Dakota Wealth Management

Q2 2025 13F Holdings

  • Location
    palm beach gardens, FL
  • Num holdings

    761

  • Value ($000)

    $4,749,726

  • Date Filed
    07/16/2025
  • Form type
    13F-HR
  • CIK
    0001631353
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KLAC
KLAC

KLA CORP

COM NEW
482480100
$783.04M
17 %

874,187

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$167.44M
4 %

269,665

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$122.06M
3 %

245,391

AAPL
AAPL

APPLE INC

COM
037833100
$119.42M
3 %

582,071

KRE
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$117.01M
3 %

1,275,573

AMZN
AMZN

AMAZON COM INC

COM
023135106
$84.85M
2 %

386,743

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$73.20M
2 %

252,486

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$69.08M
2 %

380,120

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$66.49M
1 %

420,839

META
META

META PLATFORMS INC

CL A
30303M102
$56.74M
1 %

76,870

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