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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 5 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GEV GE VERNOVA INC Utilities 11,696.0 $13.7M 0.26% +8K +233.3% $1174.81 -19.7%
82 ALL ALLSTATE CORP Financial Services 57,257.0 $13.6M 0.26% +47K +453.0% $238.12 +8.5%
83 XLI SELECT SECTOR SPDR TR 73,596.0 $13.6M 0.26% +4K +6.4% $185.23 -3.2%
84 GS GOLDMAN SACHS GROUP INC Financial Services 13,334.0 $13.5M 0.26% -5K -26.8% $1011.35 +3.5%
85 PG PROCTER & GAMBLE CO Consumer Defensive 91,946.0 $13.5M 0.26% -13K -12.6% $146.64 -0.8%
86 ABBV ABBVIE INC Healthcare 53,370.0 $13.4M 0.26% -2K -4.2% $251.64 +5.3%
87 SCHD SCHWAB STRATEGIC TR 422,715.0 $13.4M 0.26% -19K -4.2% $31.71 +10.4%
88 KEYS KEYSIGHT TECHNOLOGIES INC Technology 38,006.0 $13.3M 0.25% +36K +1448.7% $350.07 -9.7%
89 AVUV AMERICAN CENTY ETF TR 103,520.0 $12.9M 0.25% -17K -13.8% $124.76 +0.4%
90 ADP AUTOMATIC DATA PROCESSING IN Industrials 54,493.0 $12.2M 0.23% +51K +1384.4% $224.05 +25.7%
91 NEE NEXTERA ENERGY INC Utilities 138,267.0 $12.1M 0.23% -8K -5.7% $87.77 -4.7%
92 AMAT APPLIED MATLS INC Technology 16,729.0 $12.1M 0.23% -3K -16.7% $722.98 -32.6%
93 CVX CHEVRON CORPORATION Energy 72,961.0 $12.1M 0.23% -10K -12.4% $165.76 +21.2%
94 IWF ISHARES TR 97,216.0 $12.1M 0.23% +62K +177.9% $124.17 -1.6%
95 UNP UNION PAC CORP Industrials 44,093.0 $12.0M 0.23% +12K +39.4% $272.00 +13.7%
96 FEOE RBB FUND TRUST 223,314.0 $11.9M 0.23% +17K +8.0% $53.40 +5.9%
97 VOO VANGUARD INDEX FDS 17,295.0 $11.9M 0.23% +912.0 +5.6% $686.82 +2.5%
98 GLW CORNING INC Technology 46,280.0 $11.8M 0.23% +10K +29.3% $255.43 -41.8%
99 XLB SELECT SECTOR SPDR TR 232,078.0 $11.8M 0.23% +16K +7.4% $50.83 +4.5%
100 XLE SELECT SECTOR SPDR TR 221,336.0 $11.8M 0.22% -39K -14.9% $53.11 +17.6%
Page 5 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%