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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 2 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JIRE J P MORGAN EXCHANGE TRADED F 36,445.0 $2.7M 0.05% NEW $74.88 +6.2%
22 VANGUARD MUN BD FDS 34,639.0 $2.6M 0.05% NEW $76.45
23 EXPD EXPEDITORS INTL WASH INC Industrials 16,221.0 $2.4M 0.04% NEW $149.01 +4.3%
24 MINO PIMCO ETF TR 52,063.0 $2.4M 0.04% NEW $45.32 -0.6%
25 AEE AMEREN CORP Utilities 23,143.0 $2.3M 0.04% NEW $99.86 +7.5%
26 UNILEVER PLC 35,072.0 $2.3M 0.04% NEW $65.40
27 NUE NUCOR CORP Basic Materials 13,981.0 $2.3M 0.04% NEW $163.16 +39.1%
28 SMHX VANECK ETF TRUST 58,115.0 $2.2M 0.04% NEW $38.03 +43.2%
29 DFSV DIMENSIONAL ETF TRUST 65,569.0 $2.2M 0.04% NEW $32.89 +11.8%
30 ARKK ARK ETF TR 26,008.0 $2.0M 0.04% NEW $76.92 -3.1%
31 CDNS CADENCE DESIGN SYSTEM INC Technology 6,281.0 $2.0M 0.04% NEW $312.58 +10.7%
32 SPGI S&P GLOBAL INC Financial Services 3,019.0 $1.6M 0.03% NEW $522.54 -22.8%
33 BSV VANGUARD BD INDEX FDS 18,612.0 $1.5M 0.03% NEW $78.81 -1.3%
34 CRUS CIRRUS LOGIC INC Technology 11,645.0 $1.4M 0.02% NEW $118.50 +34.8%
35 NDSN NORDSON CORP Industrials 5,656.0 $1.4M 0.02% NEW $240.43 +14.3%
36 AMLP ALPS ETF TR 28,896.0 $1.4M 0.02% NEW $47.02 +15.8%
37 NTRA NATERA INC Healthcare 5,921.0 $1.4M 0.02% NEW $229.09 -18.7%
38 STRL STERLING INFRASTRUCTURE INC Industrials 4,251.0 $1.3M 0.02% NEW $306.23 +177.2%
39 ROST ROSS STORES INC Consumer Cyclical 7,182.0 $1.3M 0.02% NEW $180.14 +18.1%
40 FIVE FIVE BELOW INC Consumer Cyclical 6,727.0 $1.3M 0.02% NEW $188.36 +13.4%
Page 2 of 10  ·  183 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%