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Dakota Wealth Management

Q1 2026 13F Holdings

  • Location
    palm beach gardens, FL
  • Num holdings

    766

  • Value ($000)

    $4,621,475

  • Date Filed
    05/07/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$175.53M
4 %

268,724

A
AAPL

APPLE INC

COM
037833100
$155.9M
3 %

614,281

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78468R663
$118.77M
3 %

1,296,094

M
MSFT

MICROSOFT CORP

COM
594918104
$98.28M
2 %

265,501

K
KLAC

KLA CORP

COM NEW
482480100
$92.17M
2 %

62,599

S
SPDW

SPDR INDEX SHS FDS

STATE STREET SPD
78463X889
$89.35M
2 %

1,957,231

---

VANGUARD STAR FDS

VG TL INTL STK F
921909768
$79.04M
2 %

1,025,006

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$77.39M
2 %

269,131

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$74.32M
2 %

426,151

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$74.27M
2 %

114,199

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