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
KLAC
KLAC

KLA CORP

COM NEW
482480100
$941.72 M
19 %

873,092

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$177.99 M
4 %

265,941

AAPL
AAPL

APPLE INC

COM
037833100
$147.67 M
3 %

579,952

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$122.23 M
3 %

235,980

KRE
KRE

SPDR SERIES TRUST

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

1,298,260

AMZN
AMZN

AMAZON COM INC

COM
023135106
$77.56 M
2 %

353,256

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$75.37 M
2 %

238,930

RSP
RSP

INVESCO EXCHANGE TRADED FD T

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

377,940

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$69.29 M
1 %

371,362

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$66.20 M
1 %

99,364

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