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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 10 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VYM VANGUARD WHITEHALL FDS 9,063.0 $1.4M 0.03% -3K -23.3% $158.02 +4.3%
182 IWD ISHARES TR 5,813.0 $1.4M 0.03% -698.0 -10.7% $242.42 +6.5%
183 UNILEVER PLC 22,856.0 $1.4M 0.03% -12K -34.8% $60.12
184 EOG EOG RES INC Energy 10,526.0 $1.4M 0.03% -152.0 -1.4% $129.73 +13.2%
185 TER TERADYNE INC Technology 2,822.0 $1.4M 0.03% -4K -57.3% $483.81 -24.3%
186 BX BLACKSTONE INC Financial Services 11,541.0 $1.4M 0.03% -54K -82.4% $117.67 +21.8%
187 CTAS CINTAS CORP Industrials 7,984.0 $1.4M 0.03% -3K -24.4% $170.09 +20.4%
188 SBLK STAR BULK CARRIERS CORP. Industrials 54,155.0 $1.4M 0.03% -2K -3.8% $24.97 +24.6%
189 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 4,208.0 $1.3M 0.03% -2K -31.4% $317.51 -7.9%
190 NKE NIKE INC Consumer Cyclical 31,654.0 $1.3M 0.03% -704.0 -2.2% $41.05 -3.8%
191 ITW ILLINOIS TOOL WKS INC Industrials 4,768.0 $1.3M 0.03% -4K -44.0% $270.46 +4.1%
192 IWO ISHARES TR 3,267.0 $1.3M 0.03% -5K -59.4% $393.99 -2.1%
193 BA BOEING CO Industrials 5,872.0 $1.3M 0.02% -2K -20.6% $216.46 -2.5%
194 PUT STATE STR SPDR S&P 500 ETF T 1,700.0 $1.3M 0.02% -5K -74.2% $746.77
195 GRMN GARMIN LTD Technology 5,112.0 $1.2M 0.02% -263.0 -4.9% $237.54 +21.5%
196 IXN ISHARES TR 8,184.0 $1.2M 0.02% -10K -54.0% $144.48 -4.3%
197 SYY SYSCO CORP Consumer Defensive 14,120.0 $1.2M 0.02% -4K -21.2% $83.58 -0.1%
198 GXO GXO LOGISTICS INCORPORATED Industrials 23,132.0 $1.2M 0.02% -10K -29.4% $50.70 -6.5%
199 XPO XPO INC Industrials 5,702.0 $1.2M 0.02% -9K -61.0% $205.29 -6.5%
200 IEUR ISHARES TR 15,390.0 $1.2M 0.02% -510.0 -3.2% $75.17 +4.8%
Page 10 of 19  ·  369 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%