Portside Wealth Group, LLC Portfolio Holdings

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025

Portside Wealth Group, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $726 Billion distributed in 939 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 $26.9B, Microsoft Corp with a value of $24B, Nvidia Corp with a value of $22.6B, Spdr Portfolio with a value of $20B, and Amazon Com Inc with a value of $17B.

Examining the 13F form we can see an increase of $50.5B in the current position value, from $675B to 726B.

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 $726 Billion
ETFs: $173 Billion
Technology: $166 Billion
Financial Services: $73.9 Billion
Healthcare: $68.9 Billion
Consumer Cyclical: $51.5 Billion
Communication Services: $50.6 Billion
Industrials: $50.4 Billion
Consumer Defensive: $29.5 Billion
Other: $46.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.6B
$247 Million 0.03% of portfolio
2,611
Q3 2025 Reduced 3.26%
$3.63B
$228 Million 0.03% of portfolio
6,415
Q3 2025 Reduced 3.01%
$5.6B
$194 Million 0.03% of portfolio
19,844
Q3 2025 Added 0.17%
$84.9B
$241 Million 0.03% of portfolio
1,431
Q3 2025 Added 14.94%
$14.8B
$250 Million 0.03% of portfolio
1,777
Q3 2025 Reduced 5.63%
$168B
$213 Million 0.03% of portfolio
2,824
Q3 2025 New
$13.2B
$221 Million 0.03% of portfolio
974
Q3 2025 Reduced 0.71%
$56.3B
$254 Million 0.03% of portfolio
15,849
Q3 2025 Reduced 10.95%
$8.73B
$208 Million 0.03% of portfolio
6,056
Q3 2025 Added 37.08%
$5.84B
$252 Million 0.03% of portfolio
9,775
Q3 2025 Reduced 3.97%
$73.2B
$215 Million 0.03% of portfolio
50
Q3 2025 Reduced 9.09%
$3.68B
$204 Million 0.03% of portfolio
3,835
Q3 2025 New
$20.5B
$206 Million 0.03% of portfolio
2,692
Q3 2025 Reduced 42.33%
$1.53B
$215 Million 0.03% of portfolio
6,093
Q3 2025 Reduced 6.22%
$4.59B
$206 Million 0.03% of portfolio
3,634
Q3 2025 New
$173B
$250 Million 0.03% of portfolio
4,193
Q3 2025 Added 9.05%
$82.2B
$216 Million 0.03% of portfolio
957
Q3 2025 Added 1.7%
$5.52B
$234 Million 0.03% of portfolio
1,629
Q3 2025 Reduced 2.63%
$21.2B
$234 Million 0.03% of portfolio
559
Q3 2025 New
$47.8B
$211 Million 0.03% of portfolio
3,135
Q3 2025 New
$14.1B
$217 Million 0.03% of portfolio
1,340
Q3 2025 Added 4.69%
$7.08B
$204 Million 0.03% of portfolio
681
Q3 2025 New
$89.7B
$202 Million 0.03% of portfolio
1,000
Q3 2025 Reduced 23.14%
$37.2B
$253 Million 0.03% of portfolio
402
Q3 2025 Added 5.24%
$875M
$207 Million 0.03% of portfolio
5,291
Q3 2025 Reduced 34.28%
$11.6B
$236 Million 0.03% of portfolio
6,462
Q3 2025 New
$11.2B
$228 Million 0.03% of portfolio
1,372
Q3 2025 Reduced 6.54%
$5.15B
$231 Million 0.03% of portfolio
1,291
Q3 2025 Reduced 58.03%
$7.67B
$159 Million 0.02% of portfolio
12,727
Q3 2025 Reduced 2.56%
$824M
$164 Million 0.02% of portfolio
12,645
Q3 2025 Reduced 4.48%
$367M
$159 Million 0.02% of portfolio
17,426
Q3 2025 Reduced 38.85%
$52.1B
$170 Million 0.02% of portfolio
14,218
Q3 2025 Added 11.45%
$850M
$129 Million 0.02% of portfolio
10,580
Q3 2025 Reduced 5.81%
$81.3B
$69.2 Million 0.01% of portfolio
15,245
Q3 2025 Added 18.23%
$7.17B
$46.2 Million 0.01% of portfolio
4,111
Q3 2025 New
$1.36B
$49.2 Million 0.01% of portfolio
10,000
Q2 2025 Reduced 0.6%

Summary

  • Portfolio
  • No. of Stocks 939
  • Current Value $726 Billion
  • Prior Value $675 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 42 stocks
  • Additional Purchases 243 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 177 stocks
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