13F Insight
Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q3 2026

Dakota Wealth Management

$5.4B in tracked AUM across 754 positions as of Q3 2026.

DW
CIK 0001631353 · last filed Sep 30, 2026
Total AUM
$5.4B
as of Q3 2026
Holdings
754
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…