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Portfolio (Quarterly) Guide ↗

Dakota Wealth Management

· CIK 0001631353
13F Portfolio $5.6B AUM 777 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 183 New 303 Added 198 Reduced 52 Exited
Page 13 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AFL AFLAC INC Financial Services 7,068.0 $779K 0.01% +3K +61.4% $110.28 +7.6%
242 WDC WESTERN DIGITAL CORP Technology 4,261.0 $734K 0.01% +913.0 +27.3% $172.27 +179.8%
243 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 37,892.0 $732K 0.01% +4K +12.7% $19.33 +13.0%
244 AON AON PLC Financial Services 1,982.0 $699K 0.01% +116.0 +6.2% $352.86 -7.4%
245 DHR DANAHER CORPORATION Healthcare 2,956.0 $677K 0.01% +76.0 +2.6% $228.93 -29.3%
246 ECL ECOLAB INC Basic Materials 2,549.0 $669K 0.01% +45.0 +1.8% $262.49 -5.7%
247 BALL BALL CORP Consumer Cyclical 12,340.0 $654K 0.01% +4K +48.8% $52.97 +5.3%
248 NVS NOVARTIS AG Healthcare 4,690.0 $647K 0.01% +214.0 +4.8% $137.87 +7.4%
249 WEC WEC ENERGY GROUP INC Utilities 6,040.0 $637K 0.01% +471.0 +8.5% $105.46 +3.5%
250 GD GENERAL DYNAMICS CORP Industrials 1,857.0 $625K 0.01% +252.0 +15.7% $336.66 -0.6%
251 SNPS SYNOPSYS INC Technology 1,276.0 $599K 0.01% +18.0 +1.4% $469.72 +7.0%
252 GDX VANECK ETF TRUST 6,886.0 $591K 0.01% +3K +61.7% $85.77 +1.6%
253 EVR EVERCORE INC Financial Services 1,707.0 $581K 0.01% +54.0 +3.3% $340.23 -2.0%
254 IBB ISHARES TR 3,412.0 $576K 0.01% +239.0 +7.5% $168.77 -2.8%
255 TCOM TRIP COM GROUP LTD Consumer Cyclical 7,895.0 $568K 0.01% +450.0 +6.0% $71.91 -31.0%
256 TACH TITAN ACQUISITION CORP Financial Services 53,500.0 $548K 0.01% +24K +78.3% $10.25 +1.1%
257 IEFA ISHARES TR 5,836.0 $522K 0.01% +589.0 +11.2% $89.46 +7.4%
258 EWC ISHARES INC 9,680.0 $522K 0.01% +280.0 +3.0% $53.93 +6.7%
259 KEYS KEYSIGHT TECHNOLOGIES INC Technology 2,454.0 $499K 0.01% +14.0 +0.6% $203.19 +71.8%
260 GCOW PACER FDS TR 12,015.0 $495K 0.01% +2K +14.8% $41.22 +13.0%
Page 13 of 16  ·  303 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 48.2%
Financial Services 15.7%
Industrials 6.9%
Communication Services 6.9%
Healthcare 6.6%
Consumer Cyclical 6.5%
Consumer Defensive 3.3%
Energy 2.7%
Utilities 1.3%
Basic Materials 1.2%