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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.7 Billion 4.4% of portfolio
357,698
Q4 2025 Added 22.15%
$0
$22.3 Billion 3.0% of portfolio
208,802
Q4 2025 Added 9.17%
$0
$16.5 Billion 2.22% of portfolio
371,006
Q4 2025 Added 12.21%
$0
$12.6 Billion 1.7% of portfolio
221,921
Q4 2025 Added 9.72%
$0
$12.6 Billion 1.7% of portfolio
269,582
Q4 2025 Added 23.13%
$0
$7.07 Billion 0.95% of portfolio
164,818
Q4 2025 Added 17.3%
$0
$6.47 Billion 0.87% of portfolio
137,980
Q4 2025 Added 10.63%
$0
$5.77 Billion 0.78% of portfolio
257,574
Q4 2025 Added 7.07%
$0
$4.88 Billion 0.66% of portfolio
50,754
Q4 2025 Added 16.21%
$0
$4.82 Billion 0.65% of portfolio
209,146
Q4 2025 Added 5.62%
$0
$4.7 Billion 0.63% of portfolio
71,271
Q4 2025 Added 36.38%
$0
$4.71 Billion 0.63% of portfolio
6,874
Q4 2025 Added 17.56%
$0
$4.62 Billion 0.62% of portfolio
174,575
Q4 2025 Added 8.24%
$0
$4.36 Billion 0.59% of portfolio
52,026
Q4 2025 Added 6.82%
$0
$4.26 Billion 0.57% of portfolio
41,594
Q4 2025 Added 7.55%
$11.9B
$3.97 Billion 0.53% of portfolio
46,484
Q4 2025 Reduced 52.5%
$0
$3.29 Billion 0.44% of portfolio
52,138
Q4 2025 Added 24.12%
$0
$3.22 Billion 0.43% of portfolio
129,864
Q4 2025 Added 136.32%
$0
$2.62 Billion 0.35% of portfolio
27,832
Q4 2025 Added 11.89%
$0
$2.23 Billion 0.3% of portfolio
41,204
Q4 2025 Added 57.72%
$0
$2.13 Billion 0.29% of portfolio
70,527
Q4 2025 Added 3.49%
$0
$1.89 Billion 0.25% of portfolio
3,007
Q4 2025 Added 2.11%
$0
$1.87 Billion 0.25% of portfolio
13,246
Q4 2025 Reduced 45.48%
$0
$1.68 Billion 0.23% of portfolio
2,734
Q4 2025 Added 31.95%
$0
$1.53 Billion 0.21% of portfolio
3,126
Q4 2025 Added 169.25%
$0
$1.48 Billion 0.2% of portfolio
29,301
Q4 2025 Added 8.32%
$0
$1.39 Billion 0.19% of portfolio
33,916
Q4 2025 Added 52.51%
$0
$1.26 Billion 0.17% of portfolio
13,056
Q4 2025 Added 5.27%
$0
$1.2 Billion 0.16% of portfolio
16,864
Q4 2025 Added 48.74%
$0
$987 Million 0.13% of portfolio
4,492
Q4 2025 Reduced 1.56%
$0
$980 Million 0.13% of portfolio
10,600
Q4 2025 Added 13.79%
$0
$970 Million 0.13% of portfolio
19,179
Q4 2025 Added 20.54%
$0
$936 Million 0.13% of portfolio
11,058
Q4 2025 Added 12.54%
$0
$891 Million 0.12% of portfolio
8,109
Q4 2025 Reduced 4.94%
$0
$841 Million 0.11% of portfolio
1,234
Q4 2025 New
$0
$800 Million 0.11% of portfolio
4,189
Q4 2025 Added 203.33%
$0
$844 Million 0.11% of portfolio
17,692
Q4 2025 Reduced 6.72%
$0
$817 Million 0.11% of portfolio
5,691
Q4 2025 Added 136.34%
$0
$710 Million 0.1% of portfolio
7,805
Q4 2025 Added 16.75%
$0
$605 Million 0.08% of portfolio
6,936
Q4 2025 Reduced 8.08%
$0
$603 Million 0.08% of portfolio
16,134
Q4 2025 Reduced 7.5%
$0
$545 Million 0.07% of portfolio
22,668
Q4 2025 Added 0.1%
$24.1B
$506 Million 0.07% of portfolio
7,849
Q4 2025 Added 44.31%
$0
$450 Million 0.06% of portfolio
2,901
Q4 2025 Added 70.55%
$0
$360 Million 0.05% of portfolio
15,424
Q4 2025 Reduced 0.13%
$0
$348 Million 0.05% of portfolio
6,593
Q4 2025 Added 5.52%
$0
$369 Million 0.05% of portfolio
6,149
Q4 2025 Added 22.64%
$0
$285 Million 0.04% of portfolio
5,293
Q4 2025 Added 22.84%
$0
$298 Million 0.04% of portfolio
3,618
Q2 2023 Reduced 75.0%

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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