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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 7 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MUNI PIMCO ETF TR 160,959.0 $8.4M 0.15% NEW $52.41 -0.7%
122 MS MORGAN STANLEY Financial Services 46,978.0 $8.3M 0.15% -4K -7.6% $177.53 +8.4%
123 UBER UBER TECHNOLOGIES INC Technology 100,651.0 $8.2M 0.15% -2K -2.0% $81.71 -8.1%
124 RMD RESMED INC Healthcare 33,948.0 $8.2M 0.14% +8K +29.1% $240.87 -16.2%
125 ACN ACCENTURE PLC IRELAND Technology 30,261.0 $8.1M 0.14% +736.0 +2.5% $268.30 -33.8%
126 BIIB BIOGEN INC Healthcare 45,897.0 $8.1M 0.14% +37K +428.9% $175.99 +9.6%
127 BLK BLACKROCK INC Financial Services 7,476.0 $8.0M 0.14% +4K +115.0% $1070.27 +1.1%
128 NOW SERVICENOW INC Technology 51,025.0 $7.8M 0.14% +41K +431.5% $153.19 -37.9%
129 FDX FEDEX CORP Industrials 25,700.0 $7.4M 0.13% NEW $288.87 +30.1%
130 UNP UNION PAC CORP Industrials 31,633.0 $7.3M 0.13% +18K +132.3% $231.32 +17.0%
131 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 22,167.0 $7.3M 0.13% -1K -5.3% $328.60 -24.4%
132 VZ VERIZON COMMUNICATIONS INC Communication Services 178,241.0 $7.3M 0.13% +16K +9.6% $40.73 +13.8%
133 LHX L3HARRIS TECHNOLOGIES INC Industrials 24,599.0 $7.2M 0.13% -300.0 -1.2% $293.57 +3.3%
134 MA MASTERCARD INCORPORATED Financial Services 12,611.0 $7.2M 0.13% +544.0 +4.5% $570.90 -13.4%
135 APP APPLOVIN CORP Technology 10,659.0 $7.2M 0.13% -12K -53.8% $673.80 -26.9%
136 PTC PTC INC Technology 41,081.0 $7.2M 0.13% +2K +5.4% $174.21 -18.5%
137 EXPE EXPEDIA GROUP INC Consumer Cyclical 24,997.0 $7.1M 0.13% +7K +37.9% $283.31 -23.1%
138 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 11,709.0 $7.1M 0.12% +271.0 +2.4% $603.27 +9.1%
139 WRB BERKLEY W R CORP Financial Services 98,750.0 $6.9M 0.12% +9K +10.5% $70.12 -5.2%
140 ANET ARISTA NETWORKS INC Technology 51,760.0 $6.8M 0.12% -46K -46.8% $131.03 +8.2%
Page 7 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%