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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 1 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 370,341.0 $37.3M 0.71% NEW $100.67 -0.0%
2 WST WEST PHARMACEUTICAL SVSC INC Healthcare 32,568.0 $11.7M 0.22% NEW $359.00 -1.6%
3 DOV DOVER CORP Industrials 51,700.0 $11.6M 0.22% NEW $224.28 -9.2%
4 IEX IDEX CORP Industrials 41,407.0 $9.4M 0.18% NEW $226.95 +3.0%
5 WAB WABTEC Industrials 33,872.0 $9.1M 0.17% NEW $269.60 +10.4%
6 ALGN ALIGN TECHNOLOGY INC Healthcare 46,102.0 $7.8M 0.15% NEW $168.66 -5.3%
7 CRUX COLUMBIA ETF TR I 237,187.0 $7.1M 0.14% NEW $29.98 -1.6%
8 DECK DECKERS OUTDOOR CORP Consumer Cyclical 70,424.0 $7.0M 0.13% NEW $99.29 -7.3%
9 EXR EXTRA SPACE STORAGE INC Real Estate 43,717.0 $6.4M 0.12% NEW $145.30 +0.7%
10 SJM SMUCKER J M CO Consumer Defensive 49,711.0 $5.6M 0.11% NEW $112.50 +11.9%
11 AMCOR PLC 103,933.0 $4.5M 0.09% NEW $43.35
12 ARM ARM HOLDINGS PLC Technology 11,728.0 $4.2M 0.08% NEW $354.57 -32.7%
13 CFG CITIZENS FINL GROUP INC Financial Services 56,256.0 $3.9M 0.07% NEW $70.07 +0.2%
14 EVSD MORGAN STANLEY ETF TRUST 74,239.0 $3.8M 0.07% NEW $50.86 +0.0%
15 SHYG ISHARES TR 81,927.0 $3.5M 0.07% NEW $42.41 -0.4%
16 SLYG SPDR SERIES TRUST 27,650.0 $3.3M 0.06% NEW $119.13 -2.9%
17 HONEYWELL INTL INC 14,281.0 $3.2M 0.06% NEW $223.90
18 HONEYWELL AEROSPACE INC 14,245.0 $3.1M 0.06% NEW $221.08
19 FFIV F5 INC Technology 7,140.0 $3.0M 0.06% NEW $415.96 -8.9%
20 LITE LUMENTUM HLDGS INC Technology 3,092.0 $2.7M 0.05% NEW $858.06 -3.3%
Page 1 of 7  ·  129 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%