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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 12 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 APTIV PLC 15,395.0 $945K 0.02% -7K -31.5% $61.38
222 SHYD VANECK ETF TRUST 40,918.0 $937K 0.02% -15K -26.8% $22.90 -0.8%
223 DFAT DIMENSIONAL ETF TRUST 13,398.0 $937K 0.02% -2K -13.4% $69.90 +1.9%
224 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 7,230.0 $929K 0.02% -1K -15.4% $128.55 +3.4%
225 REGN REGENERON PHARMACEUTICALS Healthcare 1,466.0 $914K 0.02% -2K -53.1% $623.55 +33.7%
226 TRIP TRIPADVISOR INC Consumer Cyclical 66,471.0 $911K 0.02% -20K -22.7% $13.71 -26.4%
227 PRU PRUDENTIAL FINL INC Financial Services 8,238.0 $889K 0.02% -5K -36.4% $107.93 +11.3%
228 VGK VANGUARD INTL EQUITY INDEX F 10,020.0 $887K 0.02% -595.0 -5.6% $88.54 +5.3%
229 CW CURTISS WRIGHT CORP Industrials 1,170.0 $887K 0.02% -1K -47.1% $757.76 -19.5%
230 MTUM ISHARES TR 2,574.0 $882K 0.02% -480.0 -15.7% $342.83 -11.8%
231 PNC PNC FINL SVCS GROUP INC Financial Services 3,551.0 $874K 0.02% -243.0 -6.4% $246.25 -0.9%
232 MICROCHIP TECHNOLOGY INC. 11,060.0 $848K 0.02% -2K -16.4% $76.71
233 SLM SLM CORP Financial Services 32,591.0 $845K 0.02% -4K -10.7% $25.94 +2.0%
234 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 28,040.0 $845K 0.02% -8K -23.0% $30.14 +1.1%
235 KNTK KINETIK HOLDINGS INC Energy 17,035.0 $823K 0.02% -3K -13.5% $48.34 +12.2%
236 ULTA ULTA BEAUTY INC Consumer Cyclical 1,826.0 $823K 0.02% -5K -73.2% $450.88 +19.1%
237 EWBC EAST WEST BANCORP INC Financial Services 6,364.0 $822K 0.02% -352.0 -5.2% $129.09 +0.3%
238 VMI VALMONT INDS INC Industrials 1,399.0 $808K 0.01% -46.0 -3.2% $577.60 -18.1%
239 ORIQ ORIGIN INVT CORP I Financial Services 78,325.0 $808K 0.01% -3K -4.0% $10.31 +0.4%
240 PCAR PACCAR INC Industrials 6,691.0 $804K 0.01% -372.0 -5.3% $120.12 +7.6%
Page 12 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%