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 151–200 of 777
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PNR | PENTAIR PLC | 58K | $1M+ | SH |
| PSX | PHILLIPS 66 | 47K | $1M+ | SH |
| ZTS | ZOETIS INC | 48K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 49K | $1M+ | SH |
| CORP | PIMCO ETF TR | 60K | $1M+ | SH |
| KO | COCA COLA CO | 84K | $1M+ | SH |
| EL | LAUDER ESTEE COS INC | 56K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 36K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 317K | $1M+ | SH |
| USMV | ISHARES TR | 60K | $1M+ | SH |
| MPWR | MONOLITHIC PWR SYS INC | 6K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 172K | $1M+ | SH |
| IJR | ISHARES TR | 46K | $1M+ | SH |
| RTX | RTX CORPORATION | 29K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 43K | $1M+ | SH |
| ARKB | ARK 21SHARES BITCOIN ETF | 180K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 53K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 45K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 16K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 7K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 20K | $1M+ | SH |
| GM | GENERAL MTRS CO | 62K | $1M+ | SH |
| GEN | GEN DIGITAL INC | 184K | $1M+ | SH |
| HYG | ISHARES TR | 62K | $1M+ | SH |
| VPU | VANGUARD WORLD FD | 27K | $1M+ | SH |
| USIG | ISHARES TR | 95K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 29K | $1M+ | SH |
| CMDT | PIMCO ETF TR | 178K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 17K | $1M+ | SH |
| CLOI | VANECK ETF TRUST | 91K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 160K | $1M+ | SH |
| CCJ | CAMECO CORP | 52K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 156K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 38K | $1M+ | SH |
| EQIX | EQUINIX INC | 6K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 48K | $1M+ | SH |
| — | SPDR S&P 500 ETF TR | 7K | $1M+ | PRN (Put) |
| VTES | VANGUARD WELLINGTON FD | 44K | $1M+ | SH |
| ED | CONSOLIDATED EDISON INC | 45K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 48K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 9K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 23K | $1M+ | SH |
| HSY | HERSHEY CO | 24K | $1M+ | SH |
| OEF | ISHARES TR | 12K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 31K | $1M+ | SH |
| IWB | ISHARES TR | 11K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| ULTA | ULTA BEAUTY INC | 7K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 49K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 151K | $1M+ | SH |