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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 6 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WST WEST PHARMACEUTICAL SVSC INC Healthcare 32,568.0 $11.7M 0.22% NEW $359.00 -2.2%
102 SRE SEMPRA Utilities 126,041.0 $11.7M 0.22% +15K +13.9% $92.75 -9.2%
103 DOV DOVER CORP Industrials 51,700.0 $11.6M 0.22% NEW $224.28 -10.3%
104 MPWR MONOLITHIC PWR SYS INC Technology 8,310.0 $11.5M 0.22% +2K +33.6% $1382.40 -5.1%
105 TMUS T-MOBILE US INC Communication Services 64,383.0 $10.8M 0.21% -8K -11.1% $167.73 +8.3%
106 ABNB AIRBNB INC Consumer Cyclical 74,626.0 $10.7M 0.20% +73K +4218.6% $143.10 +32.8%
107 VO VANGUARD INDEX FDS 130,624.0 $10.5M 0.20% +97K +291.3% $80.57 +2.8%
108 DIS DISNEY WALT CO Communication Services 106,315.0 $10.2M 0.20% +2K +2.0% $96.26 +15.7%
109 BIIB BIOGEN INC Healthcare 47,326.0 $10.2M 0.20% +1K +3.1% $216.06 +2.3%
110 MUNI PIMCO ETF TR 191,515.0 $10.1M 0.19% +31K +19.0% $52.60 -1.5%
111 FBND FIDELITY MERRIMACK STR TR 218,366.0 $9.9M 0.19% +12K +5.6% $45.49 -0.8%
112 XLU SELECT SECTOR SPDR TR 217,335.0 $9.9M 0.19% -1K -0.6% $45.34 -4.7%
113 PSA PUBLIC STORAGE Real Estate 30,890.0 $9.8M 0.19% +26K +567.6% $318.31 +1.1%
114 PGR PROGRESSIVE CORP Financial Services 43,830.0 $9.6M 0.18% -20K -31.1% $218.45 +1.3%
115 ORCL ORACLE CORP Technology 65,055.0 $9.5M 0.18% -10K -13.1% $146.55 -1.0%
116 CB CHUBB LIMITED Financial Services 27,932.0 $9.5M 0.18% -735.0 -2.6% $340.79 +0.4%
117 NFLX NETFLIX INC. Communication Services 132,279.0 $9.4M 0.18% -184K -58.1% $71.40 +15.1%
118 HYG ISHARES TR 117,902.0 $9.4M 0.18% +56K +90.9% $79.97 -0.2%
119 IEX IDEX CORP Industrials 41,407.0 $9.4M 0.18% NEW $226.95 +1.7%
120 PFE PFIZER INC Healthcare 390,045.0 $9.4M 0.18% +25K +6.9% $24.08 +17.9%
Page 6 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%