DOPKINS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABAT | 50K | $139.50K |
 | AAPL | 18K | $4.53M |
 | PFE | 14K | $390.31K |
 | XOM | 8K | $1.42M |
 | CSCO | 7K | $545.92K |
 | MTB | 6K | $1.26M |
 | AMZN | 6K | $1.16M |
 | NVDA | 4K | $744.52K |
 | PG | 3K | $466.98K |
 | MSFT | 3K | $1.13M |
 | GE | 3K | $729.29K |
 | GLW | 2K | $309.20K |
 | PEP | 2K | $310.58K |
 | CVX | 2K | $355.04K |
 | DVA | 2K | $231.00K |
 | GOOGL | 1K | $382.74K |
 | ABBV | 1K | $248.37K |
 | RTX | 1K | $220.19K |
 | V | 1K | $336.09K |
 | GEV | 637 | $556.04K |
American Battery Technology Company Common Stock
ABAT
Shares Held
50K
Value
$139.50K
Apple Inc.
AAPL
Shares Held
18K
Value
$4.53M
Pfizer Inc.
PFE
Shares Held
14K
Value
$390.31K
Exxon Mobil Corporation
XOM
Shares Held
8K
Value
$1.42M
Cisco Systems, Inc.
CSCO
Shares Held
7K
Value
$545.92K
M&T Bank Corporation
MTB
Shares Held
6K
Value
$1.26M
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.16M
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$744.52K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$466.98K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.13M
GE Aerospace
GE
Shares Held
3K
Value
$729.29K
Corning Inc
GLW
Shares Held
2K
Value
$309.20K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$310.58K
Chevron Corporation
CVX
Shares Held
2K
Value
$355.04K
DaVita Inc.
DVA
Shares Held
2K
Value
$231.00K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$382.74K
AbbVie Inc.
ABBV
Shares Held
1K
Value
$248.37K
RTX Corporation
RTX
Shares Held
1K
Value
$220.19K
Visa Inc.
V
Shares Held
1K
Value
$336.09K
GE Vernova Inc.
GEV
Shares Held
637
Value
$556.04K