Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dakota Wealth Management (CIK 1631353) reported $4.62B across 744 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($175.5M, 3.80%), AAPL ($155.9M, 3.37%), BIL ($118.8M, 2.57%), MSFT ($98.3M, 2.13%), KLAC ($92.2M, 1.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $175.5M | 3.80% | 268,724 | Trimmed |
| 2 | AAPL | APPLE INC | $155.9M | 3.37% | 614,281 | Trimmed |
| 3 | BIL | SPDR SERIES TRUST | $118.8M | 2.57% | 1.3M | Added |
| 4 | MSFT | MICROSOFT CORP | $98.3M | 2.13% | 265,501 | Trimmed |
| 5 | KLAC | KLA CORP | $92.2M | 1.99% | 62,599 | Trimmed |
| 6 | SPDW | SPDR INDEX SHS FDS | $89.3M | 1.93% | 2.0M | Added |
| 7 | VXUS | VANGUARD STAR FDS | $79.0M | 1.71% | 1.0M | Added |
| 8 | GOOGL | ALPHABET INC | $77.4M | 1.67% | 269,131 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $74.3M | 1.61% | 114,199 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $74.3M | 1.61% | 426,151 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $70.1M | 1.52% | 336,533 | Trimmed |
| 12 | SPSM | SPDR SERIES TRUST | $66.8M | 1.45% | 1.4M | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $65.1M | 1.41% | 221,361 | Trimmed |
| 14 | SPYV | SPDR SERIES TRUST | $64.8M | 1.40% | 1.1M | Added |
| 15 | IGIB | ISHARES TR | $58.3M | 1.26% | 1.1M | Added |
| 16 | MBB | ISHARES TR | $57.3M | 1.24% | 603,613 | Added |
| 17 | QQQ | INVESCO QQQ TR | $56.8M | 1.23% | 98,402 | Added |
| 18 | SPYG | SPDR SERIES TRUST | $55.5M | 1.20% | 566,820 | Added |
| 19 | XOM | EXXON MOBIL CORP | $55.3M | 1.20% | 326,055 | Trimmed |
| 20 | COST | COSTCO WHOLESALE CORPORATION | $53.6M | 1.16% | 53,836 | Added |
| 21 | IGSB | ISHARES TR | $52.1M | 1.13% | 991,241 | Added |
| 22 | SGOV | ISHARES TR | $44.4M | 0.96% | 440,907 | New |
| 23 | META | META PLATFORMS INC | $40.2M | 0.87% | 70,267 | Trimmed |
| 24 | CAT | CATERPILLAR INC | $40.2M | 0.87% | 56,708 | Trimmed |
| 25 | GOOG | ALPHABET INC | $39.9M | 0.86% | 139,134 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31