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 PSTL
Export CSVShares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $793,571 | 49,168 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $789,677 | 50,330 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $732,228 | 49,710 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $671,445 | 47,020 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $621,936 | 47,658 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,305,170 | 157,457 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,177,975 | 163,389 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,526,577 | 176,437 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,611,670 | 179,373 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,014,996 | 149,259 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,282,271 | 155,151 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,227,553 | 146,357 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,874,704 | 129,023 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,319,185 | 89,924 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $302,753 | 20,319 | Shares | Sole | 2022-08-05 | |
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