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 401–450 of 777
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FINS | ANGEL OAK FINL STRATEGIES IN | 78K | $1M+ | SH |
| IAT | ISHARES TR | 18K | $1M+ | SH |
| IESC | IES HLDGS INC | 3K | $1M+ | SH |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | 101K | $1M+ | SH |
| IYW | ISHARES TR | 5K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 10K | $1M+ | SH |
| TBLD | THORNBURG INCM BUILDER OPP T | 50K | $500K+ | SH |
| SLM | SLM CORP | 36K | $500K+ | SH |
| SHOP | SHOPIFY INC | 6K | $500K+ | SH |
| ICF | ISHARES TR | 16K | $500K+ | SH |
| TDW | TIDEWATER INC NEW | 19K | $500K+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 18K | $500K+ | SH |
| AZN | ASTRAZENECA PLC | 10K | $500K+ | SH |
| XLSR | SSGA ACTIVE TR | 15K | $500K+ | SH |
| VRSN | VERISIGN INC | 4K | $500K+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 2K | $500K+ | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 8K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 4K | $500K+ | SH |
| SWK | STANLEY BLACK & DECKER INC | 13K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $500K+ | SH |
| MEDP | MEDPACE HLDGS INC | 2K | $500K+ | SH |
| NBXG | NEUBERGER NEXT GENERATION | 64K | $500K+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| NDAQ | NASDAQ INC | 9K | $500K+ | SH |
| SFM | SPROUTS FMRS MKT INC | 12K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 38K | $500K+ | SH |
| EMBJ | EMBRAER S.A. | 14K | $500K+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 25K | $500K+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 25K | $500K+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| BUG | GLOBAL X FDS | 29K | $500K+ | SH |
| SBRA | SABRA HEALTH CARE REIT INC | 46K | $500K+ | SH |
| ACGL | ARCH CAP GROUP LTD | 9K | $500K+ | SH |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 36K | $500K+ | SH |
| SHM | SPDR SERIES TRUST | 18K | $500K+ | SH |
| BLE | BLACKROCK MUNI INCOME TR II | 82K | $500K+ | SH |
| WIA | WESTERN ASST INFLTN LKD INM | 103K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 966 | $500K+ | SH |
| TSLX | SIXTH STREET SPECIALTY LENDI | 39K | $500K+ | SH |
| MYD | BLACKROCK MUNIYIELD FD INC | 80K | $500K+ | SH |
| MCK | MCKESSON CORP | 1K | $500K+ | SH |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | 13K | $500K+ | SH |
| ORIQ | ORIGIN INVT CORP I | 82K | $500K+ | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 43K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 12K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 9K | $500K+ | SH |
| POCT | INNOVATOR ETFS TRUST | 18K | $500K+ | SH |
| PAGP | PLAINS GP HLDGS L P | 42K | $500K+ | SH |
| RHP | RYMAN HOSPITALITY PPTYS INC | 9K | $500K+ | SH |
| ASTS | AST SPACEMOBILE INC | 11K | $500K+ | SH |