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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 5 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IHI ISHARES TR 27,515.0 $1.7M 0.03% -145.0 -0.5% $62.15 -19.9%
82 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 6,131.0 $1.7M 0.03% -7K -52.0% $278.91 -6.7%
83 VYM VANGUARD WHITEHALL FDS 11,819.0 $1.7M 0.03% -2K -11.3% $143.52 +9.1%
84 C CITIGROUP INC Financial Services 14,296.0 $1.7M 0.03% -3K -15.9% $116.69 +4.9%
85 QVCGA QVC GROUP INC Consumer Cyclical 154,411.0 $1.6M 0.03% -10K -6.1% $10.46 -96.7%
86 BA BOEING CO Industrials 7,400.0 $1.6M 0.03% -3K -28.2% $217.12 +1.6%
87 DUK DUKE ENERGY CORP NEW Utilities 13,552.0 $1.6M 0.03% -3K -18.0% $117.21 +3.2%
88 DOCU DOCUSIGN INC Technology 23,108.0 $1.6M 0.03% -712.0 -3.0% $68.40 -30.2%
89 ENB ENBRIDGE INC Energy 33,019.0 $1.6M 0.03% -886.0 -2.6% $47.83 +15.6%
90 MDLZ MONDELEZ INTL INC Consumer Defensive 27,633.0 $1.5M 0.03% -6K -16.8% $54.12 +11.7%
91 SNOW SNOWFLAKE INC Technology 6,782.0 $1.5M 0.03% -3K -30.8% $219.36 -28.2%
92 PRU PRUDENTIAL FINL INC Financial Services 12,943.0 $1.5M 0.03% -222.0 -1.7% $112.88 -9.7%
93 MTRN MATERION CORP Basic Materials 11,300.0 $1.4M 0.03% -255.0 -2.2% $124.32 +64.9%
94 XEL XCEL ENERGY INC Utilities 18,819.0 $1.4M 0.03% -1K -5.9% $73.86 +5.5%
95 MELI MERCADOLIBRE INC Consumer Cyclical 686.0 $1.4M 0.03% -3K -78.9% $2014.26 -23.2%
96 SYY SYSCO CORP Consumer Defensive 17,910.0 $1.3M 0.02% -414.0 -2.3% $73.69 -1.5%
97 SHYD VANECK ETF TRUST 55,926.0 $1.3M 0.02% -243K -81.3% $22.91 -1.4%
98 TRIP TRIPADVISOR INC Consumer Cyclical 86,030.0 $1.3M 0.02% -4K -4.0% $14.56 -35.0%
99 DEO DIAGEO PLC Consumer Defensive 14,473.0 $1.2M 0.02% -3K -17.3% $86.27 -5.3%
100 SKYY FIRST TR EXCHANGE TRADED FD 9,494.0 $1.2M 0.02% -232.0 -2.4% $130.08 -0.6%
Page 5 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%