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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 9 of 39  ·  776 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ANET ARISTA NETWORKS INC Technology 37,739.0 $6.4M 0.12% -14K -27.1% $169.88 +12.4%
162 EXR EXTRA SPACE STORAGE INC Real Estate 43,717.0 $6.4M 0.12% NEW $145.30 -0.3%
163 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 521,667.0 $6.2M 0.12% +358K +218.3% $11.90 -3.6%
164 BLK BLACKROCK INC Financial Services 6,393.0 $6.1M 0.12% -1K -14.5% $961.53 +22.4%
165 GEN GEN DIGITAL INC Technology 244,408.0 $6.1M 0.12% +61K +33.0% $24.89 +17.8%
166 EQIX EQUINIX INC Real Estate 5,722.0 $6.0M 0.11% -193.0 -3.3% $1042.38 +3.0%
167 TSLA TESLA INC Consumer Cyclical 14,079.0 $5.9M 0.11% +106.0 +0.8% $420.59 -16.7%
168 SCHV SCHWAB STRATEGIC TR 169,158.0 $5.9M 0.11% +9K +5.5% $34.81 +0.3%
169 PSX PHILLIPS 66 Energy 34,804.0 $5.9M 0.11% -12K -25.4% $169.05 +40.1%
170 SCHG SCHWAB STRATEGIC TR 173,660.0 $5.9M 0.11% +2K +0.9% $33.84 +4.4%
171 QCOM QUALCOMM INC Technology 31,775.0 $5.9M 0.11% -50K -61.0% $184.79 -13.1%
172 ROK ROCKWELL AUTOMATION INC Industrials 11,741.0 $5.8M 0.11% +10K +780.8% $495.08 -13.3%
173 AEP AMERICAN ELEC PWR CO INC Utilities 42,412.0 $5.8M 0.11% -3K -6.4% $136.81 -10.3%
174 NUE NUCOR CORP Basic Materials 25,716.0 $5.7M 0.11% +12K +83.9% $222.78 +11.1%
175 VGT VANGUARD WORLD FD 47,865.0 $5.7M 0.11% +41K +596.6% $119.52 -1.7%
176 MDT MEDTRONIC PLC Healthcare 72,552.0 $5.7M 0.11% -133K -64.7% $78.23 +16.5%
177 MPC MARATHON PETE CORP Energy 22,196.0 $5.7M 0.11% -2K -6.4% $255.67 +38.8%
178 CMDT PIMCO ETF TR 184,183.0 $5.6M 0.11% +6K +3.6% $30.67 +9.6%
179 USMV ISHARES TR 58,525.0 $5.6M 0.11% -2K -3.2% $96.46 +5.2%
180 XLY SELECT SECTOR SPDR TR 47,957.0 $5.6M 0.11% -1K -3.0% $117.28 +0.6%
Page 9 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%