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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 2 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FAST FASTENAL CO Industrials 53,233.0 $2.6M 0.05% NEW $48.03 +6.0%
22 CLS CELESTICA INC Technology 6,897.0 $2.5M 0.05% NEW $364.80 -16.8%
23 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 28,506.0 $2.5M 0.05% NEW $87.04 +9.1%
24 NTCT NETSCOUT SYS INC Technology 55,746.0 $2.4M 0.05% NEW $43.55 -12.6%
25 OUSTER INC 38,230.0 $2.4M 0.05% NEW $62.52
26 GRID FIRST TR EXCHANGE-TRADED FD 12,301.0 $2.4M 0.04% NEW $191.75 -6.1%
27 VIRT VIRTU FINL INC Financial Services 38,608.0 $2.3M 0.04% NEW $59.57 +10.4%
28 CEREBRAS SYSTEMS INC 10,069.0 $2.2M 0.04% NEW $221.00
29 LIONSGATE STUDIOS CORP 143,066.0 $2.2M 0.04% NEW $15.31
30 NEBIUS GROUP N.V. 7,663.0 $2.1M 0.04% NEW $276.17
31 CSRE COHEN & STEERS ETF TRUST 65,240.0 $1.9M 0.04% NEW $28.38 +2.5%
32 PAAA PGIM ETF TR 35,981.0 $1.8M 0.04% NEW $51.27 +0.4%
33 KEMX KRANESHARES TRUST 34,548.0 $1.8M 0.04% NEW $52.47 -3.3%
34 EXEL EXELIXIS INC Healthcare 31,025.0 $1.7M 0.03% NEW $54.41 +2.5%
35 TYA SIMPLIFY EXCHANGE TRADED FUN 131,320.0 $1.7M 0.03% NEW $12.77 -2.7%
36 MTBA SIMPLIFY EXCHANGE TRADED FUN 33,790.0 $1.7M 0.03% NEW $49.07 -0.5%
37 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 145,372.0 $1.6M 0.03% NEW $11.11 -3.3%
38 SNX TD SYNNEX CORPORATION Technology 5,839.0 $1.6M 0.03% NEW $267.34 -8.2%
39 WCMI FIRST TR EXCHANGE-TRADED FD 76,107.0 $1.5M 0.03% NEW $19.57 +1.4%
40 CIEN CIENA CORP Technology 2,967.0 $1.5M 0.03% NEW $490.56 -22.2%
Page 2 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%