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 101–150 of 777
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJJ | ISHARES TR | 81K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 57K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 89K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 16K | $1M+ | SH |
| PEP | PEPSICO INC | 72K | $1M+ | SH |
| BX | BLACKSTONE INC | 65K | $1M+ | SH |
| FEOE | RBB FUND TRUST | 207K | $1M+ | SH |
| CRM | SALESFORCE INC | 37K | $1M+ | SH |
| XLB | SELECT SECTOR SPDR TR | 216K | $1M+ | SH |
| SRE | SEMPRA | 111K | $1M+ | SH |
| CMI | CUMMINS INC | 19K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 33K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 207K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 219K | $1M+ | SH |
| PFE | PFIZER INC | 365K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 336K | $1M+ | SH |
| CB | CHUBB LIMITED | 29K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 30K | $1M+ | SH |
| EMBX | VANECK FDS | 171K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 315K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 161K | $1M+ | SH |
| MS | MORGAN STANLEY | 47K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 101K | $1M+ | SH |
| RMD | RESMED INC | 34K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 30K | $1M+ | SH |
| BIIB | BIOGEN INC | 46K | $1M+ | SH |
| BLK | BLACKROCK INC | 7K | $1M+ | SH |
| NOW | SERVICENOW INC | 51K | $1M+ | SH |
| FDX | FEDEX CORP | 26K | $1M+ | SH |
| UNP | UNION PAC CORP | 32K | $1M+ | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 22K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 178K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 25K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 13K | $1M+ | SH |
| APP | APPLOVIN CORP | 11K | $1M+ | SH |
| PTC | PTC INC | 41K | $1M+ | SH |
| EXPE | EXPEDIA GROUP INC | 25K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 12K | $1M+ | SH |
| WRB | BERKLEY W R CORP | 99K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 52K | $1M+ | SH |
| GQI | NATIXIS ETF TR | 119K | $1M+ | SH |
| HYMB | SPDR SERIES TRUST | 270K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 41K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 201K | $1M+ | SH |
| MGMT | UNIFIED SER TR | 149K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 237K | $1M+ | SH |
| KORP | AMERICAN CENTY ETF TR | 135K | $1M+ | SH |
| ITOT | ISHARES TR | 43K | $1M+ | SH |
| TSLA | TESLA INC | 14K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 31K | $1M+ | SH |