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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.82B
$926 Million 0.14% of portfolio
8,776
Q2 2025 Added 9.17%
$841M
$581 Million 0.09% of portfolio
23,124
Q2 2025 Added 11.2%
$1.66B
$539 Million 0.08% of portfolio
2,209
Q2 2025 Added 3.81%
$839M
$474 Million 0.07% of portfolio
23,628
Q2 2025 Added 26.56%
$1.14B
$494 Million 0.07% of portfolio
6,316
Q2 2025 Added 78.62%
$1.19B
$452 Million 0.07% of portfolio
8,051
Q2 2025 Added 22.45%
$716M
$437 Million 0.06% of portfolio
28,495
Q2 2025 Added 25.46%
$1.33B
$436 Million 0.06% of portfolio
4,505
Q2 2025 Added 22.89%
$1.57B
$427 Million 0.06% of portfolio
7,753
Q2 2025 Reduced 17.3%
$1.72B
$313 Million 0.05% of portfolio
7,346
Q2 2025 Added 12.22%
$1.66B
$213 Million 0.03% of portfolio
6,497
Q2 2025 New
$801M
$172 Million 0.03% of portfolio
13,238
Q2 2025 Reduced 2.11%
$1.09B
$213 Million 0.03% of portfolio
9,710
Q2 2025 Added 26.51%
$1.72B
$123 Million 0.02% of portfolio
10,551
Q2 2025 Added 0.57%
$1.04B
$141 Million 0.02% of portfolio
11,233
Q2 2025 New
$401M
$68.7 Million 0.01% of portfolio
34,338
Q2 2025 Reduced 0.37%

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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