Dakota Wealth Management Portfolio Holdings
Dakota Wealth Management
- $4.83 Billion
- Q3 2025
Dakota Wealth Management has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.83 Billion distributed in 646 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Kla Corp with a value of $942M, Ishares Core S&P 500 ETF with a value of $178M, Apple Inc. with a value of $148M, Microsoft Corp with a value of $122M, and Spdr Bloomberg 1 3 Month T Bil with a value of $119M.
Examining the 13F form we can see an increase of $163M in the current position value, from $4.67B to 4.83B.
Below you can find more details about Dakota Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$4.83 Billion
ETFs: $1.71 Billion
Technology: $1.55 Billion
Financial Services: $371 Million
Communication Services: $251 Million
Consumer Cyclical: $231 Million
Industrials: $212 Million
Healthcare: $198 Million
Consumer Defensive: $124 Million
Other: $178 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 646
- Current Value $4.83 Billion
- Prior Value $4.67 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 48 stocks
- Additional Purchases 177 stocks
- Sold out of 0 stocks
- Reduced holdings in 355 stocks