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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 9 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 URI UNITED RENTALS INC Industrials 1,623.0 $1.8M 0.04% -636.0 -28.1% $1132.89 -6.6%
162 VV VANGUARD INDEX FDS 5,308.0 $1.8M 0.04% -289.0 -5.2% $343.91 +2.5%
163 GPN GLOBAL PMTS INC Industrials 25,122.0 $1.8M 0.04% -9K -27.4% $72.56 +28.6%
164 KNF KNIFE RIVER CORP Basic Materials 21,249.0 $1.8M 0.03% -110.0 -0.5% $83.65 -20.6%
165 SCHO SCHWAB STRATEGIC TR 73,100.0 $1.8M 0.03% -63K -46.2% $24.14 -0.1%
166 SCHM SCHWAB STRATEGIC TR 47,712.0 $1.8M 0.03% -69K -59.2% $36.87 -2.4%
167 STRL STERLING INFRASTRUCTURE INC Industrials 2,077.0 $1.7M 0.03% -2K -51.1% $839.36 -41.8%
168 WPM WHEATON PRECIOUS METALS CORP Basic Materials 15,466.0 $1.7M 0.03% -4K -22.5% $112.32 +39.1%
169 ISRG INTUITIVE SURGICAL INC Healthcare 4,331.0 $1.7M 0.03% -2K -30.2% $397.68 -7.4%
170 ENB ENBRIDGE INC Energy 31,465.0 $1.7M 0.03% -2K -4.7% $54.21 -7.0%
171 QDPL PACER FDS TR 37,804.0 $1.7M 0.03% -29K -43.8% $45.07 +2.8%
172 FPE FIRST TR EXCH TRADED FD III 95,233.0 $1.7M 0.03% -222K -70.0% $17.88 -1.1%
173 VOX VANGUARD WORLD FD 9,079.0 $1.7M 0.03% -1K -10.2% $183.95 +2.1%
174 GBCI GLACIER BANCORP INC NEW Financial Services 32,070.0 $1.7M 0.03% -541.0 -1.7% $51.58 -7.9%
175 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,218.0 $1.6M 0.03% -6K -57.6% $370.62 -3.3%
176 MTRN MATERION CORP Basic Materials 5,197.0 $1.5M 0.03% -6K -54.0% $297.39 -20.3%
177 VPL VANGUARD INTL EQUITY INDEX F 13,150.0 $1.5M 0.03% -506.0 -3.7% $115.69 -0.3%
178 MKC MCCORMICK & CO INC Consumer Defensive 29,373.0 $1.5M 0.03% -12K -28.3% $50.42 +7.8%
179 ARW ARROW ELECTRS INC Technology 6,778.0 $1.4M 0.03% -3K -27.6% $213.41 -3.9%
180 TEL TE CONNECTIVITY PLC Technology 7,154.0 $1.4M 0.03% -4K -33.7% $201.61 +1.2%
Page 9 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%