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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 3 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOVT ISHARES TR 54,030.0 $1.2M 0.02% NEW $23.03 -2.0%
42 PWRD TCW ETF TRUST 12,903.0 $1.2M 0.02% NEW $96.16 +13.6%
43 CW CURTISS WRIGHT CORP Industrials 2,213.0 $1.2M 0.02% NEW $551.27 +29.3%
44 PSA PUBLIC STORAGE OPER CO Real Estate 4,627.0 $1.2M 0.02% NEW $259.50 +12.7%
45 VTHR VANGUARD SCOTTSDALE FDS 3,893.0 $1.2M 0.02% NEW $300.34 +8.0%
46 MUSA MURPHY USA INC Consumer Cyclical 2,810.0 $1.1M 0.02% NEW $403.52 +39.2%
47 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 14,707.0 $1.1M 0.02% NEW $76.67 +13.6%
48 EOG EOG RES INC Energy 10,678.0 $1.1M 0.02% NEW $105.01 +33.6%
49 CWI SPDR INDEX SHS FDS 30,777.0 $1.1M 0.02% NEW $35.92 +10.2%
50 KD KYNDRYL HLDGS INC Technology 41,566.0 $1.1M 0.02% NEW $26.56 -57.4%
51 EME EMCOR GROUP INC Industrials 1,783.0 $1.1M 0.02% NEW $611.79 +49.3%
52 DELL DELL TECHNOLOGIES INC Technology 8,289.0 $1.0M 0.02% NEW $125.89 +92.3%
53 ARW ARROW ELECTRS INC Technology 9,358.0 $1.0M 0.02% NEW $110.18 +88.7%
54 IESC IES HLDGS INC Industrials 2,617.0 $1.0M 0.02% NEW $389.02 +75.4%
55 TBLD THORNBURG INCM BUILDER OPP T Financial Services 49,748.0 $1000K 0.02% NEW $20.10 +8.9%
56 SLM SLM CORP Financial Services 36,486.0 $987K 0.02% NEW $27.06 -21.8%
57 XLSR SSGA ACTIVE TR 15,367.0 $957K 0.02% NEW $62.31 +4.6%
58 VRSN VERISIGN INC Technology 3,936.0 $956K 0.02% NEW $242.95 +22.5%
59 ACGL ARCH CAP GROUP LTD Financial Services 9,111.0 $874K 0.02% NEW $95.92 -0.1%
60 MMIT NEW YORK LIFE INVTS ACTIVE E 35,540.0 $865K 0.01% NEW $24.33 -0.7%
Page 3 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%