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DAKOTA WEALTH MANAGEMENT 13F portfolio summary

DAKOTA WEALTH MANAGEMENT of DAKOTA WEALTH MANAGEMENT has 748 current stock holdings with a reported portfolio value of $4.62B. The portfolio 1 year return is +25.11%. Top holdings include FPE (0.00%), BLV (0.00%), BSV (0.00%), CW (0.00%), IBTG (0.00%).

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DAKOTA WEALTH MANAGEMENT

DAKOTA WEALTH MANAGEMENT
Latest filing: 2026-03-31

DAKOTA WEALTH MANAGEMENT runs DAKOTA WEALTH MANAGEMENT and currently holds 748 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $4.62B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. DAKOTA WEALTH MANAGEMENT ranks #783 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, DAKOTA WEALTH MANAGEMENT's portfolio at DAKOTA WEALTH MANAGEMENT has delivered returns of +25.11%. Their 3-year annualized return is +57.83%. Looking at the 5-year horizon, DAKOTA WEALTH MANAGEMENT has achieved +53.34% annualized returns at DAKOTA WEALTH MANAGEMENT.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+25.11%
#474/1000
3 Year
+57.83%
#707/1000
5 Year
+53.34%
#800/1000

Portfolio Value

$4.62B

Alpha Score

44.0

#783 of 1000

Holdings

748

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change