Dakota Wealth Management
Annual return '25
+13.7%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$4.6B
Holdings
767
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
3.8%
02
$AAPL
APPLE INC
Held since at least Q1 2024
3.4%
03
$BIL
SPDR SERIES TRUST
Held since at least Q1 2024
2.6%
04
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
2.1%
05
$KLAC
KLA CORP
Held since at least Q1 2024
2.0%
06
$SPDW
SPDR INDEX SHS FDS
Held since at least Q1 2024
1.9%
07
$VXUS
VANGUARD STAR FDS
Held since at least Q1 2024
1.7%
08
$GOOGL
ALPHABET INC
Held since at least Q1 2024
1.7%
09
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
1.6%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:25 UTC.