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Dakota Wealth Management - Portfolio Stock Holdings

Dakota Wealth Management disclosed 837 stock positions in a recent SEC 13F filing. $5,186,884,964 of stock holdings were filed, with the largest holdings including IVV, AAPL, and KLAC. This filing represented positions held on June 30, 2026, and was filed on Aug. 7, 2026.

Report Period:

June 30, 2026

No. of Stocks:

837

Est. Stock Holding Value:

$5,186,884,964

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Dakota Wealth Management

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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