Dakota Wealth Management

Institutional manager (13F) · CIK 1631353

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.6B

#	Issuer	Value	Shares
1	ISHARES TR	$176M	268,724
2	APPLE INC	$156M	614,281
3	SPDR SERIES TRUST	$119M	1,296,094
4	MICROSOFT CORP	$98M	265,501
5	KLA CORP	$92M	62,599
6	SPDR INDEX SHS FDS	$89M	1,957,231
7	VANGUARD STAR FDS	$79M	1,025,006
8	ALPHABET INC	$77M	269,131
9	NVIDIA CORPORATION	$74M	426,151
10	STATE STR SPDR S&P 500 ETF T	$74M	114,199
11	AMAZON COM INC	$70M	336,533
12	SPDR SERIES TRUST	$67M	1,383,470
13	JPMORGAN CHASE & CO	$65M	221,361
14	SPDR SERIES TRUST	$65M	1,145,536
15	ISHARES TR	$58M	1,095,757
16	ISHARES TR	$57M	603,613
17	INVESCO QQQ TR	$57M	98,402
18	SPDR SERIES TRUST	$55M	566,820
19	EXXON MOBIL CORP	$55M	326,055
20	COSTCO WHOLESALE CORPORATION	$54M	53,836
21	ISHARES TR	$52M	991,241
22	ISHARES TR	$44M	440,907
23	META PLATFORMS INC	$40M	70,267
24	CATERPILLAR INC	$40M	56,708
25	ALPHABET INC	$40M	139,134
26	VISA INC	$39M	129,682
27	INVESCO EXCHANGE TRADED FD T	$39M	201,358
28	CISCO SYS INC	$38M	492,444
29	ISHARES TR	$37M	148,165
30	EA SERIES TRUST	$36M	1,422,730
31	J P MORGAN EXCHANGE TRADED F	$36M	704,400
32	BROADCOM INC	$36M	114,908
33	ISHARES TR	$35M	420,006
34	ELI LILLY & CO	$34M	36,821
35	SELECT SECTOR SPDR TR	$34M	253,199
36	TJX COS INC NEW	$33M	208,329
37	BERKSHIRE HATHAWAY INC DEL	$32M	65,872
38	ISHARES TR	$31M	320,317
39	VANGUARD SCOTTSDALE FDS	$30M	504,812
40	ISHARES GOLD TR	$29M	328,928
41	ISHARES TR	$28M	264,783
42	MERCK & CO INC	$28M	233,345
43	VANGUARD INDEX FDS	$27M	139,684
44	NEWMONT CORP	$26M	240,353
45	ISHARES TR	$25M	833,086
46	VANGUARD INDEX FDS	$25M	97,686
47	JOHNSON & JOHNSON	$25M	102,656
48	BANK NEW YORK MELLON CORP	$25M	211,000
49	ABBOTT LABORATORIES	$24M	233,106
50	SPDR SERIES TRUST	$24M	402,793

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.