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DAKOTA WEALTH MANAGEMENT
DAKOTA WEALTH MANAGEMENT
Latest filing: 2026-06-30
DAKOTA WEALTH MANAGEMENT runs DAKOTA WEALTH MANAGEMENT and currently holds 776 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $5.24B. Their top holdings are IVV, AAPL, KLAC, SPDW, BIL. The top five represent 14.4% of reported portfolio weight. DAKOTA WEALTH MANAGEMENT ranks #560 out of 1000 investors tracked by Alpha Score. In the most recent quarter, DAKOTA WEALTH MANAGEMENT initiated 1 new position. They added to 54 existing positions. They trimmed 45 positions. Their current best-performing preview position is MU with returns of +241.67%.
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776 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 3.86% | $451.12 | $769.30 | +70.53% | Added +0.49% |
 AAPL APPLE INC | 3.41% | $152.27 | $309.35 | +103.16% | Added +0.57% |
 KLAC KLA CORP | 2.92% | $71.09 | $183.99 | +158.81% | Added +710.84% |
 SPDW SPDR INDEX SHS FDS | 2.19% | $41.95 | $52.01 | +23.98% | Added +16.19% |
 BIL SPDR SERIES TRUST | 1.99% | $91.55 | $91.60 | +0.05% | Trimmed -12.25% |
 MSFT MICROSOFT CORP | 1.78% | $297.60 | $483.24 | +62.38% | Trimmed -5.56% |
 NVDA NVIDIA CORPORATION | 1.75% | $81.12 | $214.76 | +164.74% | Added +7.47% |
 GOOGL ALPHABET INC | 1.74% | $162.18 | $344.82 | +112.62% | Trimmed -5.34% |
 VXUS VANGUARD STAR FDS | 1.70% | $65.49 | $87.71 | +33.93% | Added +1.84% |
 SPYG SPDR SERIES TRUST | 1.67% | $93.00 | $120.23 | +29.28% | Added +29.47% |
Showing 1-10 of 776