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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 3 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 CLEARWAY ENERGY INC 24,200 $760K 0.01% SOLD
42 AON AON PLC Financial Services 1,982 $699K 0.01% SOLD
43 WTRG ESSENTIAL UTILS INC Utilities 17,848 $685K 0.01% SOLD
44 BOND PIMCO ETF TR 7,327 $682K 0.01% SOLD
45 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 5,033 $664K 0.01% SOLD
46 BALL BALL CORP Consumer Cyclical 12,340 $654K 0.01% SOLD
47 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 31,054 $612K 0.01% SOLD
48 SNPS SYNOPSYS INC Technology 1,276 $599K 0.01% SOLD
49 MCY MERCURY GENL CORP NEW Financial Services 6,362 $598K 0.01% SOLD
50 IMAX IMAX CORP Communication Services 15,894 $587K 0.01% SOLD
51 EVR EVERCORE INC Financial Services 1,707 $581K 0.01% SOLD
52 PODD INSULET CORP Healthcare 2,035 $578K 0.01% SOLD
53 AIZ ASSURANT INC Financial Services 2,388 $575K 0.01% SOLD
54 BITB BITWISE BITCOIN ETF TR Financial Services 11,961 $569K 0.01% SOLD
55 TCOM TRIP COM GROUP LTD Consumer Cyclical 7,895 $568K 0.01% SOLD
56 HPQ HP INC Technology 25,170 $561K 0.01% SOLD
57 KALU KAISER ALUMINUM CORP Basic Materials 4,872 $560K 0.01% SOLD
58 UI UBIQUITI INC Technology 1,002 $554K 0.01% SOLD
59 BLACKROCK MUN INCOME QUALITY 49,800 $545K 0.01% SOLD
60 OGS ONE GAS INC Utilities 7,032 $543K 0.01% SOLD
Page 3 of 7  ·  130 positions
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%