Stock Taper 
DOPKINS WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 477 | $560.41K |
 Trane Technologies plc | TT | 484 | $237.72K |
 Meta Platforms, Inc. | META | 553 | $311.5K |
 Johnson & Johnson | JNJ | 1.06K | $268.7K |
 Corning Inc | GLW | 1.13K | $288.13K |
 RTX Corporation | RTX | 1.15K | $217.71K |
 Visa Inc. | V | 1.19K | $408.62K |
 Alphabet Inc. | GOOGL | 1.23K | $440.28K |
 DaVita Inc. | DVA | 1.5K | $333.72K |
 Duke Energy Corporation | DUK | 1.82K | $229.88K |
 GE Aerospace | GE | 1.92K | $716.44K |
 Microsoft Corporation | MSFT | 2.64K | $984.53K |
 NVIDIA Corporation | NVDA | 3.42K | $685.11K |
 M&T Bank Corporation | MTB | 3.85K | $916.6K |
 The Procter & Gamble Company | PG | 3.99K | $584.51K |
 Amazon.com, Inc. | AMZN | 5.3K | $1.26M |
 Shell plc | SHEL | 5.7K | $441.67K |
 Cisco Systems, Inc. | CSCO | 7.75K | $910.55K |
 Pfizer Inc. | PFE | 14.26K | $343.33K |
 Apple Inc. | AAPL | 17.63K | $5.1M |