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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.91B
$697 Million 0.1% of portfolio
1,639
Q3 2025 Reduced 11.88%
$34.7B
$709 Million 0.1% of portfolio
11,659
Q3 2025 Added 2.69%
$3.2B
$747 Million 0.1% of portfolio
4,218
Q3 2025 Added 20.76%
$75.4B
$725 Million 0.1% of portfolio
20,406
Q3 2025 Added 1.93%
$10.1B
$716 Million 0.1% of portfolio
2,500
Q3 2025 Added 0.44%
$5.26B
$730 Million 0.1% of portfolio
2,648
Q3 2025 Reduced 30.83%
$178B
$712 Million 0.1% of portfolio
991
Q3 2025 Added 44.04%
$28.4B
$697 Million 0.1% of portfolio
8,314
Q3 2025 Reduced 6.77%
$23.7B
$666 Million 0.09% of portfolio
13,589
Q3 2025 Reduced 9.43%
Lam Research Corp
-
$680 Million 0.09% of portfolio
-
Q3 2025 Added 13.93%
$0
$659 Million 0.09% of portfolio
17,442
Q3 2025 Reduced 8.1%
$9.48B
$618 Million 0.09% of portfolio
8,432
Q3 2025 Reduced 15.55%
$9.12B
$664 Million 0.09% of portfolio
2,110
Q3 2025 Added 20.43%
$3.81B
$682 Million 0.09% of portfolio
8,472
Q3 2025 Reduced 30.93%
$8.91B
$620 Million 0.09% of portfolio
2,449
Q3 2025 Added 13.96%
$16B
$669 Million 0.09% of portfolio
10,000
Q3 2025 Reduced 1.53%
$6.81B
$633 Million 0.09% of portfolio
4,610
Q3 2025 Added 21.96%
$5.89B
$629 Million 0.09% of portfolio
11,056
Q3 2025 Added 0.65%
$65.9B
$668 Million 0.09% of portfolio
3,112
Q3 2025 Added 42.82%
$21.2B
$665 Million 0.09% of portfolio
2,535
Q3 2025 Added 0.88%
$5.51B
$659 Million 0.09% of portfolio
3,978
Q3 2025 Added 74.7%
$4.78B
$601 Million 0.08% of portfolio
6,427
Q3 2025 Reduced 40.47%
$4.28B
$599 Million 0.08% of portfolio
9,753
Q3 2025 Added 21.68%
$84.9B
$568 Million 0.08% of portfolio
11,884
Q3 2025 Reduced 24.68%
Arista Networks Inc
-
$560 Million 0.08% of portfolio
-
Q3 2025 Added 16.93%
$0
$593 Million 0.08% of portfolio
6,685
Q3 2025 Added 3.8%
$1.92B
$555 Million 0.08% of portfolio
6,346
Q3 2025 Added 7.5%
$18.5B
$553 Million 0.08% of portfolio
1,075
Q3 2025 Reduced 1.38%
$0
$557 Million 0.08% of portfolio
1,161
Q3 2025 Added 2.65%
$22.2B
$614 Million 0.08% of portfolio
5,008
Q3 2025 Added 19.89%
$141B
$551 Million 0.08% of portfolio
1,205
Q3 2025 Added 14.98%
$2.3B
$584 Million 0.08% of portfolio
14,254
Q3 2025 Reduced 33.28%
$42.6B
$582 Million 0.08% of portfolio
3,828
Q3 2025 Added 17.64%
$11.3B
$579 Million 0.08% of portfolio
4,172
Q3 2025 Added 21.49%
$4.57B
$491 Million 0.07% of portfolio
2,171
Q3 2025 Added 19.48%
Onestream Inc
-
$477 Million 0.07% of portfolio
-
Q3 2025 Reduced 17.18%
$98.8B
$538 Million 0.07% of portfolio
709
Q2 2025 Added 4.42%
Linde PLC
-
$532 Million 0.07% of portfolio
-
Q3 2025 Added 3.23%
$198B
$497 Million 0.07% of portfolio
92
Q3 2025 Added 1.1%
$76.4B
$479 Million 0.07% of portfolio
7,139
Q3 2025 Added 12.0%
$2.92B
$476 Million 0.07% of portfolio
4,571
Q3 2025 Reduced 22.8%
$332B
$529 Million 0.07% of portfolio
1,758
Q3 2025 Added 52.34%
$53B
$501 Million 0.07% of portfolio
5,255
Q3 2025 Added 1.6%
$39.4B
$483 Million 0.07% of portfolio
1,960
Q3 2025 Added 3.54%
$34.4B
$481 Million 0.07% of portfolio
2,019
Q3 2025 Reduced 4.63%
$2.31B
$500 Million 0.07% of portfolio
1,552
Q3 2025 Added 7.33%
$163B
$510 Million 0.07% of portfolio
1,047
Q3 2025 Reduced 1.6%
$1.68B
$483 Million 0.07% of portfolio
2,419
Q3 2025 Added 9.51%
$10.6B
$477 Million 0.07% of portfolio
7,112
Q3 2025 Added 8.7%

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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