Dakota Wealth Management

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Palm Beach Gardens, FL
CIK
0001631353
Alternate names
Oakmont Partners LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 718 4,255,124 KLAC, IVV, AAPL, MSFT 13F-HR 7/22/2024 000195175724000560
Q1 2024 721 4,027,902 KLAC, IVV, MSFT, AAPL 13F-HR 4/24/2024 000195175724000380
Q4 2023 657 2,574,529 IVV, AAPL, MSFT, BIL 13F-HR 1/30/2024 000195175724000170
Q3 2023 656 2,266,148 IVV, AAPL, MSFT, BIL 13F-HR 10/23/2023 000108514623003874
Q2 2023 644 2,125,287 IVV, AAPL, MSFT, BIL 13F-HR 7/31/2023 000108514623002976
Q1 2023 615 1,497,838 BIL, MSFT, AAPL, XOM 13F-HR 4/14/2023 000108514623001688
Q4 2022 599 1,410,540 BIL, MSFT, AAPL, JNJ 13F-HR 2/7/2023 000108514623000750
Q3 2022 571 1,235,588 AAPL, MSFT, BIL, AMZN 13F-HR 11/10/2022 000108514622003929
Q2 2022 510 1,086,180 MSFT, AAPL, GOOGL, JNJ 13F-HR 8/4/2022 000108514622002804
Q1 2022 453 1,233,082 MSFT, AAPL, AMZN, IWF 13F-HR 5/12/2022 000108514622002029
Q4 2021 387 947,997 AAPL, MSFT, AMZN, IWF 13F-HR 2/10/2022 000108514622000799
Q3 2021 347 869,402 AAPL, MSFT, AMZN, IWF 13F-HR 11/15/2021 000108514621003322
Q2 2021 334 839,956 AAPL, MSFT, AMZN, IWF 13F-HR 8/2/2021 000108514621002174
Q1 2021 315 761,959 AAPL, MSFT, IWF, AMZN 13F-HR 5/10/2021 000108514621001555
Q4 2020 319 768,680 AAPL, IWF, MSFT, AMZN 13F-HR 2/12/2021 000108514621000729
Q3 2020 292 634,555 IWF, AAPL, MSFT, AMZN 13F-HR 11/4/2020 000108514620002737
Q2 2020 276 584,452 IWF, AAPL, MSFT, MDY 13F-HR 8/7/2020 000108514620002048
Q1 2020 256 458,056 IWF, MSFT, AAPL, MDY 13F-HR 4/29/2020 000108514620001256
Q4 2019 305 623,749 ESS, MDY, IWF, AAPL 13F-HR 2/6/2020 000108514620000421
Q3 2019 309 580,936 ESS, MDY, IWF, MSFT 13F-HR 11/14/2019 000108514619002985
Q2 2019 283 522,599 ESS, MDY, IWF, EFA 13F-HR 8/7/2019 000108514619002135
Q1 2019 300 502,736 ESS, MDY, IWF, EFA RESTATEMENT 4/29/2019 000108514619001274
Q4 2018 277 441,669 ESS, MDY, EFA, IWF 13F-HR 1/22/2019 000108514619000200
Q3 2018 280 445,039 ESS, MDY, EFA, IWF 13F-HR 11/7/2018 000108514618002527
Q2 2018 202 359,749 MDY, ESS, EFA, IWF 13F-HR 8/9/2018 000108514618001931
Q1 2018 92 193,900 MDY, EFA, IWF, POWERSHARES ETF TRUST II 13F-HR 4/10/2018 000108514618001038
Q4 2017 77 188,685 MDY, EFA, VYM, POWERSHARES ETF TRUST II 13F-HR 1/16/2018 000108514618000132
Q3 2017 61 184,690 MDY, EFA, POWERSHARES ETF TRUST II, AMLP 13F-HR 10/16/2017 000108514617002061
Q2 2017 63 180,983 MDY, EFA, AMLP, POWERSHARES ETF TRUST II 13F-HR 7/11/2017 000108514617001465
Q1 2017 62 171,255 MDY, EFA, AMLP, POWERSHARES ETF TRUST II 13F-HR 4/12/2017 000108514617000964
Q4 2016 52 154,951 MDY, EFA, AMLP, POWERSHARES ETF TRUST II 13F-HR 1/9/2017 000108514617000067
Q3 2016 53 154,024 MDY, EFA, AMLP, PFF 13F-HR 10/11/2016 000108514616004474
Q2 2016 52 148,726 MDY, EFA, AMLP, PFF 13F-HR 7/12/2016 000108514616003961
Q1 2016 51 139,271 MDY, EFA, RWO, LQD 13F-HR 5/16/2016 000108514616003829
Q4 2015 53 147,526 MDY, EFA, PCY, RWO 13F-HR 1/12/2016 000108514616002577
Q3 2015 50 145,942 MDY, EFA, PCY, LQD 13F-HR 10/16/2015 000108514615002015
Q2 2015 58 165,547 MDY, EFA, LQD, PCY 13F-HR 7/13/2015 000108514615001446
Q1 2015 60 168,238 MDY, EFA, LQD, RWO 13F-HR 4/13/2015 000108514615000922
Q4 2014 59 159,934 MDY, LQD, EFA, HYG 13F-HR 1/26/2015 000108514615000172
Additional filings from Dakota Wealth Management that have since been restated