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Portfolio (Quarterly) Guide ↗

Dakota Wealth Management

· CIK 0001631353
13F Portfolio $5.0B AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 646 New
Page 19 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 LAMR LAMAR ADVERTISING CO NEW Real Estate 7,860.0 $962K 0.02% NEW $122.42 +21.8%
362 SWK STANLEY BLACK & DECKER INC Industrials 12,645.0 $940K 0.02% NEW $74.33 -0.2%
363 SHOP SHOPIFY INC Technology 6,296.0 $936K 0.02% NEW $148.61 -31.6%
364 DVN DEVON ENERGY CORP NEW Energy 26,585.0 $932K 0.02% NEW $35.06 +41.5%
365 MNTN INC 50,000.0 $928K 0.02% NEW $18.55
366 UPS UNITED PARCEL SERVICE INC Industrials 11,051.0 $923K 0.02% NEW $83.53 +15.4%
367 VLO VALERO ENERGY CORP Energy 5,412.0 $921K 0.02% NEW $170.25 +53.2%
368 IQVIA HLDGS INC 4,846.0 $920K 0.02% NEW $189.94
369 SCHF SCHWAB STRATEGIC TR 39,025.0 $909K 0.02% NEW $23.28 +15.2%
370 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 39,640.0 $906K 0.02% NEW $22.86 -22.0%
371 DFAT DIMENSIONAL ETF TRUST 15,475.0 $901K 0.02% NEW $58.21 +12.5%
372 VKQ INVESCO MUNICIPAL TRUST Financial Services 92,637.0 $894K 0.02% NEW $9.65 -1.6%
373 FMDE FIDELITY COVINGTON TRUST 24,645.0 $891K 0.02% NEW $36.15 +5.8%
374 KNTK KINETIK HOLDINGS INC Energy 20,695.0 $885K 0.02% NEW $42.74 +20.2%
375 SBRA SABRA HEALTH CARE REIT INC Real Estate 46,861.0 $873K 0.02% NEW $18.64 +13.0%
376 GEV GE VERNOVA INC Utilities 1,420.0 $873K 0.02% NEW $614.90 +64.5%
377 AMT AMERICAN TOWER CORP NEW Real Estate 4,490.0 $864K 0.02% NEW $192.32 -4.6%
378 VST VISTRA CORP Utilities 4,366.0 $855K 0.02% NEW $195.92 -30.7%
379 WIA WESTERN ASST INFLTN LKD INM Financial Services 101,443.0 $854K 0.02% NEW $8.42 -4.0%
380 LIN LINDE PLC Basic Materials 1,782.0 $846K 0.02% NEW $475.00 +6.9%
Page 19 of 33  ·  646 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 47.6%
Financial Services 15.8%
Communication Services 7.7%
Consumer Cyclical 7.1%
Industrials 6.6%
Healthcare 5.9%
Consumer Defensive 3.8%
Energy 2.4%
Utilities 1.5%
Basic Materials 1.0%