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Portfolio (Quarterly) Guide ↗

Dakota Wealth Management

· CIK 0001631353
13F Portfolio $5.6B AUM 777 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 183 New 303 Added 198 Reduced 52 Exited
Page 3 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VGT VANGUARD WORLD FD 6,871.0 $5.2M 0.09% -670.0 -8.9% $753.81 -85.1%
42 GM GENERAL MTRS CO Consumer Cyclical 61,792.0 $5.0M 0.09% -2K -2.8% $81.32 -7.9%
43 VPU VANGUARD WORLD FD 26,804.0 $5.0M 0.09% -533.0 -1.9% $185.04 +2.9%
44 EQIX EQUINIX INC Real Estate 5,915.0 $4.5M 0.08% -262.0 -4.2% $766.16 +38.3%
45 COP CONOCOPHILLIPS Energy 48,108.0 $4.5M 0.08% -7K -12.6% $93.61 +30.8%
46 BDX BECTON DICKINSON & CO Healthcare 22,571.0 $4.4M 0.08% -484.0 -2.1% $194.07 -26.7%
47 HSY HERSHEY CO Consumer Defensive 23,730.0 $4.3M 0.08% -5K -16.8% $181.98 +2.7%
48 OEF ISHARES TR 12,414.0 $4.3M 0.08% -1K -9.2% $342.98 +7.5%
49 IWB ISHARES TR 11,104.0 $4.1M 0.07% -277.0 -2.4% $373.44 +7.7%
50 SBUX STARBUCKS CORP Consumer Cyclical 48,563.0 $4.1M 0.07% -1K -2.6% $84.21 +26.8%
51 AJG GALLAGHER ARTHUR J & CO Financial Services 14,883.0 $3.9M 0.07% -16K -51.5% $258.80 -20.0%
52 SYK STRYKER CORPORATION Healthcare 10,889.0 $3.8M 0.07% -2K -17.2% $351.76 -12.8%
53 XLP SELECT SECTOR SPDR TR 49,178.0 $3.8M 0.07% -432.0 -0.9% $77.68 +10.6%
54 IJH ISHARES TR 56,756.0 $3.7M 0.07% -4K -6.1% $66.00 +9.3%
55 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 60,955.0 $3.5M 0.06% -3K -5.1% $57.49 +40.7%
56 PM PHILIP MORRIS INTL INC Consumer Defensive 20,721.0 $3.3M 0.06% -7K -25.4% $160.43 +18.2%
57 AOR ISHARES TR 50,224.0 $3.3M 0.06% -3K -6.4% $65.01 +4.9%
58 IDXX IDEXX LABS INC Healthcare 4,154.0 $2.8M 0.05% -89.0 -2.1% $676.53 -21.8%
59 MKC MCCORMICK & CO INC Consumer Defensive 40,951.0 $2.8M 0.05% -2K -5.0% $68.11 -31.9%
60 APLE APPLE HOSPITALITY REIT INC Real Estate 233,978.0 $2.8M 0.05% -26K -10.1% $11.85 +18.9%
Page 3 of 10  ·  198 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 48.2%
Financial Services 15.7%
Industrials 6.9%
Communication Services 6.9%
Healthcare 6.6%
Consumer Cyclical 6.5%
Consumer Defensive 3.3%
Energy 2.7%
Utilities 1.3%
Basic Materials 1.2%