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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 5 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MPC MARATHON PETE CORP Energy 22,196.0 $5.7M 0.11% -2K -6.4% $255.67 +40.3%
82 USMV ISHARES TR 58,525.0 $5.6M 0.11% -2K -3.2% $96.46 +5.1%
83 XLY SELECT SECTOR SPDR TR 47,957.0 $5.6M 0.11% -1K -3.0% $117.28 +0.6%
84 KORP AMERICAN CENTY ETF TR 119,887.0 $5.6M 0.11% -15K -11.1% $46.85 -1.7%
85 KO COCA COLA CO Consumer Defensive 68,178.0 $5.5M 0.11% -15K -18.5% $81.27 +13.1%
86 CORP PIMCO ETF TR 55,926.0 $5.4M 0.10% -4K -6.6% $96.90 -1.6%
87 GILD GILEAD SCIENCES INC Healthcare 41,150.0 $5.2M 0.10% -2K -3.9% $126.34 +17.3%
88 RTX RTX CORPORATION Industrials 26,880.0 $5.1M 0.10% -2K -6.9% $189.73 +10.6%
89 SBUX STARBUCKS CORP Consumer Cyclical 48,036.0 $4.9M 0.09% -527.0 -1.1% $102.19 +3.7%
90 CLOI VANECK ETF TRUST 89,400.0 $4.7M 0.09% -1K -1.3% $52.95 -0.0%
91 COP CONOCOPHILLIPS Energy 45,399.0 $4.7M 0.09% -3K -5.6% $103.96 +27.5%
92 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 17,948.0 $4.7M 0.09% -4K -19.0% $261.37 +32.8%
93 VXF VANGUARD INDEX FDS 19,049.0 $4.7M 0.09% -779.0 -3.9% $246.21 -1.1%
94 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 50,106.0 $4.6M 0.09% -86K -63.1% $92.09 -1.6%
95 VPU VANGUARD WORLD FD 23,185.0 $4.5M 0.09% -4K -13.5% $195.73 -4.2%
96 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 58,262.0 $4.5M 0.09% -3K -4.4% $76.40 +2.9%
97 OEF ISHARES TR 11,916.0 $4.4M 0.08% -498.0 -4.0% $365.86 +3.2%
98 GM GENERAL MTRS CO Consumer Cyclical 55,179.0 $4.3M 0.08% -7K -10.7% $77.08 +12.6%
99 VTES VANGUARD WELLINGTON FD 41,779.0 $4.2M 0.08% -2K -5.2% $101.31 -0.4%
100 SCHB SCHWAB STRATEGIC TR 143,620.0 $4.2M 0.08% -7K -4.9% $28.96 +2.1%
Page 5 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%