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 51–100 of 777
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 70K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 106K | $1M+ | SH |
| GE | GE AEROSPACE | 68K | $1M+ | SH |
| GLD | SPDR GOLD TR | 52K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 357K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 206K | $1M+ | SH |
| MRK | MERCK & CO INC | 181K | $1M+ | SH |
| TLT | ISHARES TR | 209K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 43K | $1M+ | SH |
| EZU | ISHARES INC | 274K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 57K | $1M+ | SH |
| HWM | HOWMET AEROSPACE INC | 81K | $1M+ | SH |
| IWF | ISHARES TR | 35K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 18K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 103K | $1M+ | SH |
| AGG | ISHARES TR | 158K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 361K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 71K | $1M+ | SH |
| SUB | ISHARES TR | 145K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 105K | $1M+ | SH |
| HD | HOME DEPOT INC | 44K | $1M+ | SH |
| CBOE | CBOE GLOBAL MKTS INC | 60K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 72K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 67K | $1M+ | SH |
| ORCL | ORACLE CORP | 75K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 64K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 196K | $1M+ | SH |
| QCOM | QUALCOMM INC | 81K | $1M+ | SH |
| CASY | CASEYS GEN STORES INC | 24K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 50K | $1M+ | SH |
| ABBV | ABBVIE INC | 56K | $1M+ | SH |
| MCD | MCDONALDS CORP | 42K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 83K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 136K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 120K | $1M+ | SH |
| AMGN | AMGEN INC | 37K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 441K | $1M+ | SH |
| DE | DEERE & CO | 26K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 44K | $1M+ | SH |
| DIS | DISNEY WALT CO | 104K | $1M+ | SH |
| WMT | WALMART INC | 106K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 147K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 123K | $1M+ | SH |
| COR | CENCORA INC | 34K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 260K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 52K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 202K | $1M+ | SH |
| ROL | ROLLINS INC | 183K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 44K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 69K | $1M+ | SH |