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
$1.88B
$273 Million 0.04% of portfolio
8,688
Q3 2025 Added 18.27%
$67.3B
$270 Million 0.04% of portfolio
967
Q3 2025 Reduced 6.21%
$111B
$284 Million 0.04% of portfolio
863
Q3 2025 New
$7.02B
$323 Million 0.04% of portfolio
1,670
Q3 2025 Added 161.35%
$24.8B
$262 Million 0.04% of portfolio
1,264
Q3 2025 Reduced 30.97%
$63.4B
$285 Million 0.04% of portfolio
624
Q3 2025 Added 5.23%
$3.24B
$259 Million 0.04% of portfolio
4,497
Q3 2025 Reduced 8.21%
$284B
$303 Million 0.04% of portfolio
4,275
Q3 2025 New
$19.6B
$319 Million 0.04% of portfolio
2,004
Q3 2025 Reduced 0.99%
$68.4B
$318 Million 0.04% of portfolio
9,317
Q3 2025 Reduced 0.25%
$10.3B
$271 Million 0.04% of portfolio
6,408
Q3 2025 Added 15.33%
$6.2B
$321 Million 0.04% of portfolio
2,977
Q3 2025 Added 8.85%
$4.52B
$316 Million 0.04% of portfolio
1,301
Q3 2025 Added 13.43%
$3.87B
$273 Million 0.04% of portfolio
3,821
Q3 2025 Reduced 3.36%
$268B
$273 Million 0.04% of portfolio
1,631
Q3 2025 New
$14.5B
$290 Million 0.04% of portfolio
972
Q3 2025 Reduced 3.28%
$13.1B
$285 Million 0.04% of portfolio
1,207
Q3 2025 Added 6.44%
$3.15B
$262 Million 0.04% of portfolio
3,987
Q3 2025 Added 12.4%
$1.11B
$286 Million 0.04% of portfolio
15,887
Q3 2025 Added 63.61%
$123B
$316 Million 0.04% of portfolio
1,119
Q3 2025 Reduced 13.59%
$53.8B
$326 Million 0.04% of portfolio
2,288
Q3 2025 Reduced 5.38%
$19B
$309 Million 0.04% of portfolio
1,506
Q3 2025 Added 10.74%
$265B
$272 Million 0.04% of portfolio
342
Q3 2025 Added 3.32%
$98.1B
$263 Million 0.04% of portfolio
1,542
Q3 2025 Added 3.35%
$29.6B
$310 Million 0.04% of portfolio
932
Q3 2025 Reduced 1.48%
$1.31B
$273 Million 0.04% of portfolio
6,190
Q3 2025 New
$64.7B
$269 Million 0.04% of portfolio
2,396
Q3 2025 Reduced 5.93%
$11.7B
$268 Million 0.04% of portfolio
2,901
Q3 2025 Added 2.98%
$128B
$307 Million 0.04% of portfolio
15,925
Q3 2025 Reduced 57.45%
$10.5B
$257 Million 0.04% of portfolio
3,136
Q3 2025 Reduced 4.71%
$73.7B
$267 Million 0.04% of portfolio
975
Q3 2025 Added 4.28%
$13.5B
$287 Million 0.04% of portfolio
5,926
Q3 2025 Reduced 6.81%
$5.67B
$281 Million 0.04% of portfolio
874
Q3 2025 Added 14.55%
$8.46B
$294 Million 0.04% of portfolio
2,202
Q3 2025 New
$15.9B
$263 Million 0.04% of portfolio
938
Q3 2025 Reduced 1.88%
$68.5B
$277 Million 0.04% of portfolio
2,033
Q3 2025 Added 3.83%
$10.1B
$290 Million 0.04% of portfolio
7,706
Q3 2025 Added 5.55%
$11B
$290 Million 0.04% of portfolio
2,900
Q3 2025 Reduced 5.35%
$54.4B
$325 Million 0.04% of portfolio
1,049
Q3 2025 Reduced 16.48%
$27B
$325 Million 0.04% of portfolio
2,463
Q3 2025 Added 7.84%
$10.3B
$292 Million 0.04% of portfolio
4,002
Q3 2025 Reduced 4.03%
$2.99B
$268 Million 0.04% of portfolio
4,295
Q3 2025 Reduced 45.86%
$21B
$227 Million 0.03% of portfolio
9,596
Q3 2025 Reduced 13.58%
$3.21B
$244 Million 0.03% of portfolio
7,339
Q3 2025 New
$34.9B
$231 Million 0.03% of portfolio
668
Q3 2025 Reduced 36.98%
$20.3B
$240 Million 0.03% of portfolio
1,754
Q3 2025 Reduced 8.6%
$6.9B
$246 Million 0.03% of portfolio
1,293
Q3 2025 Reduced 2.34%
$79.5B
$216 Million 0.03% of portfolio
1,674
Q3 2025 Reduced 10.62%
$12B
$220 Million 0.03% of portfolio
1,479
Q3 2025 Reduced 8.53%

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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