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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.65B
$252 Million 0.04% of portfolio
2,574
Q2 2025 New
$51B
$284 Million 0.04% of portfolio
2,225
Q2 2025 Reduced 21.32%
$0
$275 Million 0.04% of portfolio
3,618
Q2 2023 Reduced 75.0%
$13.9B
$264 Million 0.04% of portfolio
1,816
Q2 2025 Added 11.89%
$98.3B
$284 Million 0.04% of portfolio
1,301
Q2 2025 Added 2.04%
$10.4B
$244 Million 0.04% of portfolio
2,084
Q2 2025 New
$5.61B
$182 Million 0.03% of portfolio
19,810
Q2 2025 Added 1.32%
$13.4B
$225 Million 0.03% of portfolio
1,280
Q2 2025 Added 1.35%
$150B
$231 Million 0.03% of portfolio
646
Q2 2025 New
$4.25B
$233 Million 0.03% of portfolio
3,717
Q2 2025 Reduced 4.03%
$269B
$234 Million 0.03% of portfolio
331
Q2 2025 New
$9.64B
$230 Million 0.03% of portfolio
2,954
Q2 2025 Added 1.3%
$8.39B
$201 Million 0.03% of portfolio
639
Q2 2025 New
$40B
$212 Million 0.03% of portfolio
3,118
Q2 2025 Added 9.52%
$12.9B
$210 Million 0.03% of portfolio
981
Q2 2025 Reduced 20.5%
$9.95B
$204 Million 0.03% of portfolio
5,556
Q2 2025 Added 3.5%
$1.63B
$213 Million 0.03% of portfolio
6,497
Q2 2025 New
$4.37B
$227 Million 0.03% of portfolio
4,899
Q2 2025 Reduced 20.37%
$13.9B
$235 Million 0.03% of portfolio
1,134
Q2 2025 Reduced 3.24%
$130B
$223 Million 0.03% of portfolio
1,492
Q2 2025 New
$3.58B
$224 Million 0.03% of portfolio
3,004
Q2 2025 Added 0.37%
$173B
$236 Million 0.03% of portfolio
3,845
Q2 2025 Added 16.62%
$61.5B
$216 Million 0.03% of portfolio
7,336
Q2 2025 New
$20.2B
$210 Million 0.03% of portfolio
2,912
Q2 2025 New
$32.6B
$212 Million 0.03% of portfolio
605
Q2 2025 New
$13.4B
$227 Million 0.03% of portfolio
2,817
Q2 2025 Reduced 25.0%
$0
$219 Million 0.03% of portfolio
4,179
Q2 2025 New
$72.3B
$211 Million 0.03% of portfolio
941
Q2 2025 New
$9.9B
$228 Million 0.03% of portfolio
3,291
Q2 2025 New
$80.4B
$204 Million 0.03% of portfolio
55
Q2 2025 New
$38.1B
$210 Million 0.03% of portfolio
382
Q2 2025 New
$9.03B
$231 Million 0.03% of portfolio
1,324
Q2 2025 New
$8.15B
$226 Million 0.03% of portfolio
4,418
Q2 2025 New
$63.1B
$234 Million 0.03% of portfolio
1,958
Q2 2025 Added 2.51%
$0
$222 Million 0.03% of portfolio
2,363
Q3 2024 New
$7.44B
$216 Million 0.03% of portfolio
1,960
Q2 2025 New
$60.7B
$213 Million 0.03% of portfolio
1,583
Q2 2025 Reduced 29.01%
$805M
$172 Million 0.03% of portfolio
13,238
Q2 2025 Reduced 2.11%
Maplebear Inc
-
$218 Million 0.03% of portfolio
-
Q2 2025 New
$1.13B
$213 Million 0.03% of portfolio
9,710
Q2 2025 Added 26.51%
$62.8B
$212 Million 0.03% of portfolio
2,005
Q2 2025 New
$8.35B
$176 Million 0.03% of portfolio
13,061
Q2 2025 Added 22.37%
$1.8B
$123 Million 0.02% of portfolio
10,551
Q2 2025 Added 0.57%
$46.1B
$138 Million 0.02% of portfolio
12,757
Q2 2025 Reduced 8.43%
$1.05B
$141 Million 0.02% of portfolio
11,233
Q2 2025 New
$78.1B
$54.8 Million 0.01% of portfolio
12,894
Q2 2025 Reduced 87.52%
$363M
$68.7 Million 0.01% of portfolio
34,338
Q2 2025 Reduced 0.37%
$1.64B
$42.3 Million 0.01% of portfolio
10,000
Q2 2025 Reduced 0.6%

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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