Dakota Wealth Management

Portfolio Overview

Dakota Wealth Management reports a $5.64 billion 13F portfolio as of 2025-12-31, up 13.6% from $4.96 billion on 2025-09-30. The filing lists 777 holdings, but the asset mix is highly top-heavy: the largest 50 holdings total approximately $3.65 billion, or ~64.7% of the portfolio, while the single largest position (KLAC) is $1.05 billion, or 18.7% of assets. ETFs are reported as a distinct sector and total $1.28 billion (≈22.7% of the portfolio). The combination of a very lar...