Dakota Wealth Management 13F Filing for Q3 2026

Top Buys

Q3 2026

1. SPYG Spdr Portfolio S&P 500 Growth Etf

+$44.85 M

2. IEF Ishares 7-10 Year Treasury Bond Etf

+$29.83 M

3. SPDW Spdr Portfolio Developed World Ex-Us Etf

+$29.16 M

4. VGLT Vanguard Long-Term Treasury Etf

+$24.39 M

5. MBB Ishares Mbs Etf

+$23.22 M

Top Sells

Q3 2026

1. QQQ Invesco Qqq Trust Series I

−$71.89 M

2. CSCO Cisco Systems

−$20.83 M

3. TLT Ishares 20+ Year Treasury Bond Etf

−$20.15 M

4. EZU Ishares Msci Eurozone Etf

−$18.39 M

5. RSP Invesco S&P 500 Equal Weight Etf

−$14.64 M

Stocks/ETFs

+1.70%

$5.31 B 98.72%

Options

+425.88%

$55.35 M 1.03%

Debt

$0 0.00%

Other

+26.97%

$13.26 M 0.25%

Dakota Wealth Management filed its 13F report for Q3 2026 on November 12, 2026. The portfolio totaled 5.38 B reflecting a +2.60% change from the prior quarter, spanning 754 assets. The top 10 holdings comprised 25.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 51 new positions and 69 complete exits.

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Issuer Name	Class	Value	Shares	Option Type

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FAQs for Dakota Wealth Management’s Q3 2026 Filing

Dakota Wealth Management submitted their Form 13F-HR for the Q3 2026 period on 11/12/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Dakota Wealth Management reported a managed portfolio value of 5.38 B, consisting of 754 individual positions.

This page displays the raw filing documents. To see which stocks Dakota Wealth Management bought or sold during Q3 2026, please visit Dakota Wealth Management's Portfolio Analysis page.

Dakota Wealth Management - Q3 2026 13F Filings