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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 8 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COF CAPITAL ONE FINL CORP Financial Services 39,553.0 $7.9M 0.15% -5K -11.0% $200.62 +7.8%
142 ALGN ALIGN TECHNOLOGY INC Healthcare 46,102.0 $7.8M 0.15% NEW $168.66 -5.4%
143 PYLD PIMCO ETF TR 282,691.0 $7.5M 0.14% -53K -15.8% $26.52 -0.8%
144 ED CONSOLIDATED EDISON INC Utilities 67,618.0 $7.5M 0.14% +23K +50.1% $110.63 -3.2%
145 MGMT UNIFIED SER TR 145,061.0 $7.4M 0.14% -4K -2.5% $50.96 +0.7%
146 GQI NATIXIS ETF TR 122,713.0 $7.3M 0.14% +4K +3.4% $59.17 +1.7%
147 PUT INVESCO QQQ TR 9,700.0 $7.1M 0.14% +6K +142.5% $736.40
148 WMT WALMART INC Consumer Defensive 62,787.0 $7.1M 0.14% -44K -41.0% $113.26 -7.0%
149 CRUX COLUMBIA ETF TR I 237,187.0 $7.1M 0.14% NEW $29.98 -1.2%
150 DECK DECKERS OUTDOOR CORP Consumer Cyclical 70,424.0 $7.0M 0.13% NEW $99.29 -10.6%
151 UNH UNITEDHEALTH GROUP INC Healthcare 16,471.0 $6.8M 0.13% +733.0 +4.7% $415.62 -4.6%
152 LHX L3HARRIS TECHNOLOGIES INC Industrials 23,099.0 $6.7M 0.13% -2K -6.1% $290.59 -9.8%
153 PJUN INNOVATOR ETFS TRUST 155,191.0 $6.7M 0.13% +142K +1110.8% $43.23 +1.6%
154 ABT ABBOTT LABORATORIES Healthcare 73,520.0 $6.7M 0.13% -156K -67.9% $90.74 +28.0%
155 BSX BOSTON SCIENTIFIC CORP Healthcare 155,926.0 $6.7M 0.13% +33K +26.5% $42.68 +16.8%
156 KMI KINDER MORGAN INC DEL Energy 206,278.0 $6.6M 0.13% -31K -13.1% $31.97 -3.2%
157 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 9,354.0 $6.6M 0.13% -2K -20.1% $703.32 -1.3%
158 IJR ISHARES TR 43,789.0 $6.5M 0.12% -2K -5.3% $148.31 -1.1%
159 AIRR FIRST TR EXCHANGE TRADED FD 48,207.0 $6.4M 0.12% -5K -9.5% $133.25 -16.5%
160 ITOT ISHARES TR 39,039.0 $6.4M 0.12% -4K -8.8% $164.27 +2.2%
Page 8 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%