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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 9 of 39  ·  777 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MPWR MONOLITHIC PWR SYS INC Technology 6,218.0 $5.6M 0.10% +2K +55.5% $906.43 +64.3%
162 SCHG SCHWAB STRATEGIC TR 172,096.0 $5.6M 0.10% $32.62 +3.9%
163 IJR ISHARES TR 46,218.0 $5.6M 0.10% -1K -2.9% $120.18 +10.7%
164 RTX RTX CORPORATION Industrials 28,874.0 $5.3M 0.09% +2K +9.2% $183.40 -5.1%
165 GILD GILEAD SCIENCES INC Healthcare 42,798.0 $5.3M 0.09% $122.74 +6.5%
166 ARKB ARK 21SHARES BITCOIN ETF Financial Services 180,299.0 $5.2M 0.09% -8K -4.1% $29.04 -12.1%
167 AIRR FIRST TR EXCHANGE TRADED FD 53,241.0 $5.2M 0.09% NEW $98.32 +25.8%
168 AEP AMERICAN ELEC PWR CO INC Utilities 45,320.0 $5.2M 0.09% -7K -13.9% $115.31 +12.5%
169 UNH UNITEDHEALTH GROUP INC Healthcare 15,738.0 $5.2M 0.09% -11K -40.3% $330.12 +17.9%
170 VGT VANGUARD WORLD FD 6,871.0 $5.2M 0.09% -670.0 -8.9% $753.81 -85.1%
171 AMAT APPLIED MATLS INC Technology 20,073.0 $5.2M 0.09% +3K +19.0% $256.99 +63.4%
172 GM GENERAL MTRS CO Consumer Cyclical 61,792.0 $5.0M 0.09% -2K -2.8% $81.32 -9.6%
173 GEN GEN DIGITAL INC Technology 183,818.0 $5.0M 0.09% +21K +12.7% $27.19 -11.9%
174 HYG ISHARES TR 61,762.0 $5.0M 0.09% +46K +281.2% $80.63 -1.5%
175 VPU VANGUARD WORLD FD 26,804.0 $5.0M 0.09% -533.0 -1.9% $185.04 +4.5%
176 USIG ISHARES TR 95,073.0 $4.9M 0.09% NEW $51.77 -2.2%
177 LRCX LAM RESEARCH CORP Technology 28,731.0 $4.9M 0.09% +19K +195.0% $171.18 +65.1%
178 CMDT PIMCO ETF TR 177,835.0 $4.9M 0.09% NEW $27.59 +25.7%
179 MU MICRON TECHNOLOGY INC Technology 17,085.0 $4.9M 0.09% +2K +10.9% $285.42 +153.6%
180 CLOI VANECK ETF TRUST 90,596.0 $4.8M 0.09% NEW $52.81 +0.0%
Page 9 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%