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 201–250 of 777
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | 8K | $1M+ | SH |
| FCX | FREEPORT-MCMORAN INC | 77K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 78K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 24K | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 15K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 11K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 49K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 38K | $1M+ | SH |
| IJH | ISHARES TR | 57K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 18K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 46K | $1M+ | SH |
| LOW | LOWES COS INC | 15K | $1M+ | SH |
| O | REALTY INCOME CORP | 65K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 6K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 117K | $1M+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 61K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 69K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 104K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 21K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 136K | $1M+ | SH |
| QUAL | ISHARES TR | 17K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 58K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 66K | $1M+ | SH |
| LH | LABCORP HOLDINGS INC | 13K | $1M+ | SH |
| AOR | ISHARES TR | 50K | $1M+ | SH |
| MMC | MARSH & MCLENNAN COS INC | 17K | $1M+ | SH |
| BILS | SPDR SERIES TRUST | 32K | $1M+ | SH |
| ALLE | ALLEGION PLC | 20K | $1M+ | SH |
| GLW | CORNING INC | 36K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 10K | $1M+ | SH |
| FMTM | EA SERIES TRUST | 95K | $1M+ | SH |
| YUM | YUM BRANDS INC | 20K | $1M+ | SH |
| BTT | BLACKROCK MUN TARGET TERM TR | 132K | $1M+ | SH |
| IEF | ISHARES TR | 31K | $1M+ | SH |
| VTR | VENTAS INC | 39K | $1M+ | SH |
| CNQ | CANADIAN NAT RES LTD | 85K | $1M+ | SH |
| AMCR | AMCOR PLC | 345K | $1M+ | SH |
| QDPL | PACER FDS TR | 67K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 38K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 4K | $1M+ | SH |
| MKC | MCCORMICK & CO INC | 41K | $1M+ | SH |
| SNA | SNAP ON INC | 8K | $1M+ | SH |
| APLE | APPLE HOSPITALITY REIT INC | 234K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 7K | $1M+ | SH |
| ETN | EATON CORP PLC | 9K | $1M+ | SH |
| MMM | 3M CO | 17K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 36K | $1M+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 12K | $1M+ | SH |
| GPN | GLOBAL PMTS INC | 35K | $1M+ | SH |
| VSDM | VANGUARD MUN BD FDS | 35K | $1M+ | SH |