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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 3 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ALL ALLSTATE CORP Financial Services 57,257.0 $13.6M 0.26% +47K +453.0% $238.12 +8.3%
42 XLI SELECT SECTOR SPDR TR 73,596.0 $13.6M 0.26% +4K +6.4% $185.23 -3.5%
43 KEYS KEYSIGHT TECHNOLOGIES INC Technology 38,006.0 $13.3M 0.25% +36K +1448.7% $350.07 -9.2%
44 ADP AUTOMATIC DATA PROCESSING IN Industrials 54,493.0 $12.2M 0.23% +51K +1384.4% $224.05 +26.1%
45 IWF ISHARES TR 97,216.0 $12.1M 0.23% +62K +177.9% $124.17 -1.8%
46 UNP UNION PAC CORP Industrials 44,093.0 $12.0M 0.23% +12K +39.4% $272.00 +13.7%
47 FEOE RBB FUND TRUST 223,314.0 $11.9M 0.23% +17K +8.0% $53.40 +6.4%
48 VOO VANGUARD INDEX FDS 17,295.0 $11.9M 0.23% +912.0 +5.6% $686.82 +2.5%
49 GLW CORNING INC Technology 46,280.0 $11.8M 0.23% +10K +29.3% $255.43 -42.2%
50 XLB SELECT SECTOR SPDR TR 232,078.0 $11.8M 0.23% +16K +7.4% $50.83 +5.1%
51 SRE SEMPRA Utilities 126,041.0 $11.7M 0.22% +15K +13.9% $92.75 -9.2%
52 MPWR MONOLITHIC PWR SYS INC Technology 8,310.0 $11.5M 0.22% +2K +33.6% $1382.40 -5.1%
53 ABNB AIRBNB INC Consumer Cyclical 74,626.0 $10.7M 0.20% +73K +4218.6% $143.10 +32.8%
54 VO VANGUARD INDEX FDS 130,624.0 $10.5M 0.20% +97K +291.3% $80.57 +2.8%
55 DIS DISNEY WALT CO Communication Services 106,315.0 $10.2M 0.20% +2K +2.0% $96.26 +15.7%
56 BIIB BIOGEN INC Healthcare 47,326.0 $10.2M 0.20% +1K +3.1% $216.06 +2.3%
57 MUNI PIMCO ETF TR 191,515.0 $10.1M 0.19% +31K +19.0% $52.60 -1.5%
58 FBND FIDELITY MERRIMACK STR TR 218,366.0 $9.9M 0.19% +12K +5.6% $45.49 -0.8%
59 PSA PUBLIC STORAGE Real Estate 30,890.0 $9.8M 0.19% +26K +567.6% $318.31 +1.1%
60 HYG ISHARES TR 117,902.0 $9.4M 0.18% +56K +90.9% $79.97 -0.2%
Page 3 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%