Dakota Wealth Management just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -804,727 shares of $KLAC (~$1,140,772,948). This was a decrease of ~93% from their previous position.
- An addition of 440,907 shares of $SGOV (~$44,383,903). This was an increase of ~inf% over their previous position.
- A decrease of -176,772 shares of $RSP (~$33,926,082). This was a decrease of ~47% from their previous position.
- An addition of 575,683 shares of $SPDW (~$26,279,929). This was an increase of ~42% over their previous position.
- An addition of 457,007 shares of $SPYV (~$25,857,456). This was an increase of ~66% over their previous position.
- An addition of 233,570 shares of $SPYG (~$22,868,839). This was an increase of ~70% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Dakota Wealth Management for more details.
