Dakota Wealth Management: summary

Dakota Wealth Management reported 754 positions with a reported value of $5.38B in its 13F for Q3 2026. Compared with Q2 2026: 53 new positions, 75 exited.

Top positions

• APPLE INC COM
• ISHARES CORE S&P 500 ETF
• STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
• SPDR SERIES TRUST
• MICROSOFT CORP COM
• SPDR BLOOMBERG 1-3 MONTH T-B
• NVIDIA CORPORATION
• STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
• KLA CORP COM NEW
• AMAZON COM INC