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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 13 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 QQQM INVESCO EXCH TRADED FD TR II 2,647.0 $802K 0.01% -451.0 -14.6% $303.01 -3.4%
242 PSTL POSTAL REALTY TRUST INC Real Estate 31,767.0 $783K 0.01% -17K -35.4% $24.64 -5.0%
243 DOCU DOCUSIGN INC Technology 17,563.0 $780K 0.01% -6K -24.0% $44.42 +36.3%
244 T AT&T INC Communication Services 36,922.0 $764K 0.01% -7K -16.8% $20.70 +24.4%
245 SBRA SABRA HEALTH CARE REIT INC Real Estate 39,074.0 $762K 0.01% -7K -15.4% $19.51 +6.7%
246 NTRA NATERA INC Healthcare 2,798.0 $760K 0.01% -3K -52.7% $271.45 +24.0%
247 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,238.0 $757K 0.01% -113.0 -4.8% $338.15 -0.7%
248 FLNG FLEX LNG LTD Energy 26,485.0 $743K 0.01% -4K -12.0% $28.06 +13.8%
249 HSIC SCHEIN HENRY INC Healthcare 8,762.0 $732K 0.01% -938.0 -9.7% $83.52 +7.3%
250 DEO DIAGEO PLC Consumer Defensive 8,883.0 $714K 0.01% -6K -38.6% $80.38 +17.9%
251 AFL AFLAC INC Financial Services 6,045.0 $709K 0.01% -1K -14.5% $117.26 -0.9%
252 IJJ ISHARES TR 4,757.0 $703K 0.01% -76K -94.1% $147.74 -0.0%
253 WEC WEC ENERGY GROUP INC Utilities 6,006.0 $701K 0.01% -34.0 -0.6% $116.77 -8.6%
254 DFUV DIMENSIONAL ETF TRUST 12,673.0 $697K 0.01% -3K -16.9% $55.01 +4.2%
255 EVEREST GROUP LTD 1,902.0 $679K 0.01% -101.0 -5.0% $357.23
256 COLB COLUMBIA BKG SYS INC Financial Services 21,055.0 $675K 0.01% -4K -17.2% $32.05 -4.7%
257 CLX CLOROX CO DEL Consumer Defensive 6,985.0 $667K 0.01% -815.0 -10.4% $95.44 +9.9%
258 CRUS CIRRUS LOGIC INC Technology 4,462.0 $663K 0.01% -7K -61.7% $148.53 -25.0%
259 NOW SERVICENOW INC Technology 6,537.0 $649K 0.01% -44K -87.2% $99.28 +27.9%
260 VGSH VANGUARD SCOTTSDALE FDS 11,060.0 $644K 0.01% -2K -12.6% $58.20 -0.0%
Page 13 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%