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Dakota Wealth Management

Q2 2026 13F filing

Updated 34 days ago

776 disclosed positions worth $5.2B

Portfolio value
$5.2B
Total holdings
776
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-07

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

Value
$202.2M
Shares
270.0K
% Port
3.86%
A

APPLE INC

Value
$178.8M
Shares
617.8K
% Port
3.41%
K

KLA CORP

Value
$153.1M
Shares
507.6K
% Port
2.92%
S

SPDR INDEX SHS FDS

Value
$114.6M
Shares
2.27M
% Port
2.19%
S

SPDR SERIES TRUST

Value
$104.2M
Shares
1.14M
% Port
1.99%
M

MICROSOFT CORP

Value
$93.5M
Shares
250.7K
% Port
1.78%
N

NVIDIA CORPORATION

Value
$91.6M
Shares
458.0K
% Port
1.75%
G

ALPHABET INC

Value
$91M
Shares
254.8K
% Port
1.74%
V

VANGUARD STAR FDS

Value
$89.2M
Shares
1.04M
% Port
1.70%
S

SPDR SERIES TRUST

Value
$87.3M
Shares
733.9K
% Port
1.67%
A
11.ARCC

SPDR SERIES TRUST

Value
$86.5M
Shares
1.50M
% Port
1.65%
S
12.SPY

STATE STR SPDR S&P 500 ETF T

Value
$86.1M
Shares
115.3K
% Port
1.64%
A
13.AMZN

AMAZON COM INC

Value
$84.3M
Shares
353.8K
% Port
1.61%
S

SPDR SERIES TRUST

Value
$83.1M
Shares
1.37M
% Port
1.59%
Q
15.QQQ

INVESCO QQQ TR

Value
$71.9M
Shares
97.6K
% Port
1.37%
E
16.ETHA

ISHARES TR

Value
$68.1M
Shares
720.7K
% Port
1.30%
J

JPMORGAN CHASE & CO

Value
$65.2M
Shares
199.3K
% Port
1.25%
E
18.ETHA

ISHARES TR

Value
$65.2M
Shares
1.23M
% Port
1.24%
C
19.CSCO

CISCO SYS INC

Value
$59M
Shares
501.9K
% Port
1.13%
E
20.ETHA

ISHARES TR

Value
$57.9M
Shares
1.10M
% Port
1.10%
L
21.LLY

ELI LILLY & CO

Value
$57.3M
Shares
47.8K
% Port
1.09%
V
22.V

VISA INC

Value
$55.2M
Shares
161.0K
% Port
1.05%
C
23.CAT

CATERPILLAR INC

Value
$50.1M
Shares
47.0K
% Port
0.96%
G

ALPHABET INC

Value
$47.4M
Shares
134.1K
% Port
0.90%
S

SELECT SECTOR SPDR TR

Value
$46.9M
Shares
246.3K
% Port
0.90%
C
26.COST

COSTCO WHOLESALE CORPORATION

Value
$46.6M
Shares
49.8K
% Port
0.89%
A
27.AVGO

BROADCOM INC

Value
$43.2M
Shares
114.5K
% Port
0.83%
I
28.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$42.3M
Shares
198.7K
% Port
0.81%
E
29.ETHA

ISHARES TR

Value
$41.4M
Shares
137.9K
% Port
0.79%
?
30.N/A

EA SERIES TRUST

Value
$41.1M
Shares
1.42M
% Port
0.78%
B
31.BLK

ISHARES TR

Value
$39.1M
Shares
476.2K
% Port
0.75%
X
32.XOM

EXXON MOBIL CORP

Value
$38.6M
Shares
282.4K
% Port
0.74%
E
33.ETHA

ISHARES TR

Value
$37.3M
Shares
370.3K
% Port
0.71%
V
34.VGES

VANGUARD SCOTTSDALE FDS

Value
$36.1M
Shares
612.9K
% Port
0.69%
M
35.META

META PLATFORMS INC

Value
$35.6M
Shares
63.2K
% Port
0.68%
J

J P MORGAN EXCHANGE TRADED F

Value
$34.7M
Shares
686.0K
% Port
0.66%
S

SPDR SERIES TRUST

Value
$33.6M
Shares
497.8K
% Port
0.64%
B

BERKSHIRE HATHAWAY INC DEL

Value
$32.5M
Shares
64.9K
% Port
0.62%
E
39.ETHA

ISHARES TR

Value
$32.4M
Shares
293.5K
% Port
0.62%
M
40.MRK

MERCK & CO INC

Value
$32.1M
Shares
250.0K
% Port
0.61%
V
41.VGES

VANGUARD INDEX FDS

Value
$30.4M
Shares
139.5K
% Port
0.58%
E
42.ETHA

ISHARES TR

Value
$28.9M
Shares
268.7K
% Port
0.55%
V
43.VGES

VANGUARD INDEX FDS

Value
$27.8M
Shares
75.2K
% Port
0.53%
V
44.VGES

VANGUARD INDEX FDS

Value
$27M
Shares
312.9K
% Port
0.51%
E
45.ETHA

ISHARES TR

Value
$25.4M
Shares
293.5K
% Port
0.48%
J
46.JNJ

JOHNSON & JOHNSON

Value
$25M
Shares
98.6K
% Port
0.48%
I
47.IAU

ISHARES GOLD TR

Value
$24.9M
Shares
330.1K
% Port
0.48%
V
48.VGES

VANGUARD INDEX FDS

Value
$24.3M
Shares
79.2K
% Port
0.46%
A
49.AMD

ADVANCED MICRO DEVICES INC

Value
$23.9M
Shares
41.2K
% Port
0.46%
B

BANK OF NY MELLON CORP

Value
$23.7M
Shares
163.8K
% Port
0.45%