Advertisement
Screener

DOPKINS WEALTH MANAGEMENT, LLC Current Holdings: USA Stocks

DOPKINS WEALTH MANAGEMENT, LLC

DOPKINS WEALTH MANAGEMENT, LLC reported a Form 13F information table total of $248.92 million in 92 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 1904152): combination report, quarter ended 2026-03-31, filed 2026-04-20; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
Buska Wealth Management, LLCUnited States$0.249B74
Rosalind Advisors, Inc.Canada$0.249B38
Financial Guidance Group, Inc.United States$0.249B89
Step Capital Management Pte. Ltd.Singapore$0.249B27
Tabor Asset Management, LPUnited States$0.249B39
Emprise BankUnited States$0.249B107
Tumwater Wealth Management, LLCUnited States$0.249B34
Deane Retirement Strategies, Inc.United States$0.249B57
Dupree Financial Group, LLCUnited States$0.248B108
FSA Investment Group, LLCUnited States$0.248B45