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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 10 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KORP AMERICAN CENTY ETF TR 119,887.0 $5.6M 0.11% -15K -11.1% $46.85 -1.5%
182 SJM SMUCKER J M CO Consumer Defensive 49,711.0 $5.6M 0.11% NEW $112.50 +11.5%
183 LH LABCORP HOLDINGS INC Healthcare 19,879.0 $5.6M 0.11% +7K +52.7% $280.00 +20.6%
184 KO COCA COLA CO Consumer Defensive 68,178.0 $5.5M 0.11% -15K -18.5% $81.27 +12.8%
185 CORP PIMCO ETF TR 55,926.0 $5.4M 0.10% -4K -6.6% $96.90 -1.4%
186 GILD GILEAD SCIENCES INC Healthcare 41,150.0 $5.2M 0.10% -2K -3.9% $126.34 +17.8%
187 RTX RTX CORPORATION Industrials 26,880.0 $5.1M 0.10% -2K -6.9% $189.73 +10.8%
188 YUM YUM BRANDS INC Consumer Cyclical 30,892.0 $4.9M 0.09% +11K +53.7% $159.86 -2.2%
189 SBUX STARBUCKS CORP Consumer Cyclical 48,036.0 $4.9M 0.09% -527.0 -1.1% $102.19 +3.5%
190 CLOI VANECK ETF TRUST 89,400.0 $4.7M 0.09% -1K -1.3% $52.95 +0.0%
191 COP CONOCOPHILLIPS Energy 45,399.0 $4.7M 0.09% -3K -5.6% $103.96 +26.8%
192 PAYX PAYCHEX INC Industrials 47,839.0 $4.7M 0.09% +46K +2415.2% $98.33 +27.1%
193 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 17,948.0 $4.7M 0.09% -4K -19.0% $261.37 +32.7%
194 VXF VANGUARD INDEX FDS 19,049.0 $4.7M 0.09% -779.0 -3.9% $246.21 -0.9%
195 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 50,106.0 $4.6M 0.09% -86K -63.1% $92.09 -1.9%
196 FMTM EA SERIES TRUST 104,181.0 $4.5M 0.09% +9K +9.3% $43.64 -11.6%
197 VPU VANGUARD WORLD FD 23,185.0 $4.5M 0.09% -4K -13.5% $195.73 -4.3%
198 AMCOR PLC 103,933.0 $4.5M 0.09% NEW $43.35
199 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 58,262.0 $4.5M 0.09% -3K -4.4% $76.40 +3.6%
200 IJH ISHARES TR 57,324.0 $4.4M 0.08% +568.0 +1.0% $77.11 -1.3%
Page 10 of 39  ·  776 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%