Long-term investor
Dakota Wealth Management @dakotawealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001631353).
Record
- Tracked since 2025-12-31 (257 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months n/a · 1 year n/a · all +11.7%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 3.9% · long · since 2025-12-31
- AAPL · 3.4% · long · since 2025-12-31
- KLAC · 2.9% · long · since 2025-12-31
- SPDW · 2.2% · long · since 2025-12-31
- BIL · 2.0% · long · since 2025-12-31
- MSFT · 1.8% · long · since 2025-12-31
- NVDA · 1.7% · long · since 2025-12-31
- GOOGL · 1.7% · long · since 2025-12-31
- VXUS · 1.7% · long · since 2025-12-31
- SPYG · 1.7% · long · since 2025-12-31
- SPSM · 1.7% · long · since 2025-12-31
- SPY · 1.6% · long · since 2025-12-31