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 451–500 of 777
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PSTL | POSTAL REALTY TRUST INC | 49K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 4K | $500K+ | SH |
| CLX | CLOROX CO DEL | 8K | $500K+ | SH |
| DGII | DIGI INTL INC | 18K | $500K+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 3K | $500K+ | SH |
| PCAR | PACCAR INC | 7K | $500K+ | SH |
| IVW | ISHARES TR | 6K | $500K+ | SH |
| AFL | AFLAC INC | 7K | $500K+ | SH |
| — | MICROSOFT CORP | 2K | $500K+ | PRN (Put) |
| MCHPP | MICROCHIP TECHNOLOGY INC. | 13K | $500K+ | SH |
| ORI | OLD REP INTL CORP | 17K | $500K+ | SH |
| MTUM | ISHARES TR | 3K | $500K+ | SH |
| CWEN.A | CLEARWAY ENERGY INC | 24K | $500K+ | SH |
| BXP | BXP INC | 11K | $500K+ | SH |
| TKO | TKO GROUP HOLDINGS INC | 4K | $500K+ | SH |
| EWBC | EAST WEST BANCORP INC | 7K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| FLNG | FLEX LNG LTD | 30K | $500K+ | SH |
| — | NVIDIA CORPORATION | 4K | $500K+ | PRN (Put) |
| VGSH | VANGUARD SCOTTSDALE FDS | 13K | $500K+ | SH |
| WDC | WESTERN DIGITAL CORP | 4K | $500K+ | SH |
| HSIC | HENRY SCHEIN INC | 10K | $500K+ | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 38K | $500K+ | SH |
| CACI | CACI INTL INC | 1K | $500K+ | SH |
| DTCR | GLOBAL X FDS | 35K | $500K+ | SH |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | 66K | $500K+ | SH |
| HTGC | HERCULES CAPITAL INC | 38K | $500K+ | SH |
| QSEA | QUARTZSEA ACQUISITION CORP | 70K | $500K+ | SH |
| COLB | COLUMBIA BKG SYS INC | 25K | $500K+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| KNTK | KINETIK HOLDINGS INC | 20K | $500K+ | SH |
| AON | AON PLC | 2K | $500K+ | SH |
| FLOT | ISHARES TR | 14K | $500K+ | SH |
| MKTN | FEDERATED HERMES ETF TRUST | 27K | $500K+ | SH |
| WTRG | ESSENTIAL UTILS INC | 18K | $500K+ | SH |
| BOND | PIMCO ETF TR | 7K | $500K+ | SH |
| EG | EVEREST GROUP LTD | 2K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 3K | $500K+ | SH |
| ECL | ECOLAB INC | 3K | $500K+ | SH |
| VCRM | VANGUARD MUN BD FDS | 9K | $500K+ | SH |
| PFSI | PENNYMAC FINL SVCS INC NEW | 5K | $500K+ | SH |
| VICI | VICI PPTYS INC | 23K | $500K+ | SH |
| BALL | BALL CORP | 12K | $500K+ | SH |
| WELL | WELLTOWER INC | 3K | $500K+ | SH |
| NVS | NOVARTIS AG | 5K | $500K+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 5K | $500K+ | SH |
| AMBP | ARDAGH METAL PACKAGING S A | 156K | $500K+ | SH |
| SO | SOUTHERN CO | 7K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 6K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 4K | $500K+ | SH |