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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 5 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSLA TESLA INC Consumer Cyclical 14,079.0 $5.9M 0.11% +106.0 +0.8% $420.59 -16.1%
82 SCHV SCHWAB STRATEGIC TR 169,158.0 $5.9M 0.11% +9K +5.5% $34.81 +0.2%
83 SCHG SCHWAB STRATEGIC TR 173,660.0 $5.9M 0.11% +2K +0.9% $33.84 +4.2%
84 ROK ROCKWELL AUTOMATION INC Industrials 11,741.0 $5.8M 0.11% +10K +780.8% $495.08 -12.9%
85 NUE NUCOR CORP Basic Materials 25,716.0 $5.7M 0.11% +12K +83.9% $222.78 +10.8%
86 VGT VANGUARD WORLD FD 47,865.0 $5.7M 0.11% +41K +596.6% $119.52 -2.0%
87 CMDT PIMCO ETF TR 184,183.0 $5.6M 0.11% +6K +3.6% $30.67 +9.6%
88 LH LABCORP HOLDINGS INC Healthcare 19,879.0 $5.6M 0.11% +7K +52.7% $280.00 +19.7%
89 YUM YUM BRANDS INC Consumer Cyclical 30,892.0 $4.9M 0.09% +11K +53.7% $159.86 -1.6%
90 PAYX PAYCHEX INC Industrials 47,839.0 $4.7M 0.09% +46K +2415.2% $98.33 +26.9%
91 FMTM EA SERIES TRUST 104,181.0 $4.5M 0.09% +9K +9.3% $43.64 -12.0%
92 IJH ISHARES TR 57,324.0 $4.4M 0.08% +568.0 +1.0% $77.11 -1.4%
93 SPYM SPDR SERIES TRUST 49,965.0 $4.4M 0.08% +4K +9.2% $87.88 +2.4%
94 F FORD MTR CO Consumer Cyclical 312,759.0 $4.3M 0.08% +302K +2706.8% $13.90 +0.6%
95 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 8,500.0 $4.1M 0.08% +5K +177.1% $477.58 -12.9%
96 JBL JABIL INC Technology 10,501.0 $4.0M 0.08% +4K +64.1% $385.49 -20.7%
97 GOVT ISHARES TR 174,530.0 $4.0M 0.08% +120K +223.0% $22.78 -1.0%
98 DGII DIGI INTL INC Technology 52,873.0 $4.0M 0.08% +35K +192.0% $74.95 +0.1%
99 SMH VANECK ETF TRUST 6,006.0 $3.9M 0.07% +2K +46.6% $655.89 -15.5%
100 BTT BLACKROCK MUN TARGET TERM TR Financial Services 166,660.0 $3.8M 0.07% +34K +26.0% $22.75 -0.7%
Page 5 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%