Dakota Wealth Management
Dakota Wealth Management reported 766 positions worth $4.62B as of March 31, 2026 (13F filed August 26, 2026). Largest holding: IVV (3.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $175.5M | 3.80% | 268,724 | — | — | |
| ▸ 2 | AAPL | SH | $155.9M | 3.37% | 614,281 | — | — | |
| ▸ 3 | BIL | SH | $118.8M | 2.57% | 1,296,094 | — | — | |
| ▸ 4 | MSFT | SH | $98.3M | 2.13% | 265,501 | — | — | |
| ▸ 5 | KLAC | SH | $92.2M | 1.99% | 62,599 | — | — | |
| ▸ 6 | SPDW | SH | $89.3M | 1.93% | 1,957,231 | — | — | |
| ▸ 7 | VXUS | SH | $79.0M | 1.71% | 1,025,006 | — | — | |
| ▸ 8 | GOOGL | SH | $77.4M | 1.67% | 269,131 | — | — | |
| ▸ 9 | NVDA | SH | $74.3M | 1.61% | 426,151 | — | — | |
| ▸ 10 | SPY | SH | $74.3M | 1.61% | 114,199 | — | — |
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Frequently Asked Questions
What stocks does Dakota Wealth Management hold as of Q1 2026?
Dakota Wealth Management reported 766 positions worth $4.62B in its Q1 2026 13F filing. Largest positions: IVV (3.8%), AAPL (3.4%), BIL (2.6%), MSFT (2.1%) and KLAC (2.0%).
What did Dakota Wealth Management buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Dakota Wealth Management sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.