Holdings
Dakota Wealth Management
As of Jun 30, 2026, Dakota Wealth Management reported 430 positions worth US$2.64B. Largest: Apple Inc, Kla Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 618K | US$179M | +3,499 | Jun 30, 2026 |
| Kla Corporation | 508K | US$153M | +445K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 387K | US$138M | −20,536 | Jun 30, 2026 |
| Microsoft Corp. | 251K | US$93.5M | −14,755 | Jun 30, 2026 |
| Nvidia Corporation | 458K | US$91.6M | +31,847 | Jun 30, 2026 |
| Amazon.com, Inc. | 354K | US$84.3M | +17,252 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 199K | US$65.2M | −22,027 | Jun 30, 2026 |
| Cisco Systems, Inc. | 502K | US$59M | +9,445 | Jun 30, 2026 |
| Eli Lilly And Company | 47,782 | US$57.3M | +10,961 | Jun 30, 2026 |
| Visa Inc. | 161K | US$55.2M | +31,342 | Jun 30, 2026 |