Dakota Wealth Management Portfolio Holdings
Dakota Wealth Management
- $5.42 Billion
- Q4 2025
Dakota Wealth Management has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $5.42 Billion distributed in 777 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Kla Corp with a value of $984M, Ishares Core S&P 500 ETF with a value of $185M, Apple Inc. with a value of $172M, Microsoft Corp with a value of $136M, and Spdr Bloomberg 1 3 Month T Bil with a value of $112M.
Examining the 13F form we can see an increase of $586M in the current position value, from $4.83B to 5.42B.
Below you can find more details about Dakota Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$5.42 Billion
ETFs: $2.05 Billion
Technology: $1.7 Billion
Financial Services: $376 Million
Industrials: $242 Million
Healthcare: $242 Million
Communication Services: $239 Million
Consumer Cyclical: $236 Million
Consumer Defensive: $121 Million
Other: $205 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 777
- Current Value $5.42 Billion
- Prior Value $4.83 Billion
- Filing
- Period Q4 2025
- Filing Date January 13, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 180 stocks
- Additional Purchases 317 stocks
- Sold out of 0 stocks
- Reduced holdings in 208 stocks