkins Wealth Management, LLC reported 20 positions worth US$15.1M. Largest: Apple Inc, Amazon.com, Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 17,629 | US$5.1M | −238 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,296 | US$1.26M | −252 | Jun 30, 2026 |
| Microsoft Corp. | 2,639 | US$985K | −422 | Jun 30, 2026 |
| M&t Bank Corporation | 3,851 | US$917K | −2,220 | Jun 30, 2026 |
| Cisco Systems, Inc. | 7,752 | US$911K | +716 | Jun 30, 2026 |
| Ge Aerospace | 1,917 | US$716K | −653 | Jun 30, 2026 |
| Nvidia Corporation | 3,424 | US$685K | −845 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 3,986 | US$585K | +753 | Jun 30, 2026 |
| Ge Vernova Inc. | 477 | US$560K | −160 | Jun 30, 2026 |
| Shell Plc | 5,696 | US$442K | new | Jun 30, 2026 |