Dakota Wealth Management
Q4 2025 13F Holdings
- Locationpalm beach gardens, FL
- Num holdings
777
- Value ($000)
$5,636,365
- Date Filed01/13/2026
- Form type13F-HR
- CIK0001631353
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KLA CORP | COM NEW | 482480100 | $1.05B | 19 % | 867,326 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $187.52M | 3 % | 273,774 | ||
APPLE INC | COM | 037833100 | $174.43M | 3 % | 641,622 | ||
MICROSOFT CORP | COM | 594918104 | $129.24M | 2 % | 267,231 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R663 | $111.89M | 2 % | 1,224,459 | ||
AMAZON COM INC | COM | 023135106 | $85.87M | 2 % | 372,031 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $83.09M | 2 % | 265,452 | ||
NVIDIA CORPORATION | COM | 67066G104 | $81.34M | 1 % | 436,114 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $78.57M | 1 % | 243,841 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $73.82M | 1 % | 978,548 |
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