Dakota Wealth Management
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationpalm beach gardens, FL
- CIK0001631353
- Alternate namesOakmont Partners LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
748 | $4.35B | KLAC, AAPL, IVV, KRE | 13F-HR | Jan 17, 2025 | 000195175725000061 | ||
733 | $4.43B | KLAC, AAPL, IVV, MSFT | 13F-HR | Oct 23, 2024 | 000195175724001101 | ||
718 | $4.26B | KLAC, IVV, AAPL, MSFT | 13F-HR | Jul 22, 2024 | 000195175724000560 | ||
721 | $4.03B | KLAC, IVV, MSFT, AAPL | 13F-HR | Apr 24, 2024 | 000195175724000380 | ||
657 | $2.57B | IVV, AAPL, MSFT, KRE | 13F-HR | Jan 30, 2024 | 000195175724000170 | ||
656 | $2.27B | IVV, AAPL, MSFT, KRE | 13F-HR | Oct 24, 2023 | 000108514623003874 | ||
644 | $2.13B | IVV, AAPL, MSFT, KRE | 13F-HR | Jul 31, 2023 | 000108514623002976 | ||
615 | $1.50B | KRE, MSFT, AAPL, XOM | 13F-HR | Apr 14, 2023 | 000108514623001688 | ||
599 | $1.41B | KRE, MSFT, AAPL, JNJ | 13F-HR | Feb 8, 2023 | 000108514623000750 | ||
571 | $1.24B | AAPL, MSFT, KRE, AMZN | 13F-HR | Nov 10, 2022 | 000108514622003929 | ||
510 | $1.09B | MSFT, AAPL, GOOGL, JNJ | 13F-HR | Aug 5, 2022 | 000108514622002804 | ||
453 | $1.23B | MSFT, AAPL, AMZN, IWF | 13F-HR | May 13, 2022 | 000108514622002029 | ||
387 | $948.00M | AAPL, MSFT, AMZN, IWF | 13F-HR | Feb 10, 2022 | 000108514622000799 | ||
347 | $869.40M | AAPL, MSFT, AMZN, IWF | 13F-HR | Nov 15, 2021 | 000108514621003322 | ||
334 | $839.96M | AAPL, MSFT, AMZN, IWF | 13F-HR | Aug 2, 2021 | 000108514621002174 | ||
315 | $761.96M | AAPL, MSFT, IWF, AMZN | 13F-HR | May 10, 2021 | 000108514621001555 | ||
319 | $768.68M | AAPL, IWF, MSFT, AMZN | 13F-HR | Feb 12, 2021 | 000108514621000729 | ||
292 | $634.55M | IWF, AAPL, MSFT, AMZN | 13F-HR | Nov 4, 2020 | 000108514620002737 | ||
276 | $584.45M | IWF, AAPL, MSFT, MDY | 13F-HR | Aug 7, 2020 | 000108514620002048 | ||
256 | $458.06M | IWF, MSFT, AAPL, MDY | 13F-HR | Apr 29, 2020 | 000108514620001256 | ||
305 | $623.75M | ESS, MDY, IWF, AAPL | 13F-HR | Feb 6, 2020 | 000108514620000421 | ||
309 | $580.94M | ESS, MDY, IWF, MSFT | 13F-HR | Nov 14, 2019 | 000108514619002985 | ||
283 | $522.60M | ESS, MDY, IWF, EFA | 13F-HR | Aug 7, 2019 | 000108514619002135 | ||
300 | $502.74M | ESS, MDY, IWF, EFA | RESTATEMENT | Apr 29, 2019 | 000108514619001274 | ||
277 | $441.67M | ESS, MDY, EFA, IWF | 13F-HR | Jan 22, 2019 | 000108514619000200 | ||
280 | $445.04M | ESS, MDY, EFA, IWF | 13F-HR | Nov 7, 2018 | 000108514618002527 | ||
202 | $359.75M | MDY, ESS, EFA, IWF | 13F-HR | Aug 9, 2018 | 000108514618001931 | ||
92 | $193.90M | MDY, EFA, IWF, POWERSHARES ETF TRUST II | 13F-HR | Apr 10, 2018 | 000108514618001038 | ||
77 | $188.69M | MDY, EFA, VYM, POWERSHARES ETF TRUST II | 13F-HR | Jan 16, 2018 | 000108514618000132 | ||
61 | $184.69M | MDY, EFA, POWERSHARES ETF TRUST II, AMLP | 13F-HR | Oct 16, 2017 | 000108514617002061 | ||
63 | $180.98M | MDY, EFA, AMLP, POWERSHARES ETF TRUST II | 13F-HR | Jul 11, 2017 | 000108514617001465 | ||
62 | $171.25M | MDY, EFA, AMLP, POWERSHARES ETF TRUST II | 13F-HR | Apr 12, 2017 | 000108514617000964 | ||
52 | $154.95M | MDY, EFA, AMLP, POWERSHARES ETF TRUST II | 13F-HR | Jan 9, 2017 | 000108514617000067 | ||
53 | $154.02M | MDY, EFA, AMLP, PFF | 13F-HR | Oct 11, 2016 | 000108514616004474 | ||
52 | $148.73M | MDY, EFA, AMLP, PFF | 13F-HR | Jul 12, 2016 | 000108514616003961 | ||
51 | $139.27M | MDY, EFA, RWO, LQD | 13F-HR | May 16, 2016 | 000108514616003829 | ||
53 | $147.53M | MDY, EFA, PCYUSD, RWO | 13F-HR | Jan 12, 2016 | 000108514616002577 | ||
50 | $145.94M | MDY, EFA, PCYUSD, LQD | 13F-HR | Oct 16, 2015 | 000108514615002015 | ||
58 | $165.55M | MDY, EFA, LQD, PCYUSD | 13F-HR | Jul 13, 2015 | 000108514615001446 | ||
60 | $168.24M | MDY, EFA, LQD, RWO | 13F-HR | Apr 13, 2015 | 000108514615000922 | ||
59 | $159.93M | MDY, LQD, EFA, HYG | 13F-HR | Jan 26, 2015 | 000108514615000172 |