MEITAV DASH INVESTMENTS LTD

RIA/Wealth

MEITAV DASH INVESTMENTS LTD is a RIA/Wealth based in Woodland Hills, CA led by Jonathan Dash, managing $7.2B across 231 long positions as of Q3 2025 with 56% ETF concentration.

PresidentJonathan Dash

Portfolio Value: $7.2B
Positions: 231
Top Holding: SPY at 12.17%
Last Reported: Q3 2025

Address21600 Oxnard Street, Ste. 1755, Woodland Hills, CA, 91367, United States

Top Holdings

Largest long holdings in MEITAV DASH INVESTMENTS LTD's portfolio (42.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$880.8M	12.17%	+$2.4M Bought	— 1.3M shares	Q4 2017 Held for 7y 11m
2 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$458.7M	6.34%	+$1.8M Bought	— 1.9M shares	Q4 2022 Held for 2y 11m
3 Financial Select Sector SPDR Fund XLF	ETF ETF	$306.6M	4.23%	-$3.8M Sold	— 5.7M shares	Q4 2017 Held for 7y 11m
4 Invesco QQQ Trust QQQ	ETF ETF	$278.4M	3.84%	-$3.3M Sold	— 463.7K shares	Q4 2017 Held for 7y 11m
5 Communication Services Select Sector SPDR Fund XLC	ETF ETF	$223.4M	3.09%	+$81.0M Bought	— 1.9M shares	Q3 2020 Held for 5y 2m
6 Nvidia NVDA	Semiconductors Technology	$198.8M	2.75%	-$20.3M Sold	0.00% 1.1M shares	Q4 2017 Held for 7y 11m
7 Elbit Systems ESLT	Aerospace & Defense Industrials	$184.4M	2.55%	-$7.6M Sold	0.78% 363.2K shares	Q1 2018 Held for 7y 8m
8 Nova Ltd. NVMI	Semiconductors Technology	$181.8M	2.51%	-$63.3M Sold	1.92% 570.8K shares	Q4 2017 Held for 7y 11m
9 VanEck Semiconductor SMH	ETF ETF	$181.3M	2.50%	+$26.4M Bought	— 556.3K shares	Q1 2021 Held for 4y 8m
10 XLY Consumer Discretionary Select Sector SPDR Fund XLY	ETF ETF	$178.9M	2.47%	+$55.0M Bought	— 748.0K shares	Q1 2018 Held for 7y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MEITAV DASH INVESTMENTS LTD's latest filing

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Market Value

$7.2B

Prior: $6.5B

Q/Q Change

+10.6%

+$693.7M

Net Flows % of MV

+0.443%

Turnover Ratio

8.25%

New Purchases

18 stocks

$30.6M

Added To

86 stocks

+$584.7M

Sold Out Of

11 stocks

$3.1M

Reduced Holdings

78 stocks

-$580.1M

Increased Positions

Position	Shares Δ	Change
1 Iris Energy IREN	New	0 → 320.0K +$15.0M
2 Seagate Technology Holdings PLC STX	New	0 → 11.1K +$2.6M
3 ETH Grayscale Ethereum Mini Trust ETH	New	0 → 34.3K +$1.3M
4 ETHV VanEck Ethereum ETHV	New	0 → 22.1K +$1.3M
5 QETH Invesco Galaxy Ethereum QETH	New	0 → 32.4K +$1.3M

Decreased Positions

Position	Shares Δ	Change
1 First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN	Sold	17.5K → 0 −$573.0K
2 Global X 1-3 Month T-Bill CLIP	Sold	3.8K → 0 −$383.9K
3 Invesco S&P 500 Low Volatility SPLV	Sold	4.5K → 0 −$323.2K
4 Verint Systems VRNT	Sold	15.9K → 0 −$312.5K
5 Sapiens International Corporation N.V. SPNS	Sold	10.4K → 0 −$305.2K

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Analytics

Portfolio insights and performance metrics for MEITAV DASH INVESTMENTS LTD

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Sector Allocation

ETF

56.10%

Technology

14.30%

Industrials

5.90%

Financial Services

4.40%

Communication Services

4.10%

Consumer Cyclical

3.00%

Utilities

2.70%

Basic Materials

2.30%

Real Estate

1.10%

Healthcare

1.00%

Energy

0.70%

Consumer Defensive

0.50%

Market Cap Distribution

Mega Cap (> $200B)

15.28%

Large Cap ($10B - $200B)

13.12%

Mid Cap ($2B - $10B)

10.37%

Small Cap ($300M - $2B)

1.21%

Micro Cap ($50M - $300M)

0.08%

Nano Cap (< $50M)

0.04%

N/A (ETF or Unknown)

59.91%

Portfolio Concentration

Top 10 Holdings %

42.44%

Top 20 Holdings %

62.41%

Top 50 Holdings %

87.01%

Top 100 Holdings %

97.78%