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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 5 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLB SELECT SECTOR SPDR TR 216,024.0 $9.8M 0.17% +106K +96.9% $45.35 +8.6%
82 SRE SEMPRA Utilities 110,614.0 $9.8M 0.17% +14K +15.0% $88.33 +1.9%
83 CMI CUMMINS INC Industrials 19,089.0 $9.7M 0.17% +472.0 +2.5% $510.44 +29.7%
84 VO VANGUARD INDEX FDS 33,385.0 $9.7M 0.17% +24K +245.4% $290.22 -73.8%
85 XLU SELECT SECTOR SPDR TR 218,655.0 $9.3M 0.17% +114K +108.8% $42.69 +2.6%
86 PFE PFIZER INC Healthcare 364,954.0 $9.1M 0.16% +17K +4.8% $24.90 +1.6%
87 SCHX SCHWAB STRATEGIC TR 315,026.0 $8.5M 0.15% +183K +138.1% $26.91 +7.2%
88 RMD RESMED INC Healthcare 33,948.0 $8.2M 0.14% +8K +29.1% $240.87 -15.3%
89 ACN ACCENTURE PLC IRELAND Technology 30,261.0 $8.1M 0.14% +736.0 +2.5% $268.30 -32.6%
90 BIIB BIOGEN INC Healthcare 45,897.0 $8.1M 0.14% +37K +428.9% $175.99 +7.7%
91 BLK BLACKROCK INC Financial Services 7,476.0 $8.0M 0.14% +4K +115.0% $1070.27 -0.3%
92 NOW SERVICENOW INC Technology 51,025.0 $7.8M 0.14% +41K +431.5% $153.19 -29.7%
93 UNP UNION PAC CORP Industrials 31,633.0 $7.3M 0.13% +18K +132.3% $231.32 +17.5%
94 VZ VERIZON COMMUNICATIONS INC Communication Services 178,241.0 $7.3M 0.13% +16K +9.6% $40.73 +15.6%
95 MA MASTERCARD INCORPORATED Financial Services 12,611.0 $7.2M 0.13% +544.0 +4.5% $570.90 -10.9%
96 PTC PTC INC Technology 41,081.0 $7.2M 0.13% +2K +5.4% $174.21 -16.5%
97 EXPE EXPEDIA GROUP INC Consumer Cyclical 24,997.0 $7.1M 0.13% +7K +37.9% $283.31 -24.4%
98 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 11,709.0 $7.1M 0.12% +271.0 +2.4% $603.27 +7.8%
99 WRB BERKLEY W R CORP Financial Services 98,750.0 $6.9M 0.12% +9K +10.5% $70.12 -5.2%
100 HYMB SPDR SERIES TRUST 270,409.0 $6.7M 0.12% +255K +1649.0% $24.94 -0.8%
Page 5 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%