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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 4 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EZU ISHARES INC 289,084.0 $20.1M 0.38% +15K +5.3% $69.50 +2.7%
62 PFF ISHARES TR 652,995.0 $19.9M 0.38% -282K -30.2% $30.49 +0.1%
63 AGG ISHARES TR 197,691.0 $19.6M 0.37% +40K +25.1% $98.98 -1.4%
64 SPYD SPDR SERIES TRUST 400,874.0 $19.1M 0.36% +40K +11.2% $47.71 +6.2%
65 PANW PALO ALTO NETWORKS INC Technology 56,023.0 $19.1M 0.36% -1K -2.2% $341.02 +2.9%
66 VEU VANGUARD INTL EQUITY INDEX F 215,796.0 $18.1M 0.34% +20K +10.4% $83.75 +1.7%
67 XLV SELECT SECTOR SPDR TR 113,091.0 $17.9M 0.34% +10K +9.8% $158.66 +10.1%
68 AMGN AMGEN INC Healthcare 48,550.0 $17.6M 0.34% +12K +31.2% $362.12 +22.6%
69 WM WASTE MGMT INC DEL Industrials 78,455.0 $17.5M 0.33% +8K +11.2% $222.88 +1.6%
70 HWM HOWMET AEROSPACE INC Industrials 64,689.0 $17.4M 0.33% -16K -19.9% $268.86 -2.1%
71 ETN EATON CORP PLC Industrials 39,672.0 $16.9M 0.32% +31K +358.7% $426.12 -4.1%
72 GLD SPDR GOLD TR Financial Services 44,819.0 $16.5M 0.32% -7K -14.2% $368.38 +15.8%
73 CBOE CBOE GLOBAL MKTS INC Financial Services 67,218.0 $16.3M 0.31% +8K +12.7% $242.67 +27.0%
74 SUB ISHARES TR 149,771.0 $15.9M 0.30% +5K +3.5% $106.47 -0.1%
75 DE DEERE & CO Industrials 25,038.0 $15.9M 0.30% -816.0 -3.2% $634.97 +2.2%
76 TIP ISHARES TR 144,797.0 $15.8M 0.30% -88K -37.9% $109.43 -2.0%
77 VIG VANGUARD SPECIALIZED FUNDS 66,266.0 $15.7M 0.30% -446.0 -0.7% $236.62 +3.4%
78 VRT VERTIV HOLDINGS CO Industrials 45,914.0 $15.4M 0.29% +5K +12.2% $334.82 -23.8%
79 VB VANGUARD INDEX FDS 48,621.0 $14.7M 0.28% -2K -3.2% $303.12 -0.1%
80 CASY CASEYS GEN STORES INC Consumer Cyclical 18,181.0 $14.5M 0.28% -5K -22.6% $794.79 +7.5%
Page 4 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%