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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$181B
$2.35 Billion 0.32% of portfolio
23,983
Q3 2025 Added 265.54%
$346B
$2.26 Billion 0.31% of portfolio
14,685
Q3 2025 Added 2.9%
$197B
$2.24 Billion 0.31% of portfolio
10,924
Q3 2025 Added 2.02%
$181B
$2.14 Billion 0.3% of portfolio
75,854
Q3 2025 Added 0.48%
$67.6B
$2.18 Billion 0.3% of portfolio
45,137
Q3 2025 Added 6.38%
$147B
$2.13 Billion 0.29% of portfolio
21,859
Q3 2025 New
$46.4B
$2.1 Billion 0.29% of portfolio
8,728
Q3 2025 Reduced 41.35%
$182B
$2.11 Billion 0.29% of portfolio
3,090
Q3 2025 Added 285.77%
$46.9B
$2.07 Billion 0.29% of portfolio
17,036
Q3 2025 Reduced 41.34%
$141B
$2.01 Billion 0.28% of portfolio
79,076
Q3 2025 Added 15.01%
$235B
$2.05 Billion 0.28% of portfolio
24,471
Q3 2025 Added 14.93%
$27.7B
$2.02 Billion 0.28% of portfolio
23,990
Q3 2025 Reduced 9.42%
$156B
$1.97 Billion 0.27% of portfolio
17,741
Q3 2025 Added 1.64%
$94.5B
$1.94 Billion 0.27% of portfolio
5,688
Q3 2025 Reduced 3.05%
$405B
$1.94 Billion 0.27% of portfolio
2,006
Q3 2025 Reduced 2.86%
$76.2B
$1.92 Billion 0.27% of portfolio
30,804
Q3 2025 Reduced 9.77%
$53.1B
$1.96 Billion 0.27% of portfolio
6,161
Q3 2025 Added 11.45%
$404B
$1.95 Billion 0.27% of portfolio
2,106
Q3 2025 Reduced 4.1%
$9.97B
$1.92 Billion 0.26% of portfolio
9,236
Q3 2025 Reduced 9.4%
$68.7B
$1.91 Billion 0.26% of portfolio
22,894
Q3 2025 Added 19.87%
$7.8B
$1.83 Billion 0.25% of portfolio
14,237
Q3 2025 Reduced 13.61%
$266B
$1.83 Billion 0.25% of portfolio
6,479
Q3 2025 Reduced 0.54%
$291B
$1.83 Billion 0.25% of portfolio
3,835
Q3 2025 Reduced 16.19%
$96.7B
$1.71 Billion 0.24% of portfolio
33,832
Q3 2025 Added 3.64%
$57.5B
$1.73 Billion 0.24% of portfolio
6,353
Q3 2025 Added 2.45%
$113B
$1.68 Billion 0.23% of portfolio
17,763
Q3 2025 Added 7.66%
$279B
$1.57 Billion 0.22% of portfolio
5,887
Q3 2025 Reduced 5.14%
$96.4B
$1.58 Billion 0.22% of portfolio
12,758
Q3 2025 Added 6.64%
$306B
$1.55 Billion 0.21% of portfolio
23,395
Q3 2025 Reduced 46.25%
$104B
$1.55 Billion 0.21% of portfolio
5,291
Q3 2025 Added 0.86%
$69.4B
$1.53 Billion 0.21% of portfolio
18,683
Q3 2025 Reduced 31.88%
$237B
$1.55 Billion 0.21% of portfolio
6,542
Q3 2025 Added 17.37%
$54.5B
$1.52 Billion 0.21% of portfolio
8,103
Q3 2025 Added 3.73%
$10.3B
$1.52 Billion 0.21% of portfolio
4,471
Q3 2025 Added 6.76%
$37.6B
$1.49 Billion 0.21% of portfolio
22,154
Q3 2025 Added 16.8%
$270B
$1.51 Billion 0.21% of portfolio
9,527
Q3 2025 Added 1.64%
$140B
$1.47 Billion 0.2% of portfolio
5,869
Q3 2025 Reduced 9.96%
$39.8B
$1.47 Billion 0.2% of portfolio
31,201
Q3 2025 Added 8.13%
$111B
$1.47 Billion 0.2% of portfolio
3,743
Q3 2025 Added 17.04%
$190B
$1.49 Billion 0.2% of portfolio
14,637
Q3 2025 Reduced 10.15%
$21.2B
$1.38 Billion 0.19% of portfolio
2,535
Q3 2025 Reduced 0.67%
$74.3B
$1.4 Billion 0.19% of portfolio
22,042
Q3 2025 Added 11.67%
$177B
$1.4 Billion 0.19% of portfolio
7,641
Q3 2025 Reduced 1.2%
$100B
$1.38 Billion 0.19% of portfolio
5,098
Q3 2025 Added 13.54%
$66.3B
$1.29 Billion 0.18% of portfolio
5,611
Q3 2025 Added 3.7%
$10.6B
$1.3 Billion 0.18% of portfolio
8,589
Q3 2025 Added 43.58%
$19.5B
$1.31 Billion 0.18% of portfolio
33,176
Q3 2025 Reduced 9.83%
$35B
$1.3 Billion 0.18% of portfolio
11,354
Q3 2025 Added 1.95%
$167B
$1.27 Billion 0.18% of portfolio
13,326
Q3 2025 Added 8.02%

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
Track This Portfolio

Track Portside Wealth Group, LLC Portfolio

Follow Portside Wealth Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email