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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 11 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 OUNZ VANECK MERK GOLD ETF Financial Services 9,061.0 $350K 0.01% +3K +59.4% $38.59 +15.5%
202 XP XP INC Financial Services 20,272.0 $330K 0.01% +7K +51.7% $16.26 +6.9%
203 WHR WHIRLPOOL CORP Consumer Cyclical 8,266.0 $326K 0.01% +910.0 +12.4% $39.42 +3.0%
204 DAL DELTA AIR LINES INC Industrials 3,253.0 $305K 0.01% +45.0 +1.4% $93.66 -11.6%
205 WSO WATSCO INC Industrials 710.0 $296K 0.01% +52.0 +7.9% $416.54 -28.5%
206 CTVA CORTEVA INC Basic Materials 3,391.0 $287K 0.01% +124.0 +3.8% $84.69 -2.2%
207 GNTX GENTEX CORP Consumer Cyclical 10,964.0 $277K 0.01% +1K +14.4% $25.27 -6.1%
208 IGV ISHARES TR 3,049.0 $276K 0.01% +324.0 +11.9% $90.60 +12.8%
209 SBCF SEACOAST BKG CORP FLA Financial Services 8,288.0 $276K 0.01% +2K +27.4% $33.25 +2.8%
210 IVE ISHARES TR 1,174.0 $266K 0.01% +194.0 +19.8% $226.99 +4.6%
211 RITM RITHM CAPITAL CORP Real Estate 26,811.0 $252K 0.01% +1K +4.9% $9.39 +8.5%
212 NI NISOURCE INC Utilities 5,131.0 $244K 0.01% +88.0 +1.7% $47.55 -14.2%
213 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 14,780.0 $225K 0.00% +3K +23.4% $15.20 -1.0%
214 FXF INVESCO CURRENCYSHARES SWISS Financial Services 2,058.0 $224K 0.00% +208.0 +11.2% $109.05 +0.7%
215 MIN MFS INTER INCOME TR Financial Services 72,350.0 $179K 0.00% +12K +19.4% $2.47 -0.8%
216 ANVS ANNOVIS BIO INC Healthcare 29,000.0 $54K 0.00% +3K +10.7% $1.86 -2.7%
Page 11 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%