Dakota Wealth Management Portfolio Holdings
Dakota Wealth Management
- $4.67 Billion
- Q2 2025
Dakota Wealth Management has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.67 Billion distributed in 761 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Kla Corp with a value of $783M, Ishares Core S&P 500 ETF with a value of $167M, Microsoft Corp with a value of $122M, Apple Inc. with a value of $119M, and Spdr Bloomberg 1 3 Month T Bil with a value of $117M.
Examining the 13F form we can see an increase of $467M in the current position value, from $4.2B to 4.67B.
Below you can find more details about Dakota Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$4.67 Billion
ETFs: $1.63 Billion
Technology: $1.38 Billion
Financial Services: $418 Million
Communication Services: $240 Million
Healthcare: $230 Million
Consumer Cyclical: $228 Million
Industrials: $219 Million
Consumer Defensive: $142 Million
Other: $181 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 761
- Current Value $4.67 Billion
- Prior Value $4.2 Billion
- Filing
- Period Q2 2025
- Filing Date July 16, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 76 stocks
- Additional Purchases 276 stocks
- Sold out of 0 stocks
- Reduced holdings in 332 stocks