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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 9 of 11  ·  216 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SO SOUTHERN CO Utilities 9,417.0 $901K 0.02% +2K +28.9% $95.71 -5.9%
162 PUT NVIDIA CORPORATION 4,500.0 $900K 0.02% +500.0 +12.5% $200.09
163 IVW ISHARES TR 6,395.0 $880K 0.02% +70.0 +1.1% $137.53 +0.7%
164 CVLT COMMVAULT SYS INC Technology 5,946.0 $843K 0.02% +1K +32.5% $141.73 -6.5%
165 CSX CSX CORP Industrials 16,733.0 $795K 0.01% +5K +39.0% $47.53 +8.0%
166 PUT MICROSOFT CORP 2,100.0 $783K 0.01% +500.0 +31.2% $373.02
167 TT TRANE TECHNOLOGIES PLC Industrials 1,587.0 $780K 0.01% +486.0 +44.1% $491.28 -7.5%
168 GDX VANECK ETF TRUST 10,014.0 $756K 0.01% +3K +45.4% $75.45 +39.3%
169 MILLROSE PPTYS INC 25,111.0 $755K 0.01% +6K +30.1% $30.05
170 MKTN FEDERATED HERMES ETF TRUST 28,358.0 $736K 0.01% +1K +5.6% $25.97 +5.6%
171 VICI VICI PPTYS INC Real Estate 27,661.0 $734K 0.01% +4K +17.7% $26.55 -0.7%
172 CUBE CUBESMART Real Estate 18,439.0 $733K 0.01% +10K +120.6% $39.77 +2.5%
173 SHOP SHOPIFY INC Technology 6,417.0 $733K 0.01% +322.0 +5.3% $114.17 +34.4%
174 SETM SPROTT FDS TR 23,410.0 $729K 0.01% +13K +135.3% $31.16 +14.7%
175 PAUG INNOVATOR ETFS TRUST 15,606.0 $712K 0.01% +3K +27.4% $45.64 +2.0%
176 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 3,548.0 $686K 0.01% +2K +92.1% $193.23 +5.2%
177 CHW CALAMOS GBL DYN INCOME FUND Financial Services 73,280.0 $653K 0.01% +10K +15.2% $8.91 -4.3%
178 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 12,857.0 $652K 0.01% +2K +18.6% $50.71 -2.3%
179 HELO J P MORGAN EXCHANGE TRADED F 9,142.0 $618K 0.01% +1K +14.8% $67.58 +2.7%
180 KD KYNDRYL HLDGS INC Technology 53,869.0 $609K 0.01% +12K +29.6% $11.31 +13.0%
Page 9 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%