Dakota Wealth Management
Top Portfolio Positions
455 positions ·
$3,543,891,968 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| KLAC |
Kla Corp
Technology
|
867,326 | $1,053,870,476 | 29.74% |
| AAPL |
Apple Inc.
Technology
|
641,622 | $174,431,356 | 4.92% |
| MSFT |
Microsoft Corp
Technology
|
267,231 | $129,238,256 | 3.65% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
372,031 | $85,872,195 | 2.42% |
| GOOGL |
Alphabet Inc.
Communication Services
|
265,452 | $83,086,476 | 2.34% |
| NVDA |
Nvidia Corp
Technology
|
436,114 | $81,335,261 | 2.30% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
243,841 | $78,570,447 | 2.22% |
| SPY |
Spdr S&P 500 Etf Trust
|
108,098 | $73,714,188 | 2.08% |
| QQQ |
Invesco Qqq Trust, Series 1
|
94,219 | $57,879,673 | 1.63% |
| AVGO |
Broadcom Inc.
Technology
|
147,361 | $51,001,642 | 1.44% |
Portfolio Trend
Holdings in FSSL
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $429,205 | 30,354 | Shares | Sole | 2026-01-13 | |
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