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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 12 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BTT BLACKROCK MUN TARGET TERM TR Financial Services 166,660.0 $3.8M 0.07% +34K +26.0% $22.75 -0.8%
222 EVSD MORGAN STANLEY ETF TRUST 74,239.0 $3.8M 0.07% NEW $50.86 +0.1%
223 UPS UNITED PARCEL SVCS INC Industrials 34,194.0 $3.7M 0.07% +24K +237.2% $107.50 -1.7%
224 IESC IES HOLDINGS INC Industrials 5,000.0 $3.7M 0.07% +2K +91.1% $734.66 -54.8%
225 EXPD EXPEDITORS INTL WASH INC Industrials 22,243.0 $3.6M 0.07% +6K +37.1% $162.98 +16.7%
226 IEF ISHARES TR 37,946.0 $3.6M 0.07% +7K +21.4% $94.57 -1.3%
227 RSG REPUBLIC SVCS INC Industrials 16,698.0 $3.6M 0.07% -889.0 -5.0% $213.08 +4.3%
228 QUAL ISHARES TR 16,168.0 $3.5M 0.07% -498.0 -3.0% $219.43 +2.0%
229 ONTO ONTO INNOVATION INC Technology 9,222.0 $3.5M 0.07% +5K +141.1% $378.45 -22.9%
230 SLB SLB LIMITED Energy 74,946.0 $3.5M 0.07% +64K +572.2% $46.51 +15.3%
231 SHYG ISHARES TR 81,927.0 $3.5M 0.07% NEW $42.41 -0.2%
232 VIKING HOLDINGS LTD 33,131.0 $3.5M 0.07% +6K +20.4% $104.67
233 CRWD CROWDSTRIKE HLDGS INC Technology 4,505.0 $3.4M 0.07% -5K -51.9% $190.79 -0.7%
234 DFSV DIMENSIONAL ETF TRUST 88,506.0 $3.4M 0.07% +23K +35.0% $38.79 +3.2%
235 AOR ISHARES TR 49,269.0 $3.4M 0.07% -955.0 -1.9% $69.50 +0.7%
236 CMCSA COMCAST CORP NEW Communication Services 137,547.0 $3.4M 0.06% -18K -11.6% $24.55 +10.7%
237 CCJ CAMECO CORP Energy 33,047.0 $3.4M 0.06% -19K -36.2% $101.86 +5.4%
238 UBER UBER TECHNOLOGIES INC Technology 46,392.0 $3.3M 0.06% -54K -53.9% $72.16 +8.7%
239 PNR PENTAIR PLC Industrials 43,575.0 $3.3M 0.06% -15K -25.0% $76.66 -18.0%
240 SLYG SPDR SERIES TRUST 27,650.0 $3.3M 0.06% NEW $119.13 -2.9%
Page 12 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%