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Portfolio (Quarterly) Guide ↗

Dakota Wealth Management

· CIK 0001631353
13F Portfolio $5.2B AUM 776 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 129 New 216 Added 369 Reduced 130 Exited
Page 1 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPDW SPDR INDEX SHS FDS 2,274,169.0 $114.6M 2.19% +893K +64.6% $50.39 +3.5%
2 NVDA NVIDIA CORPORATION Technology 457,998.0 $91.6M 1.75% +22K +5.0% $200.09 +6.6%
3 VXUS VANGUARD STAR FDS 1,043,855.0 $89.2M 1.70% +65K +6.7% $85.49 +2.7%
4 SPYG SPDR SERIES TRUST 733,889.0 $87.3M 1.67% +401K +120.2% $118.99 +0.9%
5 SPSM SPDR SERIES TRUST 1,499,275.0 $86.5M 1.65% +221K +17.3% $57.67 -1.3%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 115,312.0 $86.1M 1.64% +7K +6.7% $746.80 +2.5%
7 SPYV SPDR SERIES TRUST 1,367,223.0 $83.1M 1.59% +679K +98.6% $60.79 +4.5%
8 QQQ INVESCO QQQ TR Financial Services 97,623.0 $71.9M 1.37% +3K +3.6% $736.41 -3.6%
9 MBB ISHARES TR 720,721.0 $68.1M 1.30% +174K +31.9% $94.52 -1.0%
10 IGIB ISHARES TR 1,226,734.0 $65.2M 1.25% +210K +20.7% $53.17 -1.5%
11 IGSB ISHARES TR 1,104,802.0 $57.9M 1.10% +182K +19.8% $52.41 -0.4%
12 LLY ELI LILLY & CO Healthcare 47,782.0 $57.3M 1.09% +18K +58.3% $1199.43 +4.3%
13 V VISA INC Financial Services 161,024.0 $55.2M 1.05% +27K +20.2% $343.09 +11.6%
14 SHY ISHARES TR 476,187.0 $39.1M 0.75% +80K +20.3% $82.11 -0.1%
15 VGIT VANGUARD SCOTTSDALE FDS 612,868.0 $36.1M 0.69% +177K +40.5% $58.98 -0.8%
16 J P MORGAN EXCHANGE TRADED F 686,045.0 $34.7M 0.66% +100K +17.2% $50.57
17 SPMD SPDR SERIES TRUST 497,764.0 $33.6M 0.64% +141K +39.5% $67.56 -1.3%
18 MRK MERCK & CO INC Healthcare 250,026.0 $32.1M 0.61% +69K +38.3% $128.53 +18.9%
19 MUB ISHARES TR 268,682.0 $28.9M 0.55% +14K +5.4% $107.62 -2.0%
20 VTI VANGUARD INDEX FDS 75,191.0 $27.8M 0.53% +5K +7.7% $370.04 +2.1%
Page 1 of 11  ·  216 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 20.0%
Industrials 13.1%
Healthcare 9.0%
Consumer Cyclical 7.1%
Communication Services 6.1%
Consumer Defensive 4.1%
Energy 3.2%
Utilities 2.2%
Real Estate 1.5%