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.
Stock Holdings Table Market Cap. of $200 Billions or more
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