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
$20.8B
$1.32 Billion 0.18% of portfolio
6,511
Q3 2025 Reduced 1.27%
$99.7B
$1.23 Billion 0.17% of portfolio
6,371
Q3 2025 Reduced 11.28%
$32.8B
$1.22 Billion 0.17% of portfolio
80,815
Q3 2025 Added 15.58%
$11.4B
$1.25 Billion 0.17% of portfolio
3,085
Q3 2025 Added 2.36%
$17.5B
$1.26 Billion 0.17% of portfolio
3,635
Q3 2025 Reduced 0.55%
$82.8B
$1.23 Billion 0.17% of portfolio
4,277
Q3 2025 Added 24.84%
$79.1B
$1.24 Billion 0.17% of portfolio
6,950
Q3 2025 Added 1.24%
$24.4B
$1.2 Billion 0.17% of portfolio
7,520
Q3 2025 Added 0.2%
$20.8B
$1.21 Billion 0.17% of portfolio
8,971
Q3 2025 Added 455.82%
$84B
$1.22 Billion 0.17% of portfolio
6,331
Q3 2025 Added 12.23%
$59.1B
$1.22 Billion 0.17% of portfolio
15,540
Q3 2025 Added 1.98%
$86.7B
$1.19 Billion 0.16% of portfolio
1,956
Q3 2025 Added 2.3%
$36B
$1.19 Billion 0.16% of portfolio
41,197
Q3 2025 Reduced 3.35%
$79.6B
$1.15 Billion 0.16% of portfolio
9,330
Q3 2025 Added 1.58%
$136B
$1.18 Billion 0.16% of portfolio
5,011
Q3 2025 Added 4.07%
$255B
$1.15 Billion 0.16% of portfolio
3,449
Q3 2025 Added 10.09%
$59.8B
$1.19 Billion 0.16% of portfolio
6,334
Q3 2025 Added 3.29%
$20.1B
$1.09 Billion 0.15% of portfolio
1,920
Q3 2025 Reduced 15.46%
$8.94B
$1.1 Billion 0.15% of portfolio
5,362
Q3 2025 Added 18.13%
$4.04B
$1.08 Billion 0.15% of portfolio
6,075
Q3 2025 Added 3.09%
$279B
$1.1 Billion 0.15% of portfolio
10,718
Q3 2025 Added 3.45%
$57.4B
$1.11 Billion 0.15% of portfolio
28,297
Q3 2025 Reduced 6.71%
$10.1B
$1.06 Billion 0.15% of portfolio
3,061
Q3 2025 Added 22.39%
$19.5B
$1.06 Billion 0.15% of portfolio
33,301
Q3 2025 Added 74.46%
$120B
$1.07 Billion 0.15% of portfolio
34,099
Q3 2025 Added 1.53%
$10.5B
$1.06 Billion 0.15% of portfolio
10,218
Q3 2025 Added 14.95%
$19.9B
$989 Million 0.14% of portfolio
2,047
Q3 2025 Added 1.14%
$62.3B
$999 Million 0.14% of portfolio
8,882
Q3 2025 Added 6.42%
$123B
$1.05 Billion 0.14% of portfolio
2,096
Q3 2025 Added 3.2%
$62.7B
$954 Million 0.13% of portfolio
11,584
Q3 2025 Added 0.56%
$5.71B
$915 Million 0.13% of portfolio
4,849
Q3 2025 Added 14.58%
$32.5B
$970 Million 0.13% of portfolio
1,175
Q3 2025 Reduced 17.31%
$23.9B
$950 Million 0.13% of portfolio
6,828
Q3 2025 Added 0.13%
$23.5B
$936 Million 0.13% of portfolio
1,597
Q3 2025 Reduced 2.14%
$43.2B
$941 Million 0.13% of portfolio
1,022
Q3 2025 Added 0.29%
$222B
$971 Million 0.13% of portfolio
2,002
Q3 2025 Reduced 80.81%
$85.9B
$917 Million 0.13% of portfolio
4,152
Q3 2025 Added 10.78%
$99.5B
$979 Million 0.13% of portfolio
21,712
Q3 2025 Added 15.17%
$29.5B
$968 Million 0.13% of portfolio
1,490
Q3 2025 Added 13.14%
$74.3B
$870 Million 0.12% of portfolio
1,547
Q3 2025 Added 17.02%
$6.31B
$880 Million 0.12% of portfolio
15,607
Q3 2025 Reduced 22.75%
$103B
$853 Million 0.12% of portfolio
365
Q3 2025 Added 12.31%
$9B
$867 Million 0.12% of portfolio
3,739
Q3 2025 Reduced 23.54%
-
$843 Million 0.12% of portfolio
-
Q3 2025 Reduced 15.1%
$2.83B
$887 Million 0.12% of portfolio
32,707
Q3 2025 Reduced 26.67%
$18.7B
$851 Million 0.12% of portfolio
3,703
Q3 2025 Reduced 4.76%
$193B
$881 Million 0.12% of portfolio
1,971
Q3 2025 Added 4.23%
$9.59B
$880 Million 0.12% of portfolio
2,839
Q3 2025 Reduced 1.36%
$44.4B
$788 Million 0.11% of portfolio
4,194
Q3 2025 Added 1.18%

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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