StockDriftsStockDriftsTop 50 Dakota Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 3.8% | 268.7K | $175.5M | -1.84%(-5.05K) | $429.68(+74.18%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.38% | 614.3K | $155.9M | -4.26%(-27.34K) | $142.31(+116.88%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.57% | 1.30M | $118.8M | +5.85%(+71.64K) | $91.60(-0.18%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.13% | 265.5K | $98.3M | -0.65%(-1.73K) | $291.36(+34.02%) | 2026-03-31 | |
| KLAC | KLA CORP | 2% | 62.6K | $92.2M | -92.78%(-804.73K) | $640.04(-63.20%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 1.94% | 1.96M | $89.3M | +41.67%(+575.68K) | $39.65(+26.28%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 1.71% | 1.03M | $79.0M | +4.75%(+46.46K) | $64.33(+31.89%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.68% | 269.1K | $77.4M | +1.39%(+3.68K) | $149.48(+140.78%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.61% | 426.2K | $74.3M | -2.28%(-9.96K) | $66.47(+193.11%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.61% | 114.2K | $74.3M | +5.64%(+6.10K) | $542.34(+37.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.40% | +97.22% |
| Top 20 Holdings Unweighted | +20.91% | +76.76% |
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