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 251–300 of 777
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWO | ISHARES TR | 8K | $1M+ | SH |
| PNOV | INNOVATOR ETFS TRUST | 61K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 15K | $1M+ | SH |
| CYBR | CYBERARK SOFTWARE LTD | 6K | $1M+ | SH |
| D | DOMINION ENERGY INC | 43K | $1M+ | SH |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | 235K | $1M+ | SH |
| — | INVESCO QQQ TR | 4K | $1M+ | PRN (Put) |
| TEL | TE CONNECTIVITY PLC | 11K | $1M+ | SH |
| RSPU | INVESCO EXCHANGE TRADED FD T | 33K | $1M+ | SH |
| EXPD | EXPEDITORS INTL WASH INC | 16K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 3K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 44K | $1M+ | SH |
| MINO | PIMCO ETF TR | 52K | $1M+ | SH |
| BFK | BLACKROCK MUN INCOME TR | 235K | $1M+ | SH |
| INTC | INTEL CORP | 64K | $1M+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 20K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 43K | $1M+ | SH |
| AEE | AMEREN CORP | 23K | $1M+ | SH |
| UL | UNILEVER PLC | 35K | $1M+ | SH |
| GEV | GE VERNOVA INC | 4K | $1M+ | SH |
| NUE | NUCOR CORP | 14K | $1M+ | SH |
| BLV | VANGUARD BD INDEX FDS | 33K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 25K | $1M+ | SH |
| IXC | ISHARES TR | 53K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 12K | $1M+ | SH |
| SMHX | VANECK ETF TRUST | 58K | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 22K | $1M+ | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 25K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 35K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 4K | $1M+ | SH |
| ALL | ALLSTATE CORP | 10K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 66K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 9K | $1M+ | SH |
| NKE | NIKE INC | 32K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 7K | $1M+ | SH |
| EIM | EATON VANCE MUN BD FD | 208K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 7K | $1M+ | SH |
| ARKK | ARK ETF TR | 26K | $1M+ | SH |
| XPO | XPO INC | 15K | $1M+ | SH |
| CTAS | CINTAS CORP | 11K | $1M+ | SH |
| VIK | VIKING HOLDINGS LTD | 28K | $1M+ | SH |
| LIN | LINDE PLC | 5K | $1M+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 6K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 10K | $1M+ | SH |
| TM | TOYOTA MOTOR CORP | 9K | $1M+ | SH |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | 164K | $1M+ | SH |
| IWV | ISHARES TR | 5K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 67K | $1M+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 47K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 24K | $1M+ | SH |