Dakota Wealth Management
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
Holdings in MIN
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $181,598 | 72,350 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $158,166 | 60,600 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $162,408 | 60,600 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $177,648 | 65,553 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $176,337 | 65,553 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $190,722 | 71,700 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $195,024 | 71,700 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $190,722 | 71,700 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $110,589 | 41,575 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $102,577 | 38,275 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $102,577 | 38,275 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $104,873 | 38,275 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $84,415 | 30,475 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $84,111 | 30,475 | Shares | Other | 2023-02-08 | |
| 2021-06-30 | $183,540 | 49,075 | Shares | Other | 2021-08-02 | |
| 2021-03-31 | $276,768 | 74,400 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $283,464 | 74,400 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $277,512 | 74,400 | Shares | Other | 2020-11-04 | |
| 2020-06-30 | $275,280 | 74,400 | Shares | Other | 2020-08-07 | |
| 2020-03-31 | $267,840 | 74,400 | Shares | Other | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||