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
$0
$26.9 Billion 3.7% of portfolio
292,843
Q3 2025 Reduced 12.9%
$3.78T
$24 Billion 3.3% of portfolio
46,258
Q3 2025 Added 1.3%
$465B
$22.6 Billion 3.12% of portfolio
121,228
Q3 2025 Added 43.34%
$0
$20 Billion 2.75% of portfolio
191,257
Q3 2025 Reduced 5.06%
$2.39T
$17 Billion 2.35% of portfolio
77,519
Q3 2025 Reduced 10.0%
$593B
$15.9 Billion 2.2% of portfolio
56,655
Q3 2025 Reduced 12.09%
$0
$14.1 Billion 1.95% of portfolio
330,631
Q3 2025 Added 11.18%
$0
$11.2 Billion 1.54% of portfolio
202,262
Q3 2025 Added 16.9%
$1.65T
$10.8 Billion 1.48% of portfolio
44,261
Q3 2025 Added 4.07%
$533B
$10.6 Billion 1.47% of portfolio
31,181
Q3 2025 Reduced 8.93%
$0
$10.2 Billion 1.41% of portfolio
218,943
Q3 2025 Added 3.79%
$4.3T
$9.58 Billion 1.32% of portfolio
37,614
Q3 2025 Added 10.32%
$49.1B
$8.61 Billion 1.19% of portfolio
7,185
Q3 2025 Reduced 7.94%
$174B
$8.58 Billion 1.18% of portfolio
57,768
Q3 2025 Reduced 16.53%
$1.37T
$8.44 Billion 1.16% of portfolio
11,487
Q3 2025 Added 15.3%
$1.29T
$8.35 Billion 1.15% of portfolio
18,770
Q3 2025 Added 8.96%
$1.74T
$7.98 Billion 1.1% of portfolio
32,772
Q3 2025 Reduced 18.02%
$11.9B
$7.48 Billion 1.03% of portfolio
97,867
Q3 2025 Added 33.21%
$512B
$7.46 Billion 1.03% of portfolio
13,112
Q3 2025 Reduced 5.8%
$971B
$6.62 Billion 0.91% of portfolio
8,680
Q3 2025 Reduced 4.04%
$0
$6.08 Billion 0.84% of portfolio
140,508
Q3 2025 Added 53.28%
$522B
$6.12 Billion 0.84% of portfolio
33,022
Q3 2025 Added 11.12%
$0
$5.78 Billion 0.8% of portfolio
124,723
Q3 2025 Added 17.2%
$172B
$5.56 Billion 0.77% of portfolio
126,442
Q3 2025 Added 5.56%
$0
$5.4 Billion 0.74% of portfolio
240,569
Q3 2025 Added 1.62%
$881B
$5.33 Billion 0.73% of portfolio
16,898
Q3 2025 Reduced 1.42%
$317B
$4.62 Billion 0.64% of portfolio
55,098
Q3 2025 Added 4.09%
$0
$4.58 Billion 0.63% of portfolio
198,020
Q3 2025 Reduced 29.85%
$662B
$4.6 Billion 0.63% of portfolio
9,152
Q3 2025 Added 1.69%
$55.6B
$4.45 Billion 0.61% of portfolio
30,406
Q3 2025 Reduced 10.16%
$0
$4.35 Billion 0.6% of portfolio
161,292
Q3 2025 Added 49.45%
$228B
$4.38 Billion 0.6% of portfolio
32,668
Q3 2025 Reduced 26.94%
$237B
$4.33 Billion 0.6% of portfolio
26,704
Q3 2025 Reduced 22.44%
$0
$4.21 Billion 0.58% of portfolio
43,676
Q3 2025 Added 6.43%
$114B
$4.18 Billion 0.58% of portfolio
19,361
Q3 2025 Added 9.17%
$319B
$4.22 Billion 0.58% of portfolio
61,746
Q3 2025 Reduced 2.86%
$414B
$4.18 Billion 0.58% of portfolio
18,052
Q3 2025 Added 0.26%
$97.3B
$4.13 Billion 0.57% of portfolio
48,826
Q3 2025 Reduced 3.94%
$169B
$4.15 Billion 0.57% of portfolio
4,509
Q3 2025 Reduced 9.04%
$258B
$4.07 Billion 0.56% of portfolio
24,350
Q3 2025 Reduced 5.56%
$0
$4.1 Billion 0.56% of portfolio
48,706
Q3 2025 Reduced 13.88%
$0
$4 Billion 0.55% of portfolio
38,673
Q3 2025 Added 6.26%
$303B
$4 Billion 0.55% of portfolio
25,729
Q3 2025 Added 12.58%
$0
$3.91 Billion 0.54% of portfolio
5,847
Q3 2025 Added 3.91%
$152B
$3.88 Billion 0.53% of portfolio
15,725
Q3 2025 Reduced 9.5%
$45.2B
$3.68 Billion 0.51% of portfolio
6,481
Q3 2025 Reduced 9.8%
$128B
$3.72 Billion 0.51% of portfolio
39,022
Q3 2025 Added 0.83%
$204B
$3.61 Billion 0.5% of portfolio
25,707
Q3 2025 Added 114.51%
$0
$3.47 Billion 0.48% of portfolio
52,261
Q3 2025 Added 218.28%

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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