DOPKINS WEALTH MANAGEMENT, LLC

Q3 2025 13F Holdings

Location
Williamsville, NY
Holdings as of
9/30/2025
Value ($000)
$237,031
Num holdings
79
Date filed
10/14/2025
Form type
13F-HR
Prev filing
7/17/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type