Dakota Wealth Management - Portfolio overview

Dakota Wealth Management has 863 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 3.71%
2. AAPL - APPLE INC, 3.29%
3. BIL - SPDR SERIES TRUST, 2.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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