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 701–750 of 777
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| OUNZ | VANECK MERK GOLD ETF | 6K | $100K–$500K | SH |
| COHR | COHERENT CORP | 1K | $100K–$500K | SH |
| ABNB | AIRBNB INC | 2K | $100K–$500K | SH |
| IBDU | ISHARES TR | 10K | $100K–$500K | SH |
| GBX | GREENBRIER COS INC | 5K | $100K–$500K | SH |
| ARLP | ALLIANCE RESOURCE PARTNERS L | 10K | $100K–$500K | SH |
| FNCL | FIDELITY COVINGTON TRUST | 3K | $100K–$500K | SH |
| IVT | INVENTRUST PPTYS CORP | 8K | $100K–$500K | SH |
| IBDT | ISHARES TR | 9K | $100K–$500K | SH |
| NAD | NUVEEN QUALITY MUNCP INCOME | 19K | $100K–$500K | SH |
| IHF | ISHARES TR | 5K | $100K–$500K | SH |
| EVT | EATON VANCE TAX ADVT DIV INC | 9K | $100K–$500K | SH |
| IWN | ISHARES TR | 1K | $100K–$500K | SH |
| BNY | BLACKROCK N Y MUN INCOME TRU | 22K | $100K–$500K | SH |
| IPEX | INFLECTION POINT ACQU CORP V | 22K | $100K–$500K | SH |
| MUSI | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| GNTX | GENTEX CORP | 10K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 3K | $100K–$500K | SH |
| WSO | WATSCO INC | 658 | $100K–$500K | SH |
| CTVA | CORTEVA INC | 3K | $100K–$500K | SH |
| XP | XP INC | 13K | $100K–$500K | SH |
| EFSC | ENTERPRISE FINL SVCS CORP | 4K | $100K–$500K | SH |
| FISV | FISERV INC | 3K | $100K–$500K | SH |
| VIOG | VANGUARD ADMIRAL FDS INC | 2K | $100K–$500K | SH |
| OPCH | OPTION CARE HEALTH INC | 7K | $100K–$500K | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 2K | $100K–$500K | SH |
| GSK | GSK PLC | 4K | $100K–$500K | SH |
| SARK | INVESTMENT MANAGERS SER TR I | 7K | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 9K | $100K–$500K | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| CME | CME GROUP INC | 775 | $100K–$500K | SH |
| NI | NISOURCE INC | 5K | $100K–$500K | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 680 | $100K–$500K | SH |
| IBTH | ISHARES TR | 9K | $100K–$500K | SH |
| IBTG | ISHARES TR | 9K | $100K–$500K | SH |
| IVE | ISHARES TR | 980 | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 841 | $100K–$500K | SH |
| PKG | PACKAGING CORP AMER | 1K | $100K–$500K | SH |
| TBIL | RBB FD INC | 4K | $100K–$500K | SH |
| BCPC | BALCHEM CORP | 1K | $100K–$500K | SH |
| FXF | INVESCO CURRENCYSHARES SWISS | 2K | $100K–$500K | SH |
| DAX | GLOBAL X FDS | 5K | $100K–$500K | SH |
| DD | DUPONT DE NEMOURS INC | 5K | $100K–$500K | SH |
| TDF | TEMPLETON DRAGON FD INC | 18K | $100K–$500K | SH |
| SBCF | SEACOAST BKG CORP FLA | 7K | $100K–$500K | SH |
| TAVI | TAVIA ACQUISITION CORP | 20K | $100K–$500K | SH |
| MMSI | MERIT MED SYS INC | 2K | $100K–$500K | SH |
| NOVT | NOVANTA INC | 2K | $100K–$500K | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |