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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.4B
$3 Million 0.06% of portfolio
20,098
Q4 2025 Added 89.8%
$193B
$3.39 Million 0.06% of portfolio
6,203
Q4 2025 Added 32.2%
$0
$3.3 Million 0.06% of portfolio
12,414
Q4 2025 Reduced 9.2%
$0
$3.02 Million 0.06% of portfolio
31,270
Q4 2025 Added 132.08%
$0
$3.28 Million 0.06% of portfolio
57,799
Q4 2025 Added 242.17%
$0
$3.19 Million 0.06% of portfolio
32,100
Q4 2025 Added 24.72%
$0
$3.25 Million 0.06% of portfolio
50,224
Q4 2025 Reduced 6.39%
$57.4B
$3.09 Million 0.06% of portfolio
77,000
Q4 2025 Added 2.33%
$0
$3.47 Million 0.06% of portfolio
69,029
Q4 2025 Added 686.12%
$237B
$3.17 Million 0.06% of portfolio
20,721
Q4 2025 Reduced 25.36%
$167B
$3.45 Million 0.06% of portfolio
37,564
Q4 2025 Added 2.49%
$0
$3.52 Million 0.06% of portfolio
104,065
Q4 2025 Added 11.59%
$0
$3.41 Million 0.06% of portfolio
116,830
Q4 2025 Added 133.06%
$0
$3.31 Million 0.06% of portfolio
135,950
Q4 2025 Added 44.94%
$0
$3.24 Million 0.06% of portfolio
16,666
Q4 2025 Added 2.25%
$31.2B
$3.03 Million 0.06% of portfolio
38,853
Q4 2025 Added 21.66%
$59.5B
$2.98 Million 0.06% of portfolio
66,454
Q4 2025 Added 18.01%
$38.8B
$2.87 Million 0.05% of portfolio
85,458
Q4 2025 Added 1.87%
$0
$2.52 Million 0.05% of portfolio
234,900
Q4 2025 Added 1.25%
$12.6B
$2.93 Million 0.05% of portfolio
345,449
Q4 2025 Added 74.64%
$177B
$2.87 Million 0.05% of portfolio
14,735
Q4 2025 Added 60.01%
$69.4B
$2.94 Million 0.05% of portfolio
35,781
Q4 2025 Added 1.7%
$17.5B
$2.67 Million 0.05% of portfolio
8,082
Q4 2025 New
$57.4B
$2.87 Million 0.05% of portfolio
4,154
Q4 2025 Reduced 2.1%
$91.4B
$2.83 Million 0.05% of portfolio
17,081
Q4 2025 Added 4.93%
$50.4B
$2.57 Million 0.05% of portfolio
42,500
Q4 2025 Reduced 9.59%
$2.69B
$2.75 Million 0.05% of portfolio
233,978
Q4 2025 Reduced 10.06%
$0
$2.83 Million 0.05% of portfolio
67,253
Q4 2025 New
$0
$2.97 Million 0.05% of portfolio
132,260
Q4 2025 Added 1.58%
$34.9B
$2.73 Million 0.05% of portfolio
12,088
Q4 2025 Added 98.65%
$92.7B
$2.84 Million 0.05% of portfolio
9,951
Q4 2025 Added 26.78%
$19.9B
$2.77 Million 0.05% of portfolio
5,681
Q4 2025 Added 5.16%
$16.4B
$2.68 Million 0.05% of portfolio
40,951
Q4 2025 Reduced 5.03%
$255B
$2.55 Million 0.05% of portfolio
7,476
Q4 2025 Reduced 49.82%
$20.5B
$2.56 Million 0.05% of portfolio
34,583
Q4 2025 Reduced 4.11%
$0
$2.51 Million 0.05% of portfolio
8,043
Q4 2025 Added 34.3%
$0
$2.84 Million 0.05% of portfolio
38,276
Q4 2025 Added 29.78%
$0
$2.73 Million 0.05% of portfolio
36,445
Q4 2025 New
$19B
$1.97 Million 0.04% of portfolio
10,560
Q4 2025 Reduced 11.19%
$0
$2.27 Million 0.04% of portfolio
25,370
Q4 2025 Added 5.4%
$0
$2 Million 0.04% of portfolio
26,008
Q4 2025 New
$0
$2.37 Million 0.04% of portfolio
43,262
Q4 2025 Added 9.36%
$0
$2.06 Million 0.04% of portfolio
207,600
Q4 2025 Reduced 17.71%
$99.5B
$2.07 Million 0.04% of portfolio
44,315
Q4 2025 Reduced 11.76%
$21.1B
$2.1 Million 0.04% of portfolio
24,890
Q4 2025 Reduced 8.11%
$57.9B
$2.22 Million 0.04% of portfolio
10,354
Q4 2025 Added 2.58%
$0
$2.3 Million 0.04% of portfolio
32,739
Q4 2025 Added 22.71%
$0
$2.37 Million 0.04% of portfolio
52,063
Q4 2025 New
$0
$2.14 Million 0.04% of portfolio
34,865
Q4 2025 Added 11.08%

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
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