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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 7 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ED CONSOLIDATED EDISON INC Utilities 45,036.0 $4.5M 0.08% +22K +96.0% $99.32 +9.5%
122 CRWD CROWDSTRIKE HLDGS INC Technology 9,359.0 $4.4M 0.08% +234.0 +2.6% $468.77 +32.0%
123 APH AMPHENOL CORP NEW Technology 31,375.0 $4.2M 0.07% +8K +33.8% $135.16 -11.4%
124 VXF VANGUARD INDEX FDS 19,828.0 $4.1M 0.07% +813.0 +4.3% $209.12 +6.6%
125 ULTA ULTA BEAUTY INC Consumer Cyclical 6,825.0 $4.1M 0.07% +5K +198.6% $605.01 -20.3%
126 SCHB SCHWAB STRATEGIC TR 151,000.0 $4.0M 0.07% +132K +710.4% $26.23 +7.8%
127 LMT LOCKHEED MARTIN CORP Industrials 8,164.0 $3.9M 0.07% +1K +20.5% $483.66 +8.5%
128 FCX FREEPORT-MCMORAN INC Basic Materials 77,000.0 $3.9M 0.07% +2K +2.3% $50.79 +17.3%
129 IBIT ISHARES BITCOIN TRUST ETF Financial Services 78,490.0 $3.9M 0.07% +10K +14.2% $49.65 -12.4%
130 MPC MARATHON PETE CORP Energy 23,711.0 $3.9M 0.07% +5K +23.5% $162.63 +60.1%
131 SCHW SCHWAB CHARLES CORP Financial Services 37,564.0 $3.8M 0.07% +911.0 +2.5% $99.91 -7.1%
132 RSG REPUBLIC SVCS INC Industrials 17,587.0 $3.7M 0.07% +853.0 +5.1% $211.93 +2.7%
133 SPYM SPDR SERIES TRUST 45,775.0 $3.7M 0.07% +2K +5.1% $80.22 +8.2%
134 LOW LOWES COS INC Consumer Cyclical 15,196.0 $3.7M 0.07% +7K +83.5% $241.16 -9.2%
135 ISRG INTUITIVE SURGICAL INC Healthcare 6,203.0 $3.5M 0.06% +2K +32.2% $566.36 -22.4%
136 SCHM SCHWAB STRATEGIC TR 116,830.0 $3.5M 0.06% +67K +133.1% $30.07 +12.0%
137 VTEB VANGUARD MUN BD FDS 69,029.0 $3.5M 0.06% +60K +686.1% $50.29 -1.2%
138 SCHE SCHWAB STRATEGIC TR 104,065.0 $3.4M 0.06% +11K +11.6% $32.75 +7.6%
139 SCHO SCHWAB STRATEGIC TR 135,950.0 $3.3M 0.06% +42K +44.9% $24.37 -1.1%
140 QUAL ISHARES TR 16,666.0 $3.3M 0.06% +366.0 +2.2% $198.62 +5.9%
Page 7 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%