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Dakota Wealth Management

Q4 2025 13F Holdings

  • Location
    palm beach gardens, FL
  • Num holdings

    777

  • Value ($000)

    $5,636,365

  • Date Filed
    01/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KLAC

KLA CORP

COM NEW
482480100
$1.05B
19 %

867,326

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$187.52M
3 %

273,774

A
AAPL

APPLE INC

COM
037833100
$174.43M
3 %

641,622

M
MSFT

MICROSOFT CORP

COM
594918104
$129.24M
2 %

267,231

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$111.89M
2 %

1,224,459

A
AMZN

AMAZON COM INC

COM
023135106
$85.87M
2 %

372,031

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$83.09M
2 %

265,452

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$81.34M
1 %

436,114

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$78.57M
1 %

243,841

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VANGUARD STAR FDS

VG TL INTL STK F
921909768
$73.82M
1 %

978,548

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