Dakota Wealth Management
CIK
1631353
City
PALM BEACH GARDENS
State / Country
FL
Top Portfolio Positions
515 positions ·
$2,542,256,044 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
614,281 | $155,898,374 | 6.13% | |
| MSFT |
Microsoft Corp
Technology
|
265,501 | $98,280,505 | 3.87% | |
| KLAC |
Kla Corp
Technology
|
62,599 | $92,171,393 | 3.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
269,131 | $77,391,310 | 3.04% | |
| NVDA |
Nvidia Corp
Technology
|
426,151 | $74,320,734 | 2.92% | |
| SPY |
Spdr S&P 500 ETF Trust
|
114,199 | $74,268,177 | 2.92% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
336,533 | $70,089,727 | 2.76% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
221,361 | $65,115,551 | 2.56% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
98,402 | $56,795,666 | 2.23% | |
| XOM |
Exxon Mobil Corp
Energy
|
326,055 | $55,318,491 | 2.18% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IPEX
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,760 | 21,900 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $225,132 | 21,900 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $224,256 | 21,900 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $220,971 | 21,900 | Shares | Defined | 2025-07-16 | |
| No 13F history on record for this holder in this stock. | ||||||