Dakota Wealth Management
CIK
1631353
City
PALM BEACH GARDENS
State / Country
FL
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 FINS
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,030,646 | 80,835 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,028,200 | 77,835 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $1,020,416 | 77,835 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,082,986 | 83,435 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $833,738 | 61,850 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $785,495 | 61,850 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $827,572 | 62,600 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $774,362 | 62,600 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $771,569 | 61,775 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $715,791 | 60,100 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $564,977 | 46,925 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $500,744 | 42,400 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $443,263 | 35,950 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $441,945 | 34,500 | Shares | Other | 2023-02-08 | |
| No 13F history on record for this holder in this stock. | ||||||