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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 21 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MSCI MSCI INC Financial Services 2,159.0 $1.2M 0.02% +26.0 +1.2% $560.10 +0.7%
402 IXN ISHARES TR 8,184.0 $1.2M 0.02% -10K -54.0% $144.48 -4.0%
403 SYY SYSCO CORP Consumer Defensive 14,120.0 $1.2M 0.02% -4K -21.2% $83.58 -0.4%
404 GXO GXO LOGISTICS INCORPORATED Industrials 23,132.0 $1.2M 0.02% -10K -29.4% $50.70 -5.3%
405 XPO XPO INC Industrials 5,702.0 $1.2M 0.02% -9K -61.0% $205.29 -6.2%
406 IEUR ISHARES TR 15,390.0 $1.2M 0.02% -510.0 -3.2% $75.17 +4.4%
407 MYN BLACKROCK MUNIYIELD N Y QUAL Financial Services 113,262.0 $1.1M 0.02% +76K +207.7% $10.15 -4.0%
408 VLO VALERO ENERGY CORP Energy 4,346.0 $1.1M 0.02% -31K -87.8% $260.42 +33.6%
409 BSV VANGUARD BD INDEX FDS 14,454.0 $1.1M 0.02% -4K -22.3% $77.91 -0.3%
410 FIX COMFORT SYS USA INC Industrials 568.0 $1.1M 0.02% NEW $1981.95 -18.5%
411 VANGUARD MUN BD FDS 14,700.0 $1.1M 0.02% +6K +67.0% $76.40
412 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 54,052.0 $1.1M 0.02% +11K +26.1% $20.56 +1.4%
413 PH PARKER-HANNIFIN CORP Industrials 1,116.0 $1.1M 0.02% +150.0 +15.5% $977.75 +6.3%
414 AXON AXON ENTERPRISE INC Industrials 1,935.0 $1.1M 0.02% $560.61 +8.4%
415 KTF DWS MUN INCOME TR Financial Services 117,161.0 $1.1M 0.02% -6K -4.5% $9.20 -4.2%
416 AMT AMERICAN TOWER CORP Real Estate 6,546.0 $1.1M 0.02% +3K +82.7% $163.56 +7.4%
417 PIONEER ACQUISITION I CORP 104,100.0 $1.1M 0.02% -5K -4.5% $10.23
418 SCHF SCHWAB STRATEGIC TR 37,879.0 $1.0M 0.02% $27.70 +2.7%
419 MELI MERCADOLIBRE INC Consumer Cyclical 617.0 $1.0M 0.02% -69.0 -10.1% $1697.39 +14.9%
420 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 44,373.0 $1.0M 0.02% +6K +17.1% $23.58 +7.8%
Page 21 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%