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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 5 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABBV ABBVIE INC Healthcare 55,699.0 $12.7M 0.23% +13K +31.8% $228.49 -8.4%
82 MCD MCDONALDS CORP Consumer Cyclical 41,640.0 $12.7M 0.23% +10K +29.7% $305.63 -9.6%
83 CVX CHEVRON CORP NEW Energy 83,265.0 $12.7M 0.23% +11K +14.9% $152.41 +25.4%
84 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 135,855.0 $12.4M 0.22% -29K -17.8% $91.21 -3.0%
85 AVUV AMERICAN CENTY ETF TR 120,128.0 $12.3M 0.22% +44K +57.6% $101.98 +16.1%
86 AMGN AMGEN INC Healthcare 36,995.0 $12.1M 0.21% +5K +14.1% $327.31 -0.9%
87 SCHD SCHWAB STRATEGIC TR 441,353.0 $12.1M 0.21% -22K -4.7% $27.43 +16.8%
88 DE DEERE & CO Industrials 25,854.0 $12.1M 0.21% +744.0 +3.0% $466.22 +20.5%
89 ADI ANALOG DEVICES INC Technology 44,296.0 $12.0M 0.21% +35K +392.9% $271.20 +54.3%
90 DIS DISNEY WALT CO Communication Services 104,201.0 $11.9M 0.21% +11K +11.3% $113.78 -9.7%
91 WMT WALMART INC Consumer Defensive 106,321.0 $11.8M 0.21% +16K +17.9% $111.41 +18.0%
92 NEE NEXTERA ENERGY INC Utilities 146,566.0 $11.8M 0.21% +9K +6.8% $80.28 +16.3%
93 BSX BOSTON SCIENTIFIC CORP Healthcare 123,244.0 $11.8M 0.21% +642.0 +0.5% $95.35 -41.4%
94 CENCORA INC 34,466.0 $11.6M 0.21% -2K -4.2% $337.75
95 XLE SELECT SECTOR SPDR TR 260,201.0 $11.6M 0.21% +139K +114.2% $44.71 +35.4%
96 AMD ADVANCED MICRO DEVICES INC Technology 52,190.0 $11.2M 0.20% +7K +16.0% $214.16 +96.6%
97 BAC BANK AMERICA CORP Financial Services 202,083.0 $11.1M 0.20% +10K +5.2% $55.00 -9.5%
98 ROL ROLLINS INC Consumer Cyclical 182,962.0 $11.0M 0.20% +16K +9.6% $60.02 -11.0%
99 COF CAPITAL ONE FINL CORP Financial Services 44,456.0 $10.8M 0.19% -663.0 -1.5% $242.36 -22.8%
100 XLI SELECT SECTOR SPDR TR 69,167.0 $10.7M 0.19% +2K +3.3% $155.12 +10.1%
Page 5 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%