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 WIA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $838,243 | 103,743 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $850,098 | 102,793 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $854,150 | 101,443 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $924,361 | 110,043 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $889,007 | 106,468 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $851,744 | 106,468 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $910,301 | 106,468 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $846,000 | 105,618 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $856,474 | 105,218 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $854,370 | 105,218 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $751,642 | 96,118 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $727,044 | 88,020 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $733,693 | 84,820 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $711,142 | 82,595 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $551,776 | 61,651 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $602,946 | 61,651 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $742,212 | 63,437 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $855,340 | 64,554 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $920,558 | 66,804 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $935,256 | 66,804 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $863,695 | 67,529 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $921,095 | 67,529 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $1,174,456 | 96,425 | Shares | Other | 2020-11-04 | |
| 2020-06-30 | $1,143,837 | 97,100 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,006,332 | 95,750 | Shares | Other | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||