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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.8 Billion 4.57% of portfolio
336,201
Q2 2025 Added 422.27%
$0
$19.2 Billion 2.84% of portfolio
201,456
Q2 2025 Added 5.93%
$0
$12 Billion 1.78% of portfolio
297,392
Q2 2025 Added 4.36%
$0
$9.02 Billion 1.34% of portfolio
210,942
Q2 2025 Added 66.94%
$0
$9.06 Billion 1.34% of portfolio
173,022
Q2 2025 Added 6.14%
$0
$6.49 Billion 0.96% of portfolio
282,279
Q2 2025 Added 1.38%
$0
$5.23 Billion 0.77% of portfolio
236,738
Q2 2025 Added 8.13%
$0
$4.95 Billion 0.73% of portfolio
55,728
Q2 2025 Added 5.95%
$9.76B
$4.81 Billion 0.71% of portfolio
73,470
Q2 2025 Added 41.45%
$0
$4.69 Billion 0.69% of portfolio
56,557
Q2 2025 Added 1.74%
$0
$4.53 Billion 0.67% of portfolio
106,419
Q2 2025 Added 9.63%
$0
$3.95 Billion 0.59% of portfolio
91,666
Q2 2025 Added 14.86%
$0
$3.93 Billion 0.58% of portfolio
41,039
Q2 2025 Added 3.41%
$0
$3.75 Billion 0.55% of portfolio
36,395
Q2 2025 Added 3.44%
$0
$3.49 Billion 0.52% of portfolio
5,627
Q2 2025 Reduced 38.23%
$0
$2.87 Billion 0.42% of portfolio
107,922
Q2 2025 Added 2.86%
$0
$2.73 Billion 0.4% of portfolio
39,576
Q2 2025 Reduced 0.09%
$0
$2.03 Billion 0.3% of portfolio
67,189
Q2 2025 Added 0.34%
$0
$1.69 Billion 0.25% of portfolio
2,967
Q2 2025 Added 3.78%
$0
$1.61 Billion 0.24% of portfolio
19,423
Q2 2025 Added 288.07%
$0
$1.48 Billion 0.22% of portfolio
13,430
Q2 2025 Reduced 74.24%
$0
$1.33 Billion 0.2% of portfolio
26,235
Q2 2025 Added 6.81%
$0
$1.17 Billion 0.17% of portfolio
2,116
Q2 2025 Added 15.57%
$0
$1.11 Billion 0.16% of portfolio
12,290
Q2 2025 Added 58.29%
$0
$1.01 Billion 0.15% of portfolio
16,420
Q2 2025 New
$0
$1.01 Billion 0.15% of portfolio
18,062
Q2 2025 New
$0
$962 Million 0.14% of portfolio
4,702
Q2 2025 Reduced 3.15%
$0
$913 Million 0.14% of portfolio
10,515
Q2 2025 Reduced 1.99%
$0
$821 Million 0.12% of portfolio
17,026
Q2 2025 Added 21.4%
$0
$787 Million 0.12% of portfolio
21,167
Q2 2025 Added 7.34%
$0
$712 Million 0.11% of portfolio
18,980
Q2 2025 Added 10.41%
$0
$762 Million 0.11% of portfolio
9,593
Q2 2025 Reduced 2.02%
$0
$640 Million 0.09% of portfolio
12,622
Q2 2025 Reduced 96.9%
$0
$514 Million 0.08% of portfolio
6,440
Q2 2025 Reduced 1.84%
$0
$496 Million 0.07% of portfolio
1,131
Q2 2025 Reduced 14.32%
$0
$500 Million 0.07% of portfolio
22,608
Q2 2025 Added 8.21%
$0
$490 Million 0.07% of portfolio
7,717
Q2 2025 Added 13.8%
$0
$403 Million 0.06% of portfolio
3,678
Q2 2025 Reduced 7.7%
$0
$360 Million 0.05% of portfolio
15,510
Q2 2025 Reduced 0.88%
$0
$324 Million 0.05% of portfolio
3,259
Q2 2025 Reduced 2.04%
$0
$324 Million 0.05% of portfolio
2,432
Q2 2025 Reduced 17.22%
$0
$244 Million 0.04% of portfolio
1,381
Q2 2025 Reduced 7.87%
$0
$301 Million 0.04% of portfolio
5,682
Q2 2025 Added 26.66%
$0
$258 Million 0.04% of portfolio
2,010
Q2 2025 Reduced 16.63%
$0
$261 Million 0.04% of portfolio
1,084
Q2 2025 New
$0
$275 Million 0.04% of portfolio
3,618
Q2 2023 Reduced 75.0%
$0
$219 Million 0.03% of portfolio
4,179
Q2 2025 New
$0
$222 Million 0.03% of portfolio
2,363
Q3 2024 New

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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