Dakota Wealth Management
$5.2B 13F equity value
843 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Dakota Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 270,046 | $202M | 3.9% |
| AAPL | APPLE INC | 617,780 | $179M | 3.4% |
| KLAC | KLA CORP | 507,578 | $153M | 2.9% |
| SPDW | SPDR INDEX SHS FDS | 2,274,169 | $115M | 2.2% |
| BIL | SPDR SERIES TRUST | 1,137,302 | $104M | 2.0% |
| MSFT | MICROSOFT CORP | 250,746 | $94M | 1.8% |
| NVDA | NVIDIA CORPORATION | 457,998 | $92M | 1.8% |
| GOOGL | ALPHABET INC | 254,769 | $91M | 1.7% |
| VXUS | VANGUARD STAR FDS | 1,043,855 | $89M | 1.7% |
| SPYG | SPDR SERIES TRUST | 733,889 | $87M | 1.7% |
Track Dakota Wealth Management's 13F portfolio: $5.2B in reported holdings, 843 positions. Top holdings and quarterly changes on SentiSense.
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