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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 6 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UPS UNITED PARCEL SVCS INC Industrials 34,194.0 $3.7M 0.07% +24K +237.2% $107.50 -1.3%
102 IESC IES HOLDINGS INC Industrials 5,000.0 $3.7M 0.07% +2K +91.1% $734.66 -57.4%
103 EXPD EXPEDITORS INTL WASH INC Industrials 22,243.0 $3.6M 0.07% +6K +37.1% $162.98 +16.5%
104 IEF ISHARES TR 37,946.0 $3.6M 0.07% +7K +21.4% $94.57 -1.2%
105 ONTO ONTO INNOVATION INC Technology 9,222.0 $3.5M 0.07% +5K +141.1% $378.45 -23.2%
106 SLB SLB LIMITED Energy 74,946.0 $3.5M 0.07% +64K +572.2% $46.51 +14.5%
107 VIKING HOLDINGS LTD 33,131.0 $3.5M 0.07% +6K +20.4% $104.67
108 DFSV DIMENSIONAL ETF TRUST 88,506.0 $3.4M 0.07% +23K +35.0% $38.79 +3.0%
109 NDSN NORDSON CORP Industrials 9,940.0 $3.0M 0.06% +4K +75.7% $301.69 +11.0%
110 TKO TKO GROUP HOLDINGS INC Communication Services 14,703.0 $3.0M 0.06% +11K +305.1% $201.31 -4.2%
111 MINO PIMCO ETF TR 64,518.0 $3.0M 0.06% +12K +23.9% $45.76 -2.2%
112 BND VANGUARD BD INDEX FDS 39,991.0 $2.9M 0.06% +2K +4.5% $73.41 -1.1%
113 VANGUARD MUN BD FDS 35,875.0 $2.7M 0.05% +1K +3.6% $76.63
114 NSC NORFOLK SOUTHN CORP Industrials 8,292.0 $2.6M 0.05% +1K +17.6% $314.60 +12.1%
115 VEA VANGUARD TAX-MANAGED FDS 36,565.0 $2.6M 0.05% +2K +4.9% $71.25 +3.5%
116 LIN LINDE PLC Basic Materials 4,914.0 $2.6M 0.05% +306.0 +6.6% $518.94 -6.1%
117 SLV ISHARES SILVER TR Financial Services 46,122.0 $2.5M 0.05% +23K +98.3% $53.47 +16.7%
118 BLV VANGUARD BD INDEX FDS 35,180.0 $2.4M 0.05% +2K +7.5% $68.93 -3.2%
119 PWRD TCW ETF TRUST 19,415.0 $2.4M 0.05% +7K +50.5% $122.96 -12.8%
120 NVT NVENT ELEC PLC Industrials 14,069.0 $2.4M 0.05% +3K +23.3% $169.61 -10.7%
Page 6 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%