CIK 1631353
Dakota Wealth Management
Institutional 13F holdings & portfolio
Holdings
777
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 777
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KLAC | KLA CORP | 867K | $1M+ | SH |
| IVV | ISHARES TR | 274K | $1M+ | SH |
| AAPL | APPLE INC | 642K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 267K | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 1.2M | $1M+ | SH |
| AMZN | AMAZON COM INC | 372K | $1M+ | SH |
| GOOGL | ALPHABET INC | 265K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 436K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 244K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 979K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 108K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 378K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 1.4M | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 1.3M | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 94K | $1M+ | SH |
| IGIB | ISHARES TR | 1.0M | $1M+ | SH |
| MBB | ISHARES TR | 546K | $1M+ | SH |
| AVGO | BROADCOM INC | 147K | $1M+ | SH |
| IGSB | ISHARES TR | 922K | $1M+ | SH |
| META | META PLATFORMS INC | 74K | $1M+ | SH |
| V | VISA INC | 134K | $1M+ | SH |
| GOOG | ALPHABET INC | 149K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 51K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 756K | $1M+ | SH |
| IWM | ISHARES TR | 166K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 336K | $1M+ | SH |
| CSCO | CISCO SYS INC | 524K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 689K | $1M+ | SH |
| DAK | EA SERIES TRUST | 1.4M | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 262K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 71K | $1M+ | SH |
| IWR | ISHARES TR | 371K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 333K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 183K | $1M+ | SH |
| CAT | CATERPILLAR INC | 60K | $1M+ | SH |
| SHY | ISHARES TR | 396K | $1M+ | SH |
| LLY | ELI LILLY & CO | 30K | $1M+ | SH |
| TJX | TJX COS INC NEW | 207K | $1M+ | SH |
| NFLX | NETFLIX INC | 316K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 586K | $1M+ | SH |
| PFF | ISHARES TR | 935K | $1M+ | SH |
| ABT | ABBOTT LABS | 229K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 343K | $1M+ | SH |
| MUB | ISHARES TR | 255K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 54K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 436K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 93K | $1M+ | SH |
| TIP | ISHARES TR | 233K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 210K | $1M+ | SH |
| NEM | NEWMONT CORP | 238K | $1M+ | SH |