Dakota Wealth Management

Q1 2026 13F-HR Detailed Holdings

Location
Palm Beach Gardens, FL
Holdings as of
3/31/2026
Value ($000)
$4,621,474,933
Num holdings
766
Date filed
5/7/2026
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None Price Filed
5/7/2026
 Price As-Of
3/31/2026
 Price Now
6/24/2026

Other Managers

Num Name File Number
1 WFCS
2 Polen Capital
3 Parametric Portfolio Associates
4 NATIXIS
5 Karpus Management Inc.
6 Goldman Sachs
7 Gillman Hill
8 First Fiduciary Investment Counsel Inc.
9 Conestoga
10 Clearbridge