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 651–700 of 777
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CWST | CASELLA WASTE SYS INC | 3K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 4K | $100K–$500K | SH |
| SRLN | SSGA ACTIVE ETF TR | 7K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 3K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| RBC | RBC BEARINGS INC | 659 | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 2K | $100K–$500K | SH |
| MAS | MASCO CORP | 5K | $100K–$500K | SH |
| NOEM | CO2 ENERGY TRANSITION CORP | 29K | $100K–$500K | SH |
| HDB | HDFC BANK LTD | 8K | $100K–$500K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 4K | $100K–$500K | SH |
| BFZ | BLACKROCK CALIF MUN INCOME T | 27K | $100K–$500K | SH |
| GNRC | GENERAC HLDGS INC | 2K | $100K–$500K | SH |
| FDS | FACTSET RESH SYS INC | 994 | $100K–$500K | SH |
| IGV | ISHARES TR | 3K | $100K–$500K | SH |
| SETM | SPROTT FDS TR | 10K | $100K–$500K | SH |
| MTB | M & T BK CORP | 1K | $100K–$500K | SH |
| ETG | EATON VANCE TX ADV GLBL DIV | 12K | $100K–$500K | SH |
| RITM | RITHM CAPITAL CORP | 26K | $100K–$500K | SH |
| COPL | COPLEY ACQUISITION CORP | 27K | $100K–$500K | SH |
| MHN | BLACKROCK MUNIHLDGS NY QLTY | 27K | $100K–$500K | SH |
| ROAD | CONSTRUCTION PARTNERS INC | 3K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 574 | $100K–$500K | SH |
| JOBY | JOBY AVIATION INC | 21K | $100K–$500K | SH |
| XYL | XYLEM INC | 2K | $100K–$500K | SH |
| MVT | BLACKROCK MUNIVEST FD II INC | 25K | $100K–$500K | SH |
| VIGI | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 1K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 23K | $100K–$500K | SH |
| CSL | CARLISLE COS INC | 827 | $100K–$500K | SH |
| SNDK | SANDISK CORP | 1K | $100K–$500K | SH |
| LEGT | LEGATO MERGER CORP III | 24K | $100K–$500K | SH |
| IXUS | ISHARES TR | 3K | $100K–$500K | SH |
| LPAA | LAUNCH ONE ACQUISITION CORP | 24K | $100K–$500K | SH |
| FETH | FIDELITY ETHEREUM FD | 9K | $100K–$500K | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 2K | $100K–$500K | SH |
| SOLV | SOLVENTUM CORP | 3K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 15K | $100K–$500K | SH |
| FFIN | FIRST FINL BANKSHARES INC | 8K | $100K–$500K | SH |
| IJK | ISHARES TR | 3K | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 247 | $100K–$500K | SH |
| CCI | CROWN CASTLE INC | 3K | $100K–$500K | SH |
| DSGX | DESCARTES SYS GROUP INC | 3K | $100K–$500K | SH |
| SPYX | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| IONQ | IONQ INC | 5K | $100K–$500K | SH |
| ICLN | ISHARES TR | 15K | $100K–$500K | SH |
| ALC | ALCON AG | 3K | $100K–$500K | SH |
| IEMG | ISHARES INC | 4K | $100K–$500K | SH |
| MUR | MURPHY OIL CORP | 8K | $100K–$500K | SH |