Dakota Wealth Management: 13F holdings
CIK 16313532026Q2
| Positions | 776 |
|---|
| Reported value | $5.2bn |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 776 (+10 vs prior quarter) |
|---|
| Reported value | $5.2bn (+13.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 270,046 | $202.2m | 3.9% |
| AAPL APPLE INC | 617,780 | $178.8m | 3.4% |
| KLAC KLA CORP | 507,578 | $153.1m | 2.9% |
| EWU SPDR INDEX SHS FDS | 2,274,169 | $114.6m | 2.2% |
| BIL SPDR SERIES TRUST | 1,137,302 | $104.2m | 2.0% |
| MSFT MICROSOFT CORP | 250,746 | $93.5m | 1.8% |
| NVDA NVIDIA CORPORATION | 457,998 | $91.6m | 1.7% |
| GOOGL ALPHABET INC | 254,769 | $91.0m | 1.7% |
| VXUS VANGUARD STAR FDS | 1,043,855 | $89.2m | 1.7% |
| SPYG SPDR SERIES TRUST | 733,889 | $87.3m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1631353")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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