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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 2 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EA SERIES TRUST 1,422,794.0 $37.9M 0.67% +47K +3.4% $26.64
22 XLK SELECT SECTOR SPDR TR 261,849.0 $37.7M 0.67% +135K +106.7% $143.97 +20.3%
23 BERKSHIRE HATHAWAY INC DEL 71,489.0 $35.9M 0.64% +7K +11.6% $502.65
24 SPYG SPDR SERIES TRUST 333,250.0 $35.6M 0.63% +11K +3.5% $106.70 +9.1%
25 VTV VANGUARD INDEX FDS 183,226.0 $35.0M 0.62% +93K +103.2% $190.99 +8.4%
26 SHY ISHARES TR 395,814.0 $32.8M 0.58% +63K +18.8% $82.82 -0.9%
27 TJX TJX COS INC NEW Consumer Cyclical 206,621.0 $31.7M 0.56% +73K +54.8% $153.61 -2.2%
28 NFLX NETFLIX INC Communication Services 316,072.0 $29.6M 0.53% +282K +836.1% $93.76 -4.4%
29 J P MORGAN EXCHANGE TRADED F 585,556.0 $29.6M 0.53% +130K +28.6% $50.59
30 ABT ABBOTT LABS Healthcare 229,174.0 $28.7M 0.51% +26K +13.0% $125.29 -29.1%
31 MUB ISHARES TR 254,821.0 $27.3M 0.48% +133K +109.5% $107.11 -1.3%
32 VUG VANGUARD INDEX FDS 54,294.0 $26.5M 0.47% +8K +17.6% $487.86 -82.3%
33 VGIT VANGUARD SCOTTSDALE FDS 436,235.0 $26.1M 0.46% +162K +58.9% $59.93 -2.5%
34 VOT VANGUARD INDEX FDS 92,587.0 $25.8M 0.46% +6K +7.1% $279.14 +0.9%
35 BK BANK NEW YORK MELLON CORP Financial Services 209,626.0 $24.3M 0.43% +13K +6.7% $116.09 +17.4%
36 NEM NEWMONT CORP Basic Materials 237,684.0 $23.7M 0.42% +2K +0.9% $99.85 +10.0%
37 VTI VANGUARD INDEX FDS 69,850.0 $23.4M 0.41% +16K +29.9% $335.27 +7.4%
38 JNJ JOHNSON & JOHNSON Healthcare 105,954.0 $21.9M 0.39% +2K +1.8% $206.95 +10.6%
39 GE GE AEROSPACE Industrials 68,058.0 $21.0M 0.37% +5K +8.0% $308.04 -7.2%
40 GLD SPDR GOLD TR Financial Services 52,253.0 $20.7M 0.37% +25K +89.3% $396.31 +5.6%
Page 2 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%