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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 23 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MCK MCKESSON CORP Healthcare 1,015.0 $833K 0.01% +258.0 +34.1% $820.40 -5.4%
442 NUKZ EXCHANGE TRADED CONCEPTS TRU 13,052.0 $829K 0.01% NEW $63.50 +5.7%
443 ORIQ ORIGIN INVT CORP I Financial Services 81,550.0 $824K 0.01% +7K +10.0% $10.11 +1.7%
444 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 42,877.0 $823K 0.01% NEW $19.20 +3.9%
445 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 11,922.0 $815K 0.01% $68.36 -12.8%
446 WFC WELLS FARGO CO NEW Financial Services 8,702.0 $811K 0.01% +492.0 +6.0% $93.20 -20.2%
447 POCT INNOVATOR ETFS TRUST 18,434.0 $810K 0.01% +2K +11.8% $43.92 +4.2%
448 PAGP PLAINS GP HLDGS L P Energy 42,295.0 $810K 0.01% -2K -5.3% $19.14 +29.9%
449 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 8,550.0 $809K 0.01% -465.0 -5.2% $94.62 +14.7%
450 ASTS AST SPACEMOBILE INC Technology 10,939.0 $794K 0.01% NEW $72.63 +21.3%
451 PSTL POSTAL REALTY TRUST INC Real Estate 49,168.0 $794K 0.01% -1K -2.3% $16.14 +44.0%
452 PNC PNC FINL SVCS GROUP INC Financial Services 3,794.0 $792K 0.01% +2K +105.5% $208.71 +2.4%
453 CLX CLOROX CO DEL Consumer Defensive 7,800.0 $786K 0.01% -3K -27.2% $100.83 -8.2%
454 DGII DIGI INTL INC Technology 18,109.0 $784K 0.01% NEW $43.29 +44.4%
455 QQQM INVESCO EXCH TRADED FD TR II 3,098.0 $784K 0.01% +489.0 +18.7% $252.95 +14.2%
456 PCAR PACCAR INC Industrials 7,063.0 $783K 0.01% +340.0 +5.1% $110.84 +0.8%
457 IVW ISHARES TR 6,325.0 $780K 0.01% +924.0 +17.1% $123.26 +9.1%
458 AFL AFLAC INC Financial Services 7,068.0 $779K 0.01% +3K +61.4% $110.28 +7.4%
459 PUT MICROSOFT CORP 1,600.0 $774K 0.01% NEW $483.62
460 MICROCHIP TECHNOLOGY INC. 13,225.0 $771K 0.01% -775.0 -5.5% $58.28
Page 23 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%