Dakota Wealth Management
Top Portfolio Positions
520 positions ·
$2,573,366,744 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
614,281 | $155,898,374 | 6.06% | |
| MSFT |
Microsoft Corp
Technology
|
265,501 | $98,280,505 | 3.82% | |
| KLAC |
Kla Corp
Technology
|
62,599 | $92,171,393 | 3.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
269,131 | $77,391,310 | 3.01% | |
| NVDA |
Nvidia Corp
Technology
|
426,151 | $74,320,734 | 2.89% | |
| SPY |
Spdr S&P 500 ETF Trust
|
114,199 | $74,268,177 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
336,533 | $70,089,727 | 2.72% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
221,361 | $65,115,551 | 2.53% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
98,402 | $56,795,666 | 2.21% | |
| XOM |
Exxon Mobil Corp
Energy
|
326,055 | $55,318,491 | 2.15% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EIM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,963,379 | 200,960 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,019,948 | 207,600 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $2,507,524 | 252,266 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $3,157,148 | 326,489 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $2,962,376 | 297,129 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $3,284,275 | 317,015 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,305,224 | 307,177 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $5,223,483 | 493,713 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $4,627,867 | 447,137 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,886,810 | 383,693 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $4,156,274 | 463,870 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $3,840,381 | 385,968 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,916,150 | 376,553 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $3,464,763 | 333,471 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $1,937,993 | 200,206 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,057,170 | 192,259 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $1,537,699 | 133,713 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $1,274,577 | 93,857 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,393,928 | 104,180 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $2,293,738 | 167,671 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,836,157 | 213,245 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $3,251,270 | 239,064 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $3,965,736 | 301,119 | Shares | Other | 2020-11-04 | |
| 2020-06-30 | $4,776,219 | 375,489 | Shares | Other | 2020-08-07 | |
| 2020-03-31 | $4,683,144 | 375,252 | Shares | Other | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||