account_balance
Investment manager · 13F filer · SEC CIK 1631353
Dakota Wealth Management
Reported value$5.32Bas of Sep 30, 2026
Positions753 51 new, 69 sold out
Top 10 weight25.3%AAPL alone is 4%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
4.0%Added +3%
IVViShares Tr
3.9%
SPDWSPDR Index SHS FDS
2.7%Added +26%
SPYGSPDR Series Trust
2.5%Added +50%
MSFTMicrosoft Corp
2.5%Added +3%
BILSPDR Series Trust
2.1%Added +7%
NVDANvidia Corporation
2.0%Added +3%
SPSMSPDR Series Trust
1.9%Added +25%
KLACKla Corp
1.8%
AMZNAmazon Com Inc
1.8%Added +8%
GOOGLAlphabet Inc
1.7%Added +5%
VXUSVanguard Star FDS
1.7%
AAPLApple Inc
4.0%Added +3%
IVViShares Tr
3.9%
SPDWSPDR Index SHS FDS
2.7%Added +26%
SPYGSPDR Series Trust
2.5%Added +50%
MSFTMicrosoft Corp
2.5%Added +3%
BIL2.1%
NVDA2.0%SPSM1.9%
KLAC1.8%AMZN1.8%GOOGL1.7%VXUS1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 4.0% Added +3%
IVV iShares Tr 3.9% Held
SPDW SPDR Index SHS FDS 2.7% Added +26%
SPYG SPDR Series Trust 2.5% Added +50%
MSFT Microsoft Corp 2.5% Added +3%BIL SPDR Series Trust 2.1% Added +7%
NVDA Nvidia Corporation 2.0% Added +3%SPSM SPDR Series Trust 1.9% Added +25%
KLAC Kla Corp 1.8% HeldAMZN Amazon Com Inc 1.8% Added +8%GOOGL Alphabet Inc 1.7% Added +5%VXUS Vanguard Star FDS 1.7% Held
What changed