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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 27 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 MILLROSE PPTYS INC 19,304.0 $577K 0.01% -299.0 -1.5% $29.87
522 IBB ISHARES TR 3,412.0 $576K 0.01% +239.0 +7.5% $168.77 -2.7%
523 AIZ ASSURANT INC Financial Services 2,388.0 $575K 0.01% NEW $240.85 +6.5%
524 VSMV VICTORY PORTFOLIOS II 10,345.0 $572K 0.01% NEW $55.27 +8.8%
525 BITB BITWISE BITCOIN ETF TR Financial Services 11,961.0 $569K 0.01% -1K -8.1% $47.56 -12.4%
526 TCOM TRIP COM GROUP LTD Consumer Cyclical 7,895.0 $568K 0.01% +450.0 +6.0% $71.91 -31.4%
527 CVLT COMMVAULT SYS INC Technology 4,488.0 $563K 0.01% NEW $125.36 -15.5%
528 HPQ HP INC Technology 25,170.0 $561K 0.01% -214.0 -0.8% $22.28 -6.1%
529 KALU KAISER ALUMINUM CORP Basic Materials 4,872.0 $560K 0.01% NEW $114.86 +44.9%
530 UI UBIQUITI INC Technology 1,002.0 $554K 0.01% -2K -68.8% $553.18 +9.2%
531 RPM RPM INTL INC Basic Materials 5,315.0 $553K 0.01% NEW $103.99 -6.6%
532 KEY KEYCORP Financial Services 26,769.0 $553K 0.01% -423.0 -1.6% $20.64 +2.1%
533 TACH TITAN ACQUISITION CORP Financial Services 53,500.0 $548K 0.01% +24K +78.3% $10.25 +1.1%
534 BLACKROCK MUN INCOME QUALITY 49,800.0 $545K 0.01% NEW $10.94
535 OGS ONE GAS INC Utilities 7,032.0 $543K 0.01% NEW $77.25 +7.8%
536 HALO HALOZYME THERAPEUTICS INC Healthcare 8,035.0 $541K 0.01% NEW $67.30 +0.2%
537 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,336.0 $540K 0.01% -1K -25.6% $161.95 -3.7%
538 WU WESTERN UN CO Financial Services 57,978.0 $540K 0.01% -6K -9.9% $9.31 -9.1%
539 ENFR ALPS ETF TR 17,154.0 $540K 0.01% NEW $31.46 +28.3%
540 IYM ISHARES TR 3,500.0 $539K 0.01% $153.96 +14.5%
Page 27 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%