DOPKINS WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Williamsville, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 275,192
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 90 | 275,192 | 13F-HR | DOPKINS WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/20/2026 | 92 | 248,919 | 13F-HR | DOPKINS WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/9/2026 | 81 | 244,806 | 13F-HR | DOPKINS WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/14/2025 | 79 | 237,031 | 13F-HR | DOPKINS WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/17/2025 | 82 | 222,985 | 13F-HR | DOPKINS WEALTH MANAGEMENT, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.9 K | 5.8% | 0 | 10.77 K | -10.77 K |
| ETFs | 259.3 K | 94.2% | 37.05 K | 0 | 37.05 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
275,192
Holdings
90
QoQ value change ($000)
26,273
(10.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.