Portside Wealth Group, LLC Portfolio Holdings

Portside Wealth Group, LLC

  • $744 Billion
  • Q4 2025

Portside Wealth Group, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $744 Billion distributed in 903 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 $32.7B, Nvidia Corp with a value of $23.9B, Microsoft Corp with a value of $22.5B, Spdr Portfolio with a value of $22.3B, and Amazon Com Inc with a value of $17.8B.

Examining the 13F form we can see an increase of $18B in the current position value, from $726B to 744B.

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 $744 Billion
ETFs: $197 Billion
Technology: $154 Billion
Healthcare: $73.7 Billion
Financial Services: $72.4 Billion
Consumer Cyclical: $52.8 Billion
Communication Services: $52.3 Billion
Industrials: $51.4 Billion
Consumer Defensive: $24.9 Billion
Other: $45.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$23.9 Billion 3.22% of portfolio
128,380
Q4 2025 Added 5.9%
$3.78T
$22.5 Billion 3.02% of portfolio
46,450
Q4 2025 Added 0.42%
$2.39T
$17.8 Billion 2.4% of portfolio
77,235
Q4 2025 Reduced 0.37%
$1.65T
$14.6 Billion 1.96% of portfolio
46,569
Q4 2025 Added 5.21%
$4.3T
$11.7 Billion 1.58% of portfolio
43,107
Q4 2025 Added 14.6%
$533B
$10.6 Billion 1.43% of portfolio
30,343
Q4 2025 Reduced 2.69%
$593B
$10.5 Billion 1.41% of portfolio
53,706
Q4 2025 Reduced 5.21%
$1.74T
$10.4 Billion 1.39% of portfolio
32,991
Q4 2025 Added 0.67%
$1.29T
$10.3 Billion 1.38% of portfolio
22,888
Q4 2025 Added 21.94%
$971B
$8.83 Billion 1.19% of portfolio
8,214
Q4 2025 Reduced 5.37%
$139B
$8.3 Billion 1.12% of portfolio
23,974
Q4 2025 Reduced 1.17%
$1.37T
$7.75 Billion 1.04% of portfolio
11,745
Q4 2025 Added 2.25%
$174B
$7.44 Billion 1.0% of portfolio
46,224
Q4 2025 Reduced 19.98%
$522B
$7.03 Billion 0.94% of portfolio
33,948
Q4 2025 Added 2.8%
$512B
$6.63 Billion 0.89% of portfolio
11,609
Q4 2025 Reduced 11.46%
$49.1B
$6.12 Billion 0.82% of portfolio
65,243
Q4 2025 Added 808.04%
$172B
$5.25 Billion 0.71% of portfolio
128,856
Q4 2025 Added 1.91%
$317B
$5.04 Billion 0.68% of portfolio
54,050
Q4 2025 Reduced 1.9%
$319B
$4.91 Billion 0.66% of portfolio
63,729
Q4 2025 Added 3.21%
$114B
$4.85 Billion 0.65% of portfolio
22,342
Q4 2025 Added 15.4%
$662B
$4.76 Billion 0.64% of portfolio
9,476
Q4 2025 Added 3.54%
$258B
$4.49 Billion 0.6% of portfolio
24,463
Q4 2025 Added 0.46%
$237B
$4.32 Billion 0.58% of portfolio
26,924
Q4 2025 Added 0.82%
$414B
$4.06 Billion 0.55% of portfolio
17,782
Q4 2025 Reduced 1.5%
$303B
$4.04 Billion 0.54% of portfolio
26,520
Q4 2025 Added 3.07%
$204B
$3.88 Billion 0.52% of portfolio
27,055
Q4 2025 Added 5.24%
$97.3B
$3.69 Billion 0.5% of portfolio
43,763
Q4 2025 Reduced 10.37%
$169B
$3.63 Billion 0.49% of portfolio
23,721
Q4 2025 Added 426.08%
$152B
$3.63 Billion 0.49% of portfolio
13,540
Q4 2025 Reduced 13.9%
$193B
$3.67 Billion 0.49% of portfolio
32,243
Q4 2025 Added 6.15%
$128B
$3.64 Billion 0.49% of portfolio
37,938
Q4 2025 Reduced 2.78%
$57.4B
$3.25 Billion 0.44% of portfolio
4,797
Q4 2025 Reduced 7.98%
$237B
$3.28 Billion 0.44% of portfolio
12,397
Q4 2025 Added 89.5%
$193B
$3.18 Billion 0.43% of portfolio
5,623
Q4 2025 Added 185.29%
$187B
$3.21 Billion 0.43% of portfolio
18,751
Q4 2025 Added 1.69%
$45.2B
$3.09 Billion 0.42% of portfolio
5,391
Q4 2025 Reduced 16.82%
$413B
$3.06 Billion 0.41% of portfolio
55,546
Q4 2025 Reduced 4.58%
$55.6B
$3.06 Billion 0.41% of portfolio
24,315
Q4 2025 Reduced 20.03%
$270B
$2.85 Billion 0.38% of portfolio
38,782
Q4 2025 Added 2.69%
$76.5B
$2.72 Billion 0.37% of portfolio
16,027
Q4 2025 Added 8.83%
$342B
$2.64 Billion 0.35% of portfolio
14,835
Q4 2025 Added 10.32%
$235B
$2.53 Billion 0.34% of portfolio
24,019
Q4 2025 Reduced 1.85%
-
$2.55 Billion 0.34% of portfolio
-
Q4 2025 Reduced 8.01%
$103B
$2.54 Billion 0.34% of portfolio
31,975
Q4 2025 Added 2.97%
$367B
$2.54 Billion 0.34% of portfolio
7,385
Q4 2025 Reduced 13.35%
$405B
$2.53 Billion 0.34% of portfolio
2,365
Q4 2025 Added 17.9%
$490B
$2.48 Billion 0.33% of portfolio
20,595
Q4 2025 Reduced 8.98%
$151B
$2.44 Billion 0.33% of portfolio
6,975
Q4 2025 Reduced 14.43%
$72.4B
$2.49 Billion 0.33% of portfolio
7,051
Q4 2025 Reduced 21.21%

Summary

  • Portfolio
  • No. of Stocks 903
  • Current Value $744 Billion
  • Prior Value $726 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 27 stocks
  • Additional Purchases 231 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 186 stocks
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