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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 10 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SCHV SCHWAB STRATEGIC TR 160,365.0 $4.7M 0.08% +2K +1.6% $29.61 +10.2%
182 CCJ CAMECO CORP Energy 51,799.0 $4.7M 0.08% +19K +55.9% $91.49 +14.9%
183 CMCSA COMCAST CORP NEW Communication Services 155,501.0 $4.6M 0.08% +12K +8.4% $29.89 -16.6%
184 JCI JOHNSON CTLS INTL PLC Industrials 38,407.0 $4.6M 0.08% +9K +31.5% $119.78 +19.5%
185 EQIX EQUINIX INC Real Estate 5,915.0 $4.5M 0.08% -262.0 -4.2% $766.16 +38.3%
186 COP CONOCOPHILLIPS Energy 48,108.0 $4.5M 0.08% -7K -12.6% $93.61 +30.8%
187 PUT SPDR S&P 500 ETF TR 6,600.0 $4.5M 0.08% NEW $681.92
188 VTES VANGUARD WELLINGTON FD 44,079.0 $4.5M 0.08% +9K +26.1% $101.58 -0.8%
189 ED CONSOLIDATED EDISON INC Utilities 45,036.0 $4.5M 0.08% +22K +96.0% $99.32 +6.1%
190 FTCS FIRST TR EXCHANGE-TRADED FD 47,526.0 $4.4M 0.08% NEW $92.51 +1.5%
191 CRWD CROWDSTRIKE HLDGS INC Technology 9,359.0 $4.4M 0.08% +234.0 +2.6% $468.77 +26.7%
192 BDX BECTON DICKINSON & CO Healthcare 22,571.0 $4.4M 0.08% -484.0 -2.1% $194.07 -26.7%
193 HSY HERSHEY CO Consumer Defensive 23,730.0 $4.3M 0.08% -5K -16.8% $181.98 +2.7%
194 OEF ISHARES TR 12,414.0 $4.3M 0.08% -1K -9.2% $342.98 +7.5%
195 APH AMPHENOL CORP NEW Technology 31,375.0 $4.2M 0.07% +8K +33.8% $135.16 -9.9%
196 IWB ISHARES TR 11,104.0 $4.1M 0.07% -277.0 -2.4% $373.44 +7.7%
197 VXF VANGUARD INDEX FDS 19,828.0 $4.1M 0.07% +813.0 +4.3% $209.12 +7.1%
198 ULTA ULTA BEAUTY INC Consumer Cyclical 6,825.0 $4.1M 0.07% +5K +198.6% $605.01 -18.3%
199 SBUX STARBUCKS CORP Consumer Cyclical 48,563.0 $4.1M 0.07% -1K -2.6% $84.21 +26.8%
200 SCHB SCHWAB STRATEGIC TR 151,000.0 $4.0M 0.07% +132K +710.4% $26.23 +8.2%
Page 10 of 39  ·  777 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%