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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 37 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 DDOG DATADOG INC Technology 903.0 $235K 0.00% NEW $260.36 -14.3%
722 IVT INVENTRUST PPTYS CORP Real Estate 6,518.0 $231K 0.00% -2K -20.0% $35.40 -7.5%
723 NVO NOVO-NORDISK A S Healthcare 4,809.0 $231K 0.00% NEW $47.94 +0.4%
724 VONE VANGUARD SCOTTSDALE FDS 680.0 $230K 0.00% $338.72 +2.3%
725 IPEX INFLECTION POINT ACQU CORP V Financial Services 21,900.0 $230K 0.00% $10.51 +0.4%
726 CWI SPDR INDEX SHS FDS 5,659.0 $230K 0.00% -25K -81.6% $40.67 +2.2%
727 SPGI S&P GLOBAL INC Financial Services 564.0 $230K 0.00% -2K -81.3% $407.24 +6.1%
728 CRS CARPENTER TECHNOLOGY CORP Industrials 368.0 $227K 0.00% NEW $616.86 -22.1%
729 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 685.0 $226K 0.00% NEW $330.24 -0.1%
730 FDS FACTSET RESH SYS INC Financial Services 980.0 $225K 0.00% -14.0 -1.4% $230.08 +31.0%
731 VTRS VIATRIS INC Healthcare 14,151.0 $225K 0.00% -1K -6.7% $15.88 +4.8%
732 MEGI NYLI CBRE GBL INFR MEGTRNDS Financial Services 14,780.0 $225K 0.00% +3K +23.4% $15.20 -0.8%
733 FXF INVESCO CURRENCYSHARES SWISS Financial Services 2,058.0 $224K 0.00% +208.0 +11.2% $109.05 +0.7%
734 ROP ROPER TECHNOLOGIES INC Industrials 657.0 $222K 0.00% -2K -74.5% $338.42 +21.6%
735 DFAS DIMENSIONAL ETF TRUST 2,696.0 $222K 0.00% NEW $82.34 +0.1%
736 GSK GSK PLC Healthcare 4,219.0 $221K 0.00% -131.0 -3.0% $52.42 -0.9%
737 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,425.0 $221K 0.00% NEW $91.20 -19.3%
738 DFUS DIMENSIONAL ETF TRUST 2,691.0 $221K 0.00% NEW $81.94 +1.9%
739 MZTI MARZETTI COMPANY Consumer Defensive 1,922.0 $219K 0.00% NEW $114.16 +3.7%
740 PKG PACKAGING CORP AMER Consumer Cyclical 919.0 $219K 0.00% -88.0 -8.7% $238.18 +3.8%
Page 37 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%