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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 4 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM INTERNATIONAL BUSINESS MACHS Technology 28,576.0 $8.0M 0.15% -28K -49.6% $281.21 -16.7%
62 VHT VANGUARD WORLD FD 26,641.0 $8.0M 0.15% -3K -11.4% $299.01 +10.0%
63 COF CAPITAL ONE FINL CORP Financial Services 39,553.0 $7.9M 0.15% -5K -11.0% $200.62 +7.8%
64 PYLD PIMCO ETF TR 282,691.0 $7.5M 0.14% -53K -15.8% $26.52 -0.8%
65 MGMT UNIFIED SER TR 145,061.0 $7.4M 0.14% -4K -2.5% $50.96 +0.7%
66 WMT WALMART INC Consumer Defensive 62,787.0 $7.1M 0.14% -44K -41.0% $113.26 -7.0%
67 LHX L3HARRIS TECHNOLOGIES INC Industrials 23,099.0 $6.7M 0.13% -2K -6.1% $290.59 -9.8%
68 ABT ABBOTT LABORATORIES Healthcare 73,520.0 $6.7M 0.13% -156K -67.9% $90.74 +28.0%
69 KMI KINDER MORGAN INC DEL Energy 206,278.0 $6.6M 0.13% -31K -13.1% $31.97 -3.2%
70 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 9,354.0 $6.6M 0.13% -2K -20.1% $703.32 -1.3%
71 IJR ISHARES TR 43,789.0 $6.5M 0.12% -2K -5.3% $148.31 -1.1%
72 AIRR FIRST TR EXCHANGE TRADED FD 48,207.0 $6.4M 0.12% -5K -9.5% $133.25 -16.5%
73 ITOT ISHARES TR 39,039.0 $6.4M 0.12% -4K -8.8% $164.27 +2.2%
74 ANET ARISTA NETWORKS INC Technology 37,739.0 $6.4M 0.12% -14K -27.1% $169.88 +12.4%
75 BLK BLACKROCK INC Financial Services 6,393.0 $6.1M 0.12% -1K -14.5% $961.53 +22.4%
76 EQIX EQUINIX INC Real Estate 5,722.0 $6.0M 0.11% -193.0 -3.3% $1042.38 +3.0%
77 PSX PHILLIPS 66 Energy 34,804.0 $5.9M 0.11% -12K -25.4% $169.05 +40.1%
78 QCOM QUALCOMM INC Technology 31,775.0 $5.9M 0.11% -50K -61.0% $184.79 -13.1%
79 AEP AMERICAN ELEC PWR CO INC Utilities 42,412.0 $5.8M 0.11% -3K -6.4% $136.81 -10.3%
80 MDT MEDTRONIC PLC Healthcare 72,552.0 $5.7M 0.11% -133K -64.7% $78.23 +16.5%
Page 4 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%