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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 18 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CRUS CIRRUS LOGIC INC Technology 11,645.0 $1.4M 0.02% NEW $118.50 +35.8%
342 IWD ISHARES TR 6,511.0 $1.4M 0.02% +2K +35.5% $210.33 +10.6%
343 NDSN NORDSON CORP Industrials 5,656.0 $1.4M 0.02% NEW $240.43 +13.6%
344 AMLP ALPS ETF TR 28,896.0 $1.4M 0.02% NEW $47.02 +16.2%
345 NTRA NATERA INC Healthcare 5,921.0 $1.4M 0.02% NEW $229.09 -15.1%
346 MDU MDU RES GROUP INC Industrials 68,335.0 $1.3M 0.02% +5K +8.3% $19.65 +14.2%
347 SYY SYSCO CORP Consumer Defensive 17,910.0 $1.3M 0.02% -414.0 -2.3% $73.69 +2.3%
348 SDY SPDR SERIES TRUST 9,476.0 $1.3M 0.02% $139.16 +6.6%
349 STRL STERLING INFRASTRUCTURE INC Industrials 4,251.0 $1.3M 0.02% NEW $306.23 +142.0%
350 ROST ROSS STORES INC Consumer Cyclical 7,182.0 $1.3M 0.02% NEW $180.14 +18.3%
351 SHYD VANECK ETF TRUST 55,926.0 $1.3M 0.02% -243K -81.3% $22.91 -1.5%
352 DVY ISHARES TR 9,066.0 $1.3M 0.02% +832.0 +10.1% $141.14 +8.3%
353 TER TERADYNE INC Technology 6,610.0 $1.3M 0.02% +598.0 +9.9% $193.57 +66.3%
354 BLACKROCK MUNIVEST FD INC 183,703.0 $1.3M 0.02% $6.93
355 FIVE FIVE BELOW INC Consumer Cyclical 6,727.0 $1.3M 0.02% NEW $188.36 +15.0%
356 TRIP TRIPADVISOR INC Consumer Cyclical 86,030.0 $1.3M 0.02% -4K -4.0% $14.56 -36.2%
357 ROKU ROKU INC Communication Services 11,545.0 $1.3M 0.02% +1K +9.7% $108.49 +10.7%
358 ASML ASML HOLDING N V Technology 1,167.0 $1.2M 0.02% +97.0 +9.1% $1069.95 +37.5%
359 DEO DIAGEO PLC Consumer Defensive 14,473.0 $1.2M 0.02% -3K -17.3% $86.27 -2.2%
360 GOVT ISHARES TR 54,030.0 $1.2M 0.02% NEW $23.03 -2.3%
Page 18 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%