Dakota Wealth Management — 13F holdings

Dakota Wealth Management reported 776 holdings worth $5.24B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

  1. IVV ISHARES TR — $202M (3.9%)
  2. AAPL APPLE INC — $179M (3.4%)
  3. KLAC KLA CORP — $153M (2.9%)
  4. SPDW SPDR INDEX SHS FDS — $115M (2.2%)
  5. BIL SPDR SERIES TRUST — $104M (2.0%)
  6. MSFT MICROSOFT CORP — $93.5M (1.8%)
  7. NVDA NVIDIA CORPORATION — $91.6M (1.7%)
  8. GOOGL ALPHABET INC — $91.0M (1.7%)
  9. VXUS VANGUARD STAR FDS — $89.2M (1.7%)
  10. SPYG SPDR SERIES TRUST — $87.3M (1.7%)