Long-term investor
Dopkins Wealth Management, LLC @dopkinswealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001904152).
Record
- Tracked since 2025-06-30 (454 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +954.6% · all +954.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 14.3% · long · since 2025-06-30
- 25434V724 · 8.0% · long · since 2025-06-30
- 25434V807 · 7.5% · long · since 2025-06-30
- 25434V609 · 7.4% · long · since 2025-06-30
- 25434V849 · 4.3% · long · since 2025-06-30
- 02072L532 · 4.2% · long · since 2025-06-30
- 025072802 · 3.9% · long · since 2025-06-30
- 922908595 · 3.2% · long · since 2025-06-30
- 025072604 · 3.1% · long · since 2025-06-30
- 464287150 · 2.5% · long · since 2025-06-30
- 922908736 · 2.4% · long · since 2025-06-30
- 25434V401 · 2.3% · long · since 2025-06-30