DOPKINS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABAT | 50K | $243.00K |
 | RYAN | 25K | $1.39M |
 | AAPL | 13K | $3.31M |
 | XOM | 7K | $760.78K |
 | NVDA | 4K | $780.10K |
 | MTB | 4K | $814.55K |
 | PG | 3K | $442.67K |
 | MSFT | 3K | $1.33M |
 | AMZN | 2K | $477.78K |
 | GE | 2K | $576.67K |
 | ADBE | 800 | $282.20K |
 | META | 501 | $367.92K |
 | GEV | 476 | $292.69K |
American Battery Technology Company Common Stock
ABAT
Shares Held
50K
Value
$243.00K
Ryan Specialty Holdings, Inc.
RYAN
Shares Held
25K
Value
$1.39M
Apple Inc.
AAPL
Shares Held
13K
Value
$3.31M
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$760.78K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$780.10K
M&T Bank Corporation
MTB
Shares Held
4K
Value
$814.55K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$442.67K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.33M
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$477.78K
GE Aerospace
GE
Shares Held
2K
Value
$576.67K
Adobe Inc.
ADBE
Shares Held
800
Value
$282.20K
Meta Platforms, Inc.
META
Shares Held
501
Value
$367.92K
GE Vernova Inc.
GEV
Shares Held
476
Value
$292.69K