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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 Q4 2025 · All 129 New 216 Added 369 Reduced 130 Exited
Page 32 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 DRUGS MADE IN AMER ACQUTN CO 36,400.0 $388K 0.01% $10.65
622 EOD ALLSPRING GLOBAL DIVIDEND OP Financial Services 58,865.0 $384K 0.01% -5K -7.7% $6.53 +2.1%
623 MAS MASCO CORP Industrials 4,655.0 $379K 0.01% $81.37 -10.4%
624 IUS INVESCO EXCH TRD SLF IDX FD 5,763.0 $378K 0.01% -650.0 -10.1% $65.58 +6.6%
625 Q QNITY ELECTRONICS INC Technology 2,280.0 $372K 0.01% NEW $163.32 -22.5%
626 BMNR BITMINE IMMERSION TECHS INC Financial Services 27,776.0 $370K 0.01% +16K +128.8% $13.31 +86.5%
627 FN FABRINET Technology 651.0 $366K 0.01% NEW $562.08 -23.2%
628 MUSA MURPHY USA INC Consumer Cyclical 674.0 $363K 0.01% -2K -76.0% $538.87 +1.0%
629 XVV ISHARES TR 6,350.0 $361K 0.01% $56.79 +3.3%
630 GGG GRACO INC Industrials 4,734.0 $358K 0.01% NEW $75.61 +4.1%
631 IYC ISHARES TR 3,515.0 $355K 0.01% -89.0 -2.5% $101.10 +2.1%
632 OIH VANECK ETF TRUST 955.0 $355K 0.01% NEW $372.03 +9.0%
633 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,095.0 $353K 0.01% -90.0 -4.1% $168.54 -9.0%
634 IYF ISHARES TR 2,761.0 $352K 0.01% +301.0 +12.2% $127.51 +7.9%
635 AZO AUTOZONE INC Consumer Cyclical 110.0 $352K 0.01% -38.0 -25.7% $3195.95 -5.3%
636 VFH VANGUARD WORLD FD 2,668.0 $351K 0.01% $131.61 +8.2%
637 OUNZ VANECK MERK GOLD ETF Financial Services 9,061.0 $350K 0.01% +3K +59.4% $38.59 +16.2%
638 IEFA ISHARES TR 3,568.0 $345K 0.01% -2K -38.9% $96.59 +5.0%
639 COWZ PACER FDS TR 5,537.0 $344K 0.01% -3K -36.1% $62.20 +15.9%
640 HPE HEWLETT PACKARD ENTERPRISE C Technology 7,618.0 $344K 0.01% -1K -13.9% $45.11 +18.5%
Page 32 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%