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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 3 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MDT MEDTRONIC PLC Healthcare 205,541.0 $19.8M 0.35% +49K +31.2% $96.09 -20.8%
42 MRK MERCK & CO INC Healthcare 180,797.0 $19.0M 0.34% +149K +477.4% $105.30 +5.8%
43 TLT ISHARES TR 208,694.0 $18.2M 0.32% +63K +43.7% $87.16 -4.1%
44 EZU ISHARES INC 274,435.0 $17.6M 0.31% +11K +4.2% $64.10 +4.2%
45 IBM INTERNATIONAL BUSINESS MACHS Technology 56,680.0 $16.8M 0.30% +20K +53.0% $296.21 -26.0%
46 IWF ISHARES TR 34,979.0 $16.6M 0.29% +643.0 +1.9% $473.31 -73.8%
47 XLV SELECT SECTOR SPDR TR 102,976.0 $15.9M 0.28% +16K +18.7% $154.80 -5.9%
48 SPYD SPDR SERIES TRUST 360,566.0 $15.6M 0.28% +22K +6.4% $43.25 +8.3%
49 WM WASTE MGMT INC DEL Industrials 70,529.0 $15.5M 0.28% +5K +7.2% $219.71 +0.1%
50 SUB ISHARES TR 144,633.0 $15.4M 0.27% +28K +24.4% $106.70 -0.5%
51 PG PROCTER AND GAMBLE CO Consumer Defensive 105,235.0 $15.1M 0.27% +21K +24.2% $143.31 -1.2%
52 CBOE CBOE GLOBAL MKTS INC Financial Services 59,641.0 $15.0M 0.27% +10K +19.4% $251.00 +45.9%
53 TMUS T-MOBILE US INC Communication Services 72,378.0 $14.7M 0.26% +11K +18.1% $203.04 -8.8%
54 PGR PROGRESSIVE CORP Financial Services 63,582.0 $14.5M 0.26% +11K +20.1% $227.72 -12.3%
55 VEU VANGUARD INTL EQUITY INDEX F 195,513.0 $14.4M 0.26% +32K +19.4% $73.56 +10.7%
56 QCOM QUALCOMM INC Technology 81,492.0 $13.9M 0.25% +9K +12.1% $171.05 +17.8%
57 VB VANGUARD INDEX FDS 50,223.0 $13.0M 0.23% +37K +273.4% $257.95 +9.1%
58 ABBV ABBVIE INC Healthcare 55,699.0 $12.7M 0.23% +13K +31.8% $228.49 -8.4%
59 MCD MCDONALDS CORP Consumer Cyclical 41,640.0 $12.7M 0.23% +10K +29.7% $305.63 -9.6%
60 CVX CHEVRON CORP NEW Energy 83,265.0 $12.7M 0.23% +11K +14.9% $152.41 +25.4%
Page 3 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%