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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$985 Million 0.14% of portfolio
4,563
Q3 2025 Reduced 2.96%
$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%
$0
$949 Million 0.13% of portfolio
8,530
Q3 2025 Reduced 36.49%
$23.5B
$936 Million 0.13% of portfolio
1,597
Q3 2025 Reduced 2.14%
$222B
$971 Million 0.13% of portfolio
2,002
Q3 2025 Reduced 80.81%
$0
$914 Million 0.13% of portfolio
18,966
Q3 2025 Added 11.39%
$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%
$0
$853 Million 0.12% of portfolio
9,315
Q3 2025 Reduced 11.41%
$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%
Rbb Fd Inc
-
$836 Million 0.12% of portfolio
-
Q3 2025 Added 6.53%
-
$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%
Barrick Mng Corp
-
$837 Million 0.12% of portfolio
-
Q3 2025 Reduced 9.25%
$18.7B
$851 Million 0.12% of portfolio
3,703
Q3 2025 Reduced 4.76%
$0
$894 Million 0.12% of portfolio
22,238
Q3 2025 Added 5.06%
$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%
$11B
$780 Million 0.11% of portfolio
9,193
Q3 2025 Added 15.74%
$0
$807 Million 0.11% of portfolio
15,911
Q3 2025 Added 26.06%
$277B
$773 Million 0.11% of portfolio
10,071
Q3 2025 Added 18.9%
$28.1B
$794 Million 0.11% of portfolio
15,753
Q3 2025 Added 4.22%
$0
$820 Million 0.11% of portfolio
9,826
Q3 2025 Added 2.43%
$15.1B
$813 Million 0.11% of portfolio
5,821
Q3 2025 Added 2.1%
$190B
$787 Million 0.11% of portfolio
49,343
Q3 2025 Reduced 1.22%
$18.9B
$788 Million 0.11% of portfolio
5,954
Q3 2025 Reduced 28.1%
$283B
$786 Million 0.11% of portfolio
6,130
Q3 2025 Added 18.23%
$1.46T
$776 Million 0.11% of portfolio
2,780
Q3 2025 Added 2.66%
$20.6B
$811 Million 0.11% of portfolio
22,728
Q3 2025 Added 49.78%
$0
$769 Million 0.11% of portfolio
11,338
Q3 2025 Added 46.92%
$17.7B
$793 Million 0.11% of portfolio
8,037
Q3 2025 Added 0.32%
$31.5B
$787 Million 0.11% of portfolio
10,787
Q3 2025 Added 0.38%

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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