DOPKINS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABAT | 50K | $167.00K |
 | RYAN | 25K | $1.28M |
 | PFE | 13K | $321.21K |
 | AAPL | 12K | $3.26M |
 | XOM | 6K | $679.62K |
 | MTB | 4K | $777.04K |
 | PG | 3K | $412.88K |
 | MSFT | 3K | $1.24M |
 | AMZN | 2K | $504.34K |
 | GE | 2K | $590.49K |
 | NVDA | 1K | $228.28K |
 | ADBE | 803 | $281.04K |
 | META | 503 | $332.02K |
 | GEV | 476 | $311.10K |
American Battery Technology Company Common Stock
ABAT
Shares Held
50K
Value
$167.00K
Ryan Specialty Holdings, Inc.
RYAN
Shares Held
25K
Value
$1.28M
Pfizer Inc.
PFE
Shares Held
13K
Value
$321.21K
Apple Inc.
AAPL
Shares Held
12K
Value
$3.26M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$679.62K
M&T Bank Corporation
MTB
Shares Held
4K
Value
$777.04K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$412.88K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.24M
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$504.34K
GE Aerospace
GE
Shares Held
2K
Value
$590.49K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$228.28K
Adobe Inc.
ADBE
Shares Held
803
Value
$281.04K
Meta Platforms, Inc.
META
Shares Held
503
Value
$332.02K
GE Vernova Inc.
GEV
Shares Held
476
Value
$311.10K