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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 · All 129 New 216 Added 369 Reduced
Page 7 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ZTS ZOETIS INC Healthcare 41,774.0 $3.0M 0.06% -6K -12.2% $71.86 +8.6%
122 TXN TEXAS INSTRS INC Technology 10,063.0 $3.0M 0.06% -5K -31.7% $298.06 -11.9%
123 ACN ACCENTURE PLC IRELAND Technology 23,831.0 $3.0M 0.06% -6K -21.2% $124.44 +46.2%
124 APP APPLOVIN CORP Technology 5,485.0 $2.8M 0.05% -5K -48.5% $515.26 -40.0%
125 JEPI J P MORGAN EXCHANGE TRADED F 49,115.0 $2.8M 0.05% -9K -15.0% $56.48 +2.9%
126 BDX BECTON DICKINSON & CO Healthcare 17,716.0 $2.7M 0.05% -5K -21.5% $151.33 +25.6%
127 BILS SPDR SERIES TRUST 26,391.0 $2.6M 0.05% -6K -17.8% $99.38 +0.0%
128 SCHE SCHWAB STRATEGIC TR 72,317.0 $2.6M 0.05% -32K -30.5% $36.26 +2.3%
129 SCHW SCHWAB CHARLES CORP Financial Services 28,405.0 $2.6M 0.05% -9K -24.4% $92.27 +18.5%
130 AEE AMEREN CORP Utilities 22,947.0 $2.6M 0.05% -196.0 -0.8% $113.04 -4.8%
131 VTEB VANGUARD MUN BD FDS 50,923.0 $2.6M 0.05% -18K -26.2% $50.58 -2.1%
132 PNOV INNOVATOR ETFS TRUST 56,162.0 $2.5M 0.05% -5K -8.3% $44.35 +2.1%
133 D DOMINION ENERGY INC Utilities 36,090.0 $2.5M 0.05% -6K -15.1% $68.29 -1.9%
134 LOW LOWES COS INC Consumer Cyclical 10,847.0 $2.4M 0.05% -4K -28.6% $220.49 -3.9%
135 VWO VANGUARD INTL EQUITY INDEX F 39,866.0 $2.4M 0.04% -3K -7.8% $59.69 +1.7%
136 RSPU INVESCO EXCHANGE TRADED FD T 29,201.0 $2.4M 0.04% -3K -10.4% $81.13 -4.6%
137 MUC BLACKROCK MUNIHLDNGS CALI Financial Services 213,962.0 $2.4M 0.04% -21K -8.9% $10.99 -3.4%
138 SCHA SCHWAB STRATEGIC TR 64,015.0 $2.3M 0.04% -3K -4.7% $36.13 -4.0%
139 NEM NEWMONT CORP Basic Materials 24,330.0 $2.3M 0.04% -213K -89.8% $93.40 +41.4%
140 PM PHILIP MORRIS INTL INC Consumer Defensive 12,545.0 $2.3M 0.04% -8K -39.5% $180.91 +7.4%
Page 7 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%