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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 2 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 133,920.0 $47.0M 0.83% -4K -2.6% $350.71 -7.1%
22 GOOG ALPHABET INC Communication Services 149,404.0 $46.9M 0.83% -6K -4.1% $313.80 +25.3%
23 COST COSTCO WHSL CORP NEW Consumer Defensive 51,046.0 $44.0M 0.78% -2K -3.9% $862.34 +21.6%
24 XLF SELECT SECTOR SPDR TR 755,675.0 $41.4M 0.73% +5K +0.7% $54.77 -5.5%
25 IWM ISHARES TR 165,963.0 $40.9M 0.72% $246.16 +12.1%
26 XOM EXXON MOBIL CORP Energy 336,114.0 $40.4M 0.72% +74K +28.4% $120.34 +31.2%
27 CSCO CISCO SYS INC Technology 523,846.0 $40.4M 0.72% +83K +18.8% $77.03 +53.5%
28 SPYV SPDR SERIES TRUST 688,529.0 $39.1M 0.69% +60K +9.5% $56.81 +6.1%
29 EA SERIES TRUST 1,422,794.0 $37.9M 0.67% +47K +3.4% $26.64
30 XLK SELECT SECTOR SPDR TR 261,849.0 $37.7M 0.67% +135K +106.7% $143.97 +21.1%
31 BERKSHIRE HATHAWAY INC DEL 71,489.0 $35.9M 0.64% +7K +11.6% $502.65
32 IWR ISHARES TR 370,981.0 $35.7M 0.63% -4K -1.2% $96.27 +7.7%
33 SPYG SPDR SERIES TRUST 333,250.0 $35.6M 0.63% +11K +3.5% $106.70 +10.2%
34 VTV VANGUARD INDEX FDS 183,226.0 $35.0M 0.62% +93K +103.2% $190.99 +8.6%
35 CAT CATERPILLAR INC Industrials 59,590.0 $34.1M 0.61% -4K -7.0% $572.87 +50.8%
36 SHY ISHARES TR 395,814.0 $32.8M 0.58% +63K +18.8% $82.82 -0.9%
37 LLY ELI LILLY & CO Healthcare 30,187.0 $32.4M 0.58% -3K -9.1% $1074.67 -6.3%
38 TJX TJX COS INC NEW Consumer Cyclical 206,621.0 $31.7M 0.56% +73K +54.8% $153.61 -4.0%
39 NFLX NETFLIX INC Communication Services 316,072.0 $29.6M 0.53% +282K +836.1% $93.76 -7.2%
40 J P MORGAN EXCHANGE TRADED F 585,556.0 $29.6M 0.53% +130K +28.6% $50.59
Page 2 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%