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Portfolio (Quarterly) Guide ↗

Dakota Wealth Management

· CIK 0001631353
13F Portfolio $5.0B AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 646 New
Page 7 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LHX L3HARRIS TECHNOLOGIES INC Industrials 24,899.0 $7.6M 0.15% NEW $305.41 -0.7%
122 MELI MERCADOLIBRE INC Consumer Cyclical 3,247.0 $7.6M 0.15% NEW $2336.94 -33.8%
123 AVUV AMERICAN CENTY ETF TR 76,208.0 $7.6M 0.15% NEW $99.53 +19.0%
124 PEP PEPSICO INC Consumer Defensive 52,102.0 $7.3M 0.15% NEW $140.44 +6.2%
125 ACN ACCENTURE PLC IRELAND Technology 29,525.0 $7.3M 0.15% NEW $246.60 -28.0%
126 AMD ADVANCED MICRO DEVICES INC Technology 44,978.0 $7.3M 0.15% NEW $161.79 +160.2%
127 RMD RESMED INC Healthcare 26,297.0 $7.2M 0.14% NEW $273.73 -26.2%
128 ARKB ARK 21SHARES BITCOIN ETF Financial Services 188,001.0 $7.1M 0.14% NEW $38.02 -33.0%
129 VZ VERIZON COMMUNICATIONS INC Communication Services 162,612.0 $7.1M 0.14% NEW $43.95 +5.5%
130 MA MASTERCARD INCORPORATED Financial Services 12,067.0 $6.9M 0.14% NEW $568.82 -13.1%
131 WRB BERKLEY W R CORP Financial Services 89,375.0 $6.8M 0.14% NEW $76.62 -13.3%
132 SHYD VANECK ETF TRUST 298,732.0 $6.8M 0.14% NEW $22.90 -1.3%
133 KMI KINDER MORGAN INC DEL Energy 240,900.0 $6.8M 0.14% NEW $28.31 +18.8%
134 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 11,438.0 $6.8M 0.14% NEW $596.02 +10.5%
135 PNR PENTAIR PLC Industrials 60,321.0 $6.7M 0.14% NEW $110.76 -34.4%
136 QGRO AMERICAN CENTY ETF TR 56,680.0 $6.5M 0.13% NEW $114.40 -2.5%
137 PAYC PAYCOM SOFTWARE INC Technology 30,583.0 $6.4M 0.13% NEW $208.14 -34.5%
138 VRT VERTIV HOLDINGS CO Industrials 41,467.0 $6.3M 0.13% NEW $150.86 +145.9%
139 ITOT ISHARES TR 42,440.0 $6.2M 0.12% NEW $145.65 +10.5%
140 EL LAUDER ESTEE COS INC Consumer Defensive 67,928.0 $6.0M 0.12% NEW $88.12 -8.9%
Page 7 of 33  ·  646 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 47.6%
Financial Services 15.8%
Communication Services 7.7%
Consumer Cyclical 7.1%
Industrials 6.6%
Healthcare 5.9%
Consumer Defensive 3.8%
Energy 2.4%
Utilities 1.5%
Basic Materials 1.0%