Dakota Wealth Management

Q3 2025 13F Holdings

  • Location
    palm beach gardens, FL
  • Num holdings

    646

  • Value ($000)

    $4,962,628

  • Date Filed
    11/10/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KLAC

KLA CORP

COM NEW
482480100
$941.72M
19 %

873,092

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$177.99M
4 %

265,941

A
AAPL

APPLE INC

COM
037833100
$147.67M
3 %

579,952

M
MSFT

MICROSOFT CORP

COM
594918104
$122.23M
3 %

235,980

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$119.12M
2 %

1,298,260

A
AMZN

AMAZON COM INC

COM
023135106
$77.56M
2 %

353,256

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$75.37M
2 %

238,930

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$71.70M
1 %

377,940

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$69.29M
1 %

371,362

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$66.20M
1 %

99,364

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