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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 34 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 DAL DELTA AIR LINES INC Industrials 3,253.0 $305K 0.01% +45.0 +1.4% $93.66 -10.7%
662 ESGV VANGUARD WORLD FD 2,299.0 $304K 0.01% -1K -38.7% $132.25 +2.7%
663 BXP BXP INC Real Estate 4,566.0 $303K 0.01% -7K -59.4% $66.31 +8.8%
664 DHR DANAHER CORP DEL Healthcare 1,579.0 $301K 0.01% -1K -46.6% $190.51 +13.4%
665 DES WISDOMTREE TR 7,393.0 $301K 0.01% -2K -22.9% $40.68 -0.3%
666 HEQ JOHN HANCOCK DIVERSIFIED INC Financial Services 25,770.0 $296K 0.01% NEW $11.48 +3.7%
667 WSO WATSCO INC Industrials 710.0 $296K 0.01% +52.0 +7.9% $416.54 -27.4%
668 IXUS ISHARES TR 3,087.0 $295K 0.01% $95.44 +3.1%
669 BLD TOPBUILD COR Industrials 829.0 $294K 0.01% -36.0 -4.2% $354.53 -0.0%
670 FSK FS KKR CAP CORP Financial Services 27,815.0 $292K 0.01% -2K -6.9% $10.50 +14.8%
671 PSEP INNOVATOR ETFS TRUST 6,339.0 $292K 0.01% NEW $46.05 +1.6%
672 MGV VANGUARD WORLD FD 1,783.0 $291K 0.01% NEW $163.43 +3.1%
673 EEM ISHARES TR 4,248.0 $291K 0.01% NEW $68.41 -1.7%
674 NDAQ NASDAQ INC Financial Services 3,685.0 $290K 0.01% -6K -61.0% $78.82 +25.3%
675 IEV ISHARES TR 3,965.0 $289K 0.01% -3K -40.3% $72.85 +4.7%
676 TDY TELEDYNE TECHNOLOGIES INC Technology 431.0 $287K 0.01% NEW $666.90 -6.0%
677 VTIP VANGUARD MALVERN FDS 5,722.0 $287K 0.01% -1K -16.4% $50.23 -0.8%
678 LNTH LANTHEUS HLDGS INC Healthcare 2,590.0 $287K 0.01% NEW $110.94 -9.1%
679 CTVA CORTEVA INC Basic Materials 3,391.0 $287K 0.01% +124.0 +3.8% $84.69 -1.9%
680 CBT CABOT CORP Basic Materials 3,162.0 $287K 0.01% NEW $90.82 -7.9%
Page 34 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%