Dakota Wealth Management
$4.6B Assets Reported
847 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 268,724 | $176M | 3.8% |
| AAPL | APPLE INC | 614,281 | $156M | 3.4% |
| BIL | SPDR SERIES TRUST | 1,296,094 | $119M | 2.6% |
| MSFT | MICROSOFT CORP | 265,501 | $98M | 2.1% |
| KLAC | KLA CORP | 62,599 | $92M | 2.0% |
| SPDW | SPDR INDEX SHS FDS | 1,957,231 | $89M | 1.9% |
| VXUS | VANGUARD STAR FDS | 1,025,006 | $79M | 1.7% |
| GOOGL | ALPHABET INC | 269,131 | $77M | 1.7% |
| NVDA | NVIDIA CORPORATION | 426,151 | $74M | 1.6% |
| SPY | STATE STR SPDR S&P 500 ETF T | 114,199 | $74M | 1.6% |
Track Dakota Wealth Management's 13F portfolio: $4.6B in reported holdings, 847 positions. Top holdings, AUM, and quarterly changes on SentiSense.