Portside Wealth Group, LLC Portfolio Holdings

Portside Wealth Group, LLC

  • $675 Billion
  • Q2 2025

Portside Wealth Group, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $675 Billion distributed in 866 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $30.8B, Microsoft Corp with a value of $22.7B, Spdr Portfolio with a value of $19.2B, Amazon Com Inc with a value of $18.9B, and Oracle Corp with a value of $14.1B.

Examining the 13F form we can see an increase of $61.8B in the current position value, from $613B to 675B.

Portside Wealth Group, LLC is based out at Provo, UT

Below you can find more details about Portside Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $675 Billion
ETFs: $157 Billion
Technology: $140 Billion
Financial Services: $77.4 Billion
Healthcare: $67.7 Billion
Consumer Cyclical: $51 Billion
Communication Services: $47.8 Billion
Industrials: $44.9 Billion
Consumer Defensive: $31.2 Billion
Other: $41.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$22.7 Billion 3.36% of portfolio
45,663
Q2 2025 Added 1.96%
$2.26T
$18.9 Billion 2.8% of portfolio
86,134
Q2 2025 Reduced 12.21%
$684B
$14.1 Billion 2.09% of portfolio
64,444
Q2 2025 Reduced 5.61%
$456B
$13.4 Billion 1.98% of portfolio
84,575
Q2 2025 Added 1.09%
$551B
$12.2 Billion 1.8% of portfolio
34,239
Q2 2025 Reduced 3.5%
$545B
$10.5 Billion 1.55% of portfolio
7,805
Q2 2025 Added 0.31%
$178B
$7.98 Billion 1.18% of portfolio
69,207
Q2 2025 Reduced 2.31%
$548B
$7.82 Billion 1.16% of portfolio
13,919
Q2 2025 Reduced 0.16%
$1.21T
$7.5 Billion 1.11% of portfolio
42,532
Q2 2025 Added 6.78%
$1.78T
$7.35 Billion 1.09% of portfolio
9,963
Q2 2025 Added 11.92%
$1.24T
$7.09 Billion 1.05% of portfolio
39,977
Q2 2025 Added 0.16%
$3.69T
$7 Billion 1.04% of portfolio
34,095
Q2 2025 Reduced 35.19%
$608B
$7.05 Billion 1.04% of portfolio
9,045
Q2 2025 Reduced 3.76%
$261B
$6.27 Billion 0.93% of portfolio
34,431
Q2 2025 Reduced 5.82%
$229B
$6.08 Billion 0.9% of portfolio
44,711
Q2 2025 Reduced 1.14%
$1.08T
$5.47 Billion 0.81% of portfolio
17,227
Q2 2025 Added 10.25%
$182B
$5.18 Billion 0.77% of portfolio
119,779
Q2 2025 Reduced 1.44%
$157B
$5.23 Billion 0.77% of portfolio
13,509
Q2 2025 Added 6.1%
$150B
$5.19 Billion 0.77% of portfolio
17,375
Q2 2025 Added 13.24%
$172B
$5.1 Billion 0.75% of portfolio
4,957
Q2 2025 Added 10.2%
$859B
$4.97 Billion 0.74% of portfolio
17,141
Q2 2025 Added 2.84%
$108B
$4.66 Billion 0.69% of portfolio
50,830
Q2 2025 Added 40.33%
$452B
$4.54 Billion 0.67% of portfolio
29,717
Q2 2025 Added 0.73%
$621B
$4.37 Billion 0.65% of portfolio
9,000
Q2 2025 Reduced 1.16%
$293B
$4.41 Billion 0.65% of portfolio
63,561
Q2 2025 Reduced 6.28%
$302B
$4.24 Billion 0.63% of portfolio
52,935
Q2 2025 Added 3.41%
$187B
$4.23 Billion 0.63% of portfolio
10,434
Q2 2025 Reduced 1.39%
$44B
$4.14 Billion 0.61% of portfolio
7,185
Q2 2025 Reduced 0.21%
$207B
$4.12 Billion 0.61% of portfolio
33,226
Q2 2025 Reduced 2.81%
$48.5B
$3.84 Billion 0.57% of portfolio
29,041
Q2 2025 Reduced 2.44%
$229B
$3.76 Billion 0.56% of portfolio
25,783
Q2 2025 Reduced 15.7%
$75.3B
$3.79 Billion 0.56% of portfolio
10,628
Q2 2025 Reduced 3.86%
$139B
$3.72 Billion 0.55% of portfolio
17,734
Q2 2025 Reduced 1.37%
$43.1B
$3.57 Billion 0.53% of portfolio
14,882
Q2 2025 Reduced 1.74%
$351B
$3.34 Billion 0.5% of portfolio
18,006
Q2 2025 Reduced 0.62%
$122B
$3.37 Billion 0.5% of portfolio
38,699
Q2 2025 Reduced 5.84%
$302B
$3.27 Billion 0.48% of portfolio
22,854
Q2 2025 Added 0.71%
$306B
$3.08 Billion 0.46% of portfolio
43,528
Q2 2025 Added 1.67%
$54.3B
$3.01 Billion 0.45% of portfolio
5,610
Q2 2025 Added 894.68%
$173B
$3.02 Billion 0.45% of portfolio
18,994
Q2 2025 Reduced 2.62%
$112B
$2.88 Billion 0.43% of portfolio
41,738
Q2 2025 Reduced 6.32%
$405B
$2.84 Billion 0.42% of portfolio
7,756
Q2 2025 Added 4.73%
$381B
$2.68 Billion 0.4% of portfolio
56,736
Q2 2025 Added 12.81%
-
$2.72 Billion 0.4% of portfolio
-
Q2 2025 Added 0.65%
$155B
$2.7 Billion 0.4% of portfolio
44,190
Q2 2025 Added 0.29%
$258B
$2.55 Billion 0.38% of portfolio
36,157
Q2 2025 Added 2.25%
$12.9B
$2.36 Billion 0.35% of portfolio
10,194
Q2 2025 Reduced 2.66%
$84.1B
$2.3 Billion 0.34% of portfolio
34,138
Q2 2025 Added 3.77%
$368B
$2.27 Billion 0.34% of portfolio
14,271
Q2 2025 Added 4.18%

Summary

  • Portfolio
  • No. of Stocks 866
  • Current Value $675 Billion
  • Prior Value $613 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 53 stocks
  • Additional Purchases 243 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 150 stocks
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