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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 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ILMN ILLUMINA INC Healthcare 1,597.0 $281K 0.01% NEW $175.83 +28.0%
102 GIGCAPITAL8 CORP 27,700.0 $279K 0.01% NEW $10.07
103 ALAB ASTERA LABS INC Technology 535.0 $259K 0.01% NEW $483.30 -41.5%
104 GAB GABELLI EQUITY TR INC Financial Services 44,610.0 $252K 0.01% NEW $5.66 +0.9%
105 CHRD CHORD ENERGY CORPORATION Energy 2,202.0 $252K 0.01% NEW $114.30 +23.1%
106 BGIG ETF SER SOLUTIONS 6,972.0 $250K 0.01% NEW $35.89 +2.6%
107 KVUE KENVUE INC Consumer Defensive 13,035.0 $249K 0.01% NEW $19.11 +1.2%
108 NFG NATIONAL FUEL GAS CO Energy 3,165.0 $244K 0.01% NEW $77.21 +6.4%
109 GBIL GOLDMAN SACHS ETF TR 2,435.0 $244K 0.01% NEW $100.15 -0.0%
110 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,593.0 $244K 0.01% NEW $152.96 -24.1%
111 VMC VULCAN MATLS CO Basic Materials 812.0 $240K 0.01% NEW $294.95 -7.1%
112 IIF MORGAN STANLEY INDIA INVT FD Financial Services 10,355.0 $236K 0.01% NEW $22.82 +2.5%
113 DDOG DATADOG INC Technology 903.0 $235K 0.00% NEW $260.36 -14.4%
114 NVO NOVO-NORDISK A S Healthcare 4,809.0 $231K 0.00% NEW $47.94 +1.5%
115 CRS CARPENTER TECHNOLOGY CORP Industrials 368.0 $227K 0.00% NEW $616.86 -21.2%
116 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 685.0 $226K 0.00% NEW $330.24 -0.3%
117 DFAS DIMENSIONAL ETF TRUST 2,696.0 $222K 0.00% NEW $82.34 +0.3%
118 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,425.0 $221K 0.00% NEW $91.20 -19.4%
119 DFUS DIMENSIONAL ETF TRUST 2,691.0 $221K 0.00% NEW $81.94 +2.1%
120 MZTI MARZETTI COMPANY Consumer Defensive 1,922.0 $219K 0.00% NEW $114.16 +2.8%
Page 6 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%