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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 3 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SLVR SPROTT FDS TR 28,739.0 $1.4M 0.03% NEW $50.19 +25.5%
42 PAPR INNOVATOR ETFS TRUST 32,800.0 $1.4M 0.03% NEW $42.20 +1.6%
43 VEEV VEEVA SYS INC Healthcare 7,375.0 $1.3M 0.03% NEW $177.47 +38.1%
44 INVH INVITATION HOMES INC Real Estate 42,345.0 $1.3M 0.02% NEW $30.21 -0.6%
45 FORTINET INC 8,323.0 $1.3M 0.02% NEW $153.62
46 SMTC SEMTECH CORP Technology 7,668.0 $1.2M 0.02% NEW $161.85 -22.2%
47 FTDR FRONTDOOR INC Consumer Cyclical 15,808.0 $1.2M 0.02% NEW $77.59 +6.6%
48 TREKOR METALS LTD 178,132.0 $1.2M 0.02% NEW $6.88
49 FIX COMFORT SYS USA INC Industrials 568.0 $1.1M 0.02% NEW $1981.95 -19.1%
50 POWI POWER INTEGRATIONS INC Technology 12,406.0 $1.0M 0.02% NEW $83.76 -35.9%
51 GVA GRANITE CONSTR INC Industrials 6,440.0 $1.0M 0.02% NEW $158.08 -22.1%
52 NHC NATIONAL HEALTHCARE CORP Healthcare 4,586.0 $969K 0.02% NEW $211.36 +7.0%
53 HLIO HELIOS TECHNOLOGIES INC Industrials 10,687.0 $954K 0.02% NEW $89.25 -17.2%
54 APEX TREAS CORP 86,300.0 $867K 0.02% NEW $10.05
55 SYF SYNCHRONY FINANCIAL Financial Services 11,323.0 $861K 0.02% NEW $76.05 +5.4%
56 CIBR FIRST TR EXCHANGE-TRADED FD 9,346.0 $840K 0.02% NEW $89.85 +4.0%
57 NLR VANECK ETF TRUST 7,234.0 $839K 0.02% NEW $115.98 +4.7%
58 PJAN INNOVATOR ETFS TRUST 16,360.0 $810K 0.01% NEW $49.49 +2.0%
59 DT DYNATRACE INC Technology 18,409.0 $808K 0.01% NEW $43.91 +15.4%
60 PMAY INNOVATOR ETFS TRUST 18,717.0 $773K 0.01% NEW $41.30 +1.8%
Page 3 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%