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Portfolio (Quarterly) Guide ↗

Dakota Wealth Management

· CIK 0001631353
13F Portfolio $5.0B AUM Filed Nov 10, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 646 New
Page 1 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 KLAC KLA CORP Technology 873,092.0 $941.7M 18.98% NEW $1078.60 +67.3%
2 IVV ISHARES TR 265,941.0 $178.0M 3.59% NEW $669.30 +10.9%
3 AAPL APPLE INC Technology 579,952.0 $147.7M 2.98% NEW $254.63 +17.0%
4 MSFT MICROSOFT CORP Technology 235,980.0 $122.2M 2.46% NEW $517.95 -18.5%
5 BIL SPDR SERIES TRUST 1,298,260.0 $119.1M 2.40% NEW $91.75 -0.2%
6 AMZN AMAZON COM INC Consumer Cyclical 353,256.0 $77.6M 1.56% NEW $219.57 +20.6%
7 JPM JPMORGAN CHASE & CO. Financial Services 238,930.0 $75.4M 1.52% NEW $315.43 -5.6%
8 RSP INVESCO EXCHANGE TRADED FD T 377,940.0 $71.7M 1.45% NEW $189.70 +6.9%
9 NVDA NVIDIA CORPORATION Technology 371,362.0 $69.3M 1.40% NEW $186.58 +20.8%
10 SPY SPDR S&P 500 ETF TR Financial Services 99,364.0 $66.2M 1.33% NEW $666.21 +10.9%
11 META META PLATFORMS INC Communication Services 78,384.0 $57.6M 1.16% NEW $734.38 -16.4%
12 SPSM SPDR SERIES TRUST 1,226,104.0 $56.8M 1.14% NEW $46.32 +12.9%
13 GOOGL ALPHABET INC Communication Services 230,143.0 $55.9M 1.13% NEW $243.10 +63.2%
14 IGIB ISHARES TR 983,218.0 $53.2M 1.07% NEW $54.09 -2.6%
15 SPDW SPDR INDEX SHS FDS 1,234,622.0 $52.8M 1.06% NEW $42.79 +15.7%
16 COST COSTCO WHSL CORP NEW Consumer Defensive 53,103.0 $49.2M 0.99% NEW $925.63 +13.3%
17 V VISA INC Financial Services 137,545.0 $47.0M 0.95% NEW $341.38 -4.6%
18 QQQ INVESCO QQQ TR Financial Services 74,494.0 $44.7M 0.90% NEW $600.38 +17.6%
19 VXUS VANGUARD STAR FDS 583,680.0 $42.9M 0.86% NEW $73.46 +13.7%
20 AGG ISHARES TR 413,171.0 $41.4M 0.83% NEW $100.25 -2.3%
Page 1 of 33  ·  646 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 47.6%
Financial Services 15.8%
Communication Services 7.7%
Consumer Cyclical 7.1%
Industrials 6.6%
Healthcare 5.9%
Consumer Defensive 3.8%
Energy 2.4%
Utilities 1.5%
Basic Materials 1.0%