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Oakmont Partners

Latest statistics and disclosures from Dakota Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AAPL, BIL, MSFT, KLAC, and represent 13.86% of Dakota Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$44M), SPDW (+$26M), SPYV (+$26M), SPYG (+$23M), DELL (+$11M), AMCR (+$10M), KEYS (+$9.1M), CMI (+$8.3M), DOV (+$8.0M), BIL (+$6.6M).
Started 78 new stock positions in JPC, WCMI, CARY, FTI, Twelve Seas Invt Co Iii, CIEN, GGG, GPIX, BBY, NKLR.
Reduced shares in these 10 stocks: KLAC (-$1.2B), RSP (-$34M), XLF (-$15M), AVGO (-$10M), VTV (-$8.5M), NFLX (-$7.9M), AMZN (-$7.4M), BSX (-$7.3M), , .
Sold out of its positions in A, ABNB, MUSI, AIZ, AstraZeneca, BYM, BFZ, BFK, BNY, BLE.
Dakota Wealth Management was a net seller of stock by $-1.2B.
Dakota Wealth Management has $4.6B in assets under management (AUM), dropping by -18.01%.
Central Index Key (CIK): 0001631353

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Portfolio Holdings for Dakota Wealth Management

Dakota Wealth Management holds 766 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Dakota Wealth Management has 766 total positions. Only the first 250 positions are shown.

Sign up to view all of the Dakota Wealth Management March 31, 2026 positions
Download the Dakota Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	3.8	$176M		269k	653.21	View chart
Apple (AAPL)	3.4	$156M	-4%	614k	253.79	View chart
Spdr Series Trust State Street Spd (BIL)	2.6	$119M	+5%	1.3M	91.64	View chart
Microsoft Corporation (MSFT)	2.1	$98M		266k	370.17	View chart
Kla Corp Com New (KLAC)	2.0	$92M	-92%	63k	1472.41	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.9	$89M	+41%	2.0M	45.65	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.7	$79M	+4%	1.0M	77.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$77M		269k	287.56	View chart
NVIDIA Corporation (NVDA)	1.6	$74M	-2%	426k	174.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$74M	+5%	114k	650.37	View chart
Amazon (AMZN)	1.5	$70M	-9%	337k	208.27	View chart
Spdr Series Trust State Street Spd (SPSM)	1.4	$67M	+8%	1.4M	48.32	View chart
JPMorgan Chase & Co. (JPM)	1.4	$65M	-9%	221k	294.16	View chart
Spdr Series Trust State Street Spd (SPYV)	1.4	$65M	+66%	1.1M	56.58	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.3	$58M	+7%	1.1M	53.22	View chart
Ishares Tr Mbs Etf (MBB)	1.2	$57M	+10%	604k	94.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$57M	+4%	98k	577.18	View chart
Spdr Series Trust State Street Spd (SPYG)	1.2	$56M	+70%	567k	97.91	View chart
Exxon Mobil Corporation (XOM)	1.2	$55M	-2%	326k	169.66	View chart
Costco Wholesale Corporation (COST)	1.2	$54M	+5%	54k	996.43	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.1	$52M	+7%	991k	52.56	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.0	$44M	NEW	441k	100.66	View chart
Meta Platforms Cl A (META)	0.9	$40M	-4%	70k	572.13	View chart
Caterpillar (CAT)	0.9	$40M	-4%	57k	708.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$40M	-6%	139k	286.86	View chart
Visa Com Cl A (V)	0.8	$39M	-3%	130k	302.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$39M	-46%	201k	191.92	View chart
Cisco Systems (CSCO)	0.8	$38M	-5%	492k	77.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$37M	-10%	148k	248.00	View chart
Ea Series Trust Dakota Active Eq (DAK)	0.8	$36M		1.4M	25.59	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.8	$36M	+20%	704k	50.61	View chart
Broadcom (AVGO)	0.8	$36M	-22%	115k	309.51	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$35M	+6%	420k	82.57	View chart
Eli Lilly & Co. (LLY)	0.7	$34M	+21%	37k	919.77	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$34M	-3%	253k	132.90	View chart
TJX Companies (TJX)	0.7	$33M		208k	159.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$32M	-7%	66k	479.20	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.7	$31M	-13%	320k	97.23	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$30M	+15%	505k	59.55	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$29M	-3%	329k	88.16	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$28M	+3%	265k	106.15	View chart
Merck & Co (MRK)	0.6	$28M	+29%	233k	120.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$27M	-23%	140k	196.20	View chart
Newmont Mining Corporation (NEM)	0.6	$26M		240k	108.25	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$25M	-10%	833k	30.32	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$25M	+5%	98k	257.35	View chart
Johnson & Johnson (JNJ)	0.5	$25M	-3%	103k	244.44	View chart
Bank of New York Mellon Corporation (BK)	0.5	$25M		211k	118.63	View chart
Abbott Laboratories (ABT)	0.5	$24M		233k	102.67	View chart
Spdr Series Trust State Street Spd (SPMD)	0.5	$24M	+12%	403k	59.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$24M	+5%	73k	320.81	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$23M	-10%	209k	110.36	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$23M	-3%	52k	436.79	View chart
Netflix (NFLX)	0.5	$22M	-26%	234k	96.15	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.5	$22M	-40%	450k	49.37	View chart
Quanta Services (PWR)	0.5	$22M	-8%	39k	549.02	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$21M	+13%	237k	86.69	View chart
Ge Aerospace Com New (GE)	0.4	$20M		69k	283.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$19M	-13%	45k	430.29	View chart
CBOE Holdings (CBOE)	0.4	$19M	+14%	69k	281.07	View chart
Cummins (CMI)	0.4	$19M	+80%	35k	538.02	View chart
Medtronic SHS (MDT)	0.4	$18M	+2%	211k	86.68	View chart
Ishares Msci Eurzone Etf (EZU)	0.4	$18M	+4%	287k	62.64	View chart
Spdr Series Trust State Street Spd (SPYD)	0.4	$18M	+8%	392k	45.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$17M	+10%	175k	99.27	View chart
Casey's General Stores (CASY)	0.4	$17M		24k	727.85	View chart
Chevron Corporation (CVX)	0.4	$17M		82k	206.90	View chart
Waste Management (WM)	0.4	$17M	+3%	73k	229.79	View chart
Metropcs Communications (TMUS)	0.4	$17M	+9%	79k	210.03	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.4	$16M	+8%	112k	146.61	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$16M		265k	61.26	View chart
Analog Devices (ADI)	0.3	$16M	+13%	50k	318.14	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$16M	+8%	213k	75.10	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$16M	+2%	148k	106.50	View chart
Howmet Aerospace (HWM)	0.3	$15M	-18%	66k	230.46	View chart
Deere & Company (DE)	0.3	$14M		26k	563.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$14M		67k	215.06	View chart
Procter & Gamble Company (PG)	0.3	$14M	-10%	94k	144.44	View chart
Nextera Energy (NEE)	0.3	$13M	-3%	142k	92.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$13M	-4%	421k	30.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$13M	-2%	49k	261.92	View chart
Amgen (AMGN)	0.3	$13M	-2%	36k	351.85	View chart
McDonald's Corporation (MCD)	0.3	$13M	-2%	41k	310.79	View chart
Dell Technologies CL C (DELL)	0.3	$12M	+789%	74k	164.13	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.3	$12M	+5%	73k	161.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$12M	-20%	28k	426.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$12M	-11%	107k	110.47	View chart
Sempra Energy (SRE)	0.3	$12M	+7%	120k	97.21	View chart
Qualcomm (QCOM)	0.3	$12M	+10%	90k	128.78	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.3	$12M	+7%	231k	49.97	View chart
Progressive Corporation (PGR)	0.2	$12M	-8%	58k	198.24	View chart
Abbvie (ABBV)	0.2	$12M	-5%	53k	217.49	View chart
Goldman Sachs (GS)	0.2	$11M	-25%	14k	846.01	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$11M	+4%	84k	132.50	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.2	$11M	+6%	220k	50.46	View chart
Pfizer (PFE)	0.2	$11M	+8%	394k	28.08	View chart
Advanced Micro Devices (AMD)	0.2	$11M	+4%	54k	203.43	View chart
Walt Disney Company (DIS)	0.2	$11M	+6%	111k	96.38	View chart
Pepsi (PEP)	0.2	$11M	-3%	69k	155.29	View chart
Home Depot (HD)	0.2	$11M	-26%	32k	328.89	View chart
Rollins (ROL)	0.2	$10M	+5%	192k	53.41	View chart
AmerisourceBergen (COR)	0.2	$10M	-6%	32k	314.14	View chart
Oracle Corporation (ORCL)	0.2	$10M	-7%	69k	147.11	View chart
Amcor Com New (AMCR)	0.2	$10M	NEW	251k	39.75	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$9.9M		216k	45.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$9.9M		17k	597.54	View chart
FedEx Corporation (FDX)	0.2	$9.8M	+7%	28k	356.19	View chart
Verizon Communications (VZ)	0.2	$9.8M	+9%	195k	50.20	View chart
Keysight Technologies (KEYS)	0.2	$9.8M	+1313%	35k	282.37	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$9.7M	+2%	212k	45.62	View chart
Bank of America Corporation (BAC)	0.2	$9.6M	-2%	197k	48.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$9.6M		33k	287.18	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$9.4M	-3%	85k	110.86	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$9.3M	+10%	178k	52.19	View chart
Valero Energy Corporation (VLO)	0.2	$9.2M	+4%	37k	247.08	View chart
Vaneck Fds Emerging Markets (EMBX)	0.2	$8.8M	+2%	175k	50.11	View chart
Mastercard Incorporated Cl A (MA)	0.2	$8.7M	+37%	17k	499.65	View chart
Palo Alto Networks (PANW)	0.2	$8.6M	-6%	54k	160.32	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$8.6M	-16%	34k	250.58	View chart
L3harris Technologies (LHX)	0.2	$8.5M		25k	345.15	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$8.4M	+18%	237k	35.44	View chart
Monolithic Power Systems (MPWR)	0.2	$8.4M	+23%	7.7k	1093.49	View chart
Biogen Idec (BIIB)	0.2	$8.4M		46k	183.33	View chart
Chubb (CB)	0.2	$8.4M	-10%	26k	325.97	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$8.2M	-6%	314k	26.20	View chart
Vanguard World Health Car Etf (VHT)	0.2	$8.2M		30k	272.33	View chart
Freeport Mcmoran CL B (FCX)	0.2	$8.1M	+78%	138k	58.78	View chart
Dover Corporation (DOV)	0.2	$8.0M	NEW	38k	208.45	View chart
International Business Machines (IBM)	0.2	$7.6M	-44%	31k	242.39	View chart
Capital One Financial (COF)	0.2	$7.4M	-8%	41k	182.43	View chart
Spdr Series Trust State Street Spd (HYMB)	0.2	$7.4M	+10%	299k	24.80	View chart
Union Pacific Corporation (UNP)	0.2	$7.4M	-3%	31k	242.62	View chart
Applied Materials (AMAT)	0.2	$7.4M	+7%	22k	341.79	View chart
Wal-Mart Stores (WMT)	0.2	$7.4M	-44%	59k	124.28	View chart
Public Storage (PSA)	0.2	$7.4M	+486%	27k	270.88	View chart
Kinder Morgan (KMI)	0.2	$7.3M	-7%	219k	33.53	View chart
Consolidated Edison (ED)	0.2	$7.3M	+42%	64k	113.18	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$7.0M	+42%	88k	79.56	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$6.9M	+41%	135k	51.23	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$6.8M	-6%	11k	616.76	View chart
W.R. Berkley Corporation (WRB)	0.1	$6.7M	+2%	102k	66.28	View chart
Amphenol Corp Cl A (APH)	0.1	$6.7M	+68%	53k	126.36	View chart
Natixis Etf Tr Gateway Quality (GQI)	0.1	$6.6M		120k	54.85	View chart
Johnson Controls Internation SHS (JCI)	0.1	$6.6M	+30%	50k	130.97	View chart
Unified Ser Tr Ballast Smlmd Cp (MGMT)	0.1	$6.6M	-2%	146k	45.12	View chart
Phillips 66 (PSX)	0.1	$6.5M	-23%	36k	182.18	View chart
ConocoPhillips (COP)	0.1	$6.5M	+2%	49k	132.00	View chart
Honeywell International (HON)	0.1	$6.3M	-11%	28k	226.03	View chart
Wabtec Corporation (WAB)	0.1	$6.3M	NEW	25k	249.91	View chart
Dow (DOW)	0.1	$6.2M	NEW	148k	41.65	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$6.1M	+3%	55k	110.78	View chart
Zoetis Cl A (ZTS)	0.1	$6.0M	+6%	51k	118.21	View chart
Halliburton Company (HAL)	0.1	$6.0M	NEW	153k	38.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$6.0M	-2%	42k	142.43	View chart
American Electric Power Company (AEP)	0.1	$5.9M		45k	131.08	View chart
Gilead Sciences (GILD)	0.1	$5.9M		43k	139.37	View chart
Pimco Etf Tr Commodity Strat (CMDT)	0.1	$5.9M	+2%	183k	32.27	View chart
BlackRock MuniHoldings Fund (MHD)	0.1	$5.9M	+217%	520k	11.28	View chart
Blackrock (BLK)	0.1	$5.8M	-19%	6.0k	961.67	View chart
Willis Towers Watson SHS (WTW)	0.1	$5.7M	-11%	20k	290.70	View chart
Equinix (EQIX)	0.1	$5.7M		5.8k	980.24	View chart
Cameco Corporation (CCJ)	0.1	$5.7M		52k	108.61	View chart
O'reilly Automotive (ORLY)	0.1	$5.6M	-55%	61k	92.31	View chart
Marathon Petroleum Corp (MPC)	0.1	$5.5M	-4%	23k	244.17	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$5.5M	-12%	118k	46.61	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$5.4M	-3%	59k	92.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$5.4M	-5%	44k	124.31	View chart
Arista Networks Com Shs (ANET)	0.1	$5.3M	-16%	43k	122.78	View chart
Vanguard World Utilities Etf (VPU)	0.1	$5.2M		27k	198.14	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$5.2M	-2%	48k	108.98	View chart
Raytheon Technologies Corp (RTX)	0.1	$5.2M	-6%	27k	192.90	View chart
Coca-Cola Company (KO)	0.1	$5.2M	-18%	68k	76.05	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$5.2M	-14%	26k	198.29	View chart
Pimco Etf Tr Inv Grd Crp Bd (CORP)	0.1	$5.1M	-11%	53k	96.80	View chart
Tesla Motors (TSLA)	0.1	$5.1M		14k	371.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$5.1M		174k	29.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$4.9M		161k	30.50	View chart
Lam Research Corp Com New (LRCX)	0.1	$4.9M	-20%	23k	213.66	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.8M		8.0k	604.40	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$4.8M	-15%	268k	17.75	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$4.7M		89k	52.70	View chart
Micron Technology (MU)	0.1	$4.3M	-24%	13k	337.83	View chart
Archer Daniels Midland Company (ADM)	0.1	$4.3M	-2%	60k	72.69	View chart
Starbucks Corporation (SBUX)	0.1	$4.3M		48k	89.59	View chart
Pentair SHS (PNR)	0.1	$4.3M	-14%	50k	87.11	View chart
Canadian Natural Resources (CNQ)	0.1	$4.3M	+3%	89k	48.73	View chart
General Motors Company (GM)	0.1	$4.3M	-6%	58k	74.50	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$4.3M	-4%	42k	101.14	View chart
Labcorp Holdings Com Shs (LH)	0.1	$4.3M	+22%	16k	266.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.2M	-12%	6.0k	697.76	View chart
Extra Space Storage (EXR)	0.1	$4.1M	NEW	32k	131.13	View chart
Yum! Brands (YUM)	0.1	$4.1M	+31%	26k	155.48	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.1M	-7%	44k	92.76	View chart
Nucor Corporation (NUE)	0.1	$4.0M	+70%	24k	169.13	View chart
Smucker J M Com New (SJM)	0.1	$4.0M	NEW	41k	96.44	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$4.0M		49k	81.98	View chart
Corning Incorporated (GLW)	0.1	$4.0M	-18%	29k	135.97	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$4.0M	-2%	19k	205.80	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$3.9M	-2%	11k	356.56	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$3.9M	-2%	12k	318.06	View chart
Allegion Ord Shs (ALLE)	0.1	$3.8M	+34%	27k	145.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$3.8M		56k	67.53	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.1	$3.8M	+26%	167k	22.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.8M		151k	25.10	View chart
Realty Income (O)	0.1	$3.8M	-4%	62k	61.18	View chart
Tko Group Holdings Cl A (TKO)	0.1	$3.8M	+414%	19k	201.65	View chart
Republic Services (RSG)	0.1	$3.7M	-3%	17k	219.02	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$3.7M	+4%	48k	76.54	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.1	$3.6M	-10%	162k	22.49	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$3.6M	+130%	9.5k	383.40	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.5M		70k	49.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$3.5M	-57%	135k	25.64	View chart
Ea Series Trust Marketdesk Focus (FMTM)	0.1	$3.4M	+2%	98k	34.76	View chart
Comcast Corp Cl A (CMCSA)	0.1	$3.4M	-24%	118k	28.71	View chart
Applovin Corp Com Cl A (APP)	0.1	$3.3M	-22%	8.3k	397.98	View chart
Invesco Qqq Tr Put Put Option (Principal)	0.1	$3.3M	+42%	5.7k	577.18	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$3.3M	+163%	142k	22.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$3.3M	+15%	44k	73.64	View chart
Expeditors International of Washington (EXPD)	0.1	$3.2M	+39%	23k	143.23	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$3.2M		50k	64.35	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$3.2M	-5%	98k	32.95	View chart
Becton, Dickinson and (BDX)	0.1	$3.2M	-9%	21k	157.23	View chart
UnitedHealth (UNH)	0.1	$3.2M	-24%	12k	270.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$3.2M		17k	191.81	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$3.1M	-7%	126k	24.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.0M	-7%	53k	56.68	View chart
Truist Financial Corp equities (TFC)	0.1	$3.0M		66k	45.97	View chart
Eaton Corp SHS (ETN)	0.1	$3.0M	-3%	8.4k	357.65	View chart
Vistra Energy (VST)	0.1	$2.9M	NEW	19k	150.33	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$2.8M	+23%	81k	35.04	View chart
Snap-on Incorporated (SNA)	0.1	$2.8M	-3%	7.8k	363.22	View chart
Marsh & McLennan Companies (MRSH)	0.1	$2.8M	-6%	16k	173.45	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$2.8M	-5%	29k	95.44	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$2.8M	+168%	8.2k	337.94	View chart
ESCO Technologies (ESE)	0.1	$2.8M	+2%	9.8k	281.37	View chart
Hershey Company (HSY)	0.1	$2.7M	-44%	13k	207.89	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$2.7M	-9%	71k	38.42	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$2.7M	+11%	262k	10.40	View chart
Stryker Corporation (SYK)	0.1	$2.7M	-24%	8.3k	328.98	View chart
Apple Hospitality Reit Com New (APLE)	0.1	$2.7M		236k	11.51	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.7M	-24%	29k	93.98	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$2.7M	-16%	27k	99.44	View chart
Marriott Intl Cl A (MAR)	0.1	$2.6M	-18%	8.1k	327.08	View chart
Lowe's Companies (LOW)	0.1	$2.6M	-27%	11k	236.27	View chart
SLB Com Stk (SLB)	0.1	$2.6M	+356%	51k	51.40	View chart
Five Below (FIVE)	0.1	$2.6M	+67%	11k	228.48	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$2.6M	-27%	4.9k	522.71	View chart
Ameren Corporation (AEE)	0.1	$2.6M		23k	109.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.1	$2.6M	-3%	32k	81.11	View chart
Jabil Circuit (JBL)	0.1	$2.5M	+47%	9.4k	265.63	View chart

Past Filings by Dakota Wealth Management

SEC 13F filings are viewable for Dakota Wealth Management going back to 2014

Dakota Wealth Management 2026 Q1 filed May 7, 2026
Dakota Wealth Management 2025 Q4 filed Jan. 13, 2026
Dakota Wealth Management 2025 Q3 filed Nov. 10, 2025
Dakota Wealth Management 2025 Q2 filed July 16, 2025
Dakota Wealth Management 2025 Q1 filed May 2, 2025
Dakota Wealth Management 2024 Q4 filed Jan. 17, 2025
Dakota Wealth Management 2024 Q3 filed Oct. 23, 2024
Dakota Wealth Management 2024 Q2 filed July 22, 2024
Dakota Wealth Management 2024 Q1 filed April 24, 2024
Dakota Wealth Management 2023 Q4 filed Jan. 30, 2024
Dakota Wealth Management 2023 Q3 filed Oct. 24, 2023
Dakota Wealth Management 2023 Q2 filed July 31, 2023
Dakota Wealth Management 2023 Q1 filed April 14, 2023
Dakota Wealth Management 2022 Q4 filed Feb. 8, 2023
Dakota Wealth Management 2022 Q3 filed Nov. 10, 2022
Dakota Wealth Management 2022 Q2 filed Aug. 5, 2022

View all past filings

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