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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 24 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SYF SYNCHRONY FINANCIAL Financial Services 11,323.0 $861K 0.02% NEW $76.05 +4.9%
462 MICROCHIP TECHNOLOGY INC. 11,060.0 $848K 0.02% -2K -16.4% $76.71
463 SLM SLM CORP Financial Services 32,591.0 $845K 0.02% -4K -10.7% $25.94 +3.2%
464 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 28,040.0 $845K 0.02% -8K -23.0% $30.14 +1.3%
465 CVLT COMMVAULT SYS INC Technology 5,946.0 $843K 0.02% +1K +32.5% $141.73 -5.2%
466 WIA WESTERN ASSET INFLT LNK INC Financial Services 103,289.0 $840K 0.02% $8.13 -2.0%
467 CIBR FIRST TR EXCHANGE-TRADED FD 9,346.0 $840K 0.02% NEW $89.85 +4.2%
468 NLR VANECK ETF TRUST 7,234.0 $839K 0.02% NEW $115.98 +6.7%
469 KNTK KINETIK HOLDINGS INC Energy 17,035.0 $823K 0.02% -3K -13.5% $48.34 +14.0%
470 ULTA ULTA BEAUTY INC Consumer Cyclical 1,826.0 $823K 0.02% -5K -73.2% $450.88 +20.5%
471 EWBC EAST WEST BANCORP INC Financial Services 6,364.0 $822K 0.02% -352.0 -5.2% $129.09 +1.0%
472 PJAN INNOVATOR ETFS TRUST 16,360.0 $810K 0.01% NEW $49.49 +2.0%
473 DT DYNATRACE INC Technology 18,409.0 $808K 0.01% NEW $43.91 +17.5%
474 VMI VALMONT INDS INC Industrials 1,399.0 $808K 0.01% -46.0 -3.2% $577.60 -17.4%
475 ORIQ ORIGIN INVT CORP I Financial Services 78,325.0 $808K 0.01% -3K -4.0% $10.31 +0.6%
476 PCAR PACCAR INC Industrials 6,691.0 $804K 0.01% -372.0 -5.3% $120.12 +7.6%
477 QQQM INVESCO EXCH TRADED FD TR II 2,647.0 $802K 0.01% -451.0 -14.6% $303.01 -3.3%
478 CSX CSX CORP Industrials 16,733.0 $795K 0.01% +5K +39.0% $47.53 +8.9%
479 PUT MICROSOFT CORP 2,100.0 $783K 0.01% +500.0 +31.2% $373.02
480 PSTL POSTAL REALTY TRUST INC Real Estate 31,767.0 $783K 0.01% -17K -35.4% $24.64 -3.3%
Page 24 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%