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 ETFs Only

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%
$0
$20 Billion 2.75% of portfolio
191,257
Q3 2025 Reduced 5.06%
$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%
$0
$10.2 Billion 1.41% of portfolio
218,943
Q3 2025 Added 3.79%
$11.9B
$7.48 Billion 1.03% of portfolio
97,867
Q3 2025 Added 33.21%
$0
$6.08 Billion 0.84% of portfolio
140,508
Q3 2025 Added 53.28%
$0
$5.78 Billion 0.8% of portfolio
124,723
Q3 2025 Added 17.2%
$0
$5.4 Billion 0.74% of portfolio
240,569
Q3 2025 Added 1.62%
$0
$4.58 Billion 0.63% of portfolio
198,020
Q3 2025 Reduced 29.85%
$0
$4.35 Billion 0.6% of portfolio
161,292
Q3 2025 Added 49.45%
$0
$4.21 Billion 0.58% of portfolio
43,676
Q3 2025 Added 6.43%
$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%
$0
$3.91 Billion 0.54% of portfolio
5,847
Q3 2025 Added 3.91%
$0
$3.47 Billion 0.48% of portfolio
52,261
Q3 2025 Added 218.28%
$0
$3.03 Billion 0.42% of portfolio
41,275
Q3 2025 Added 4.29%
$0
$2.64 Billion 0.36% of portfolio
42,005
Q3 2025 Reduced 6.06%
$0
$2.35 Billion 0.32% of portfolio
24,875
Q3 2025 Reduced 55.36%
$0
$2.06 Billion 0.28% of portfolio
68,146
Q3 2025 Added 1.42%
$0
$1.8 Billion 0.25% of portfolio
2,945
Q3 2025 Reduced 0.74%
$0
$1.42 Billion 0.2% of portfolio
54,952
Q3 2025 New
$0
$1.36 Billion 0.19% of portfolio
26,125
Q3 2025 Added 44.64%
$0
$1.37 Billion 0.19% of portfolio
27,050
Q3 2025 Added 3.11%
$0
$1.21 Billion 0.17% of portfolio
12,402
Q3 2025 Added 0.91%
$0
$1.24 Billion 0.17% of portfolio
2,072
Q3 2025 Reduced 2.08%
$0
$985 Million 0.14% of portfolio
4,563
Q3 2025 Reduced 2.96%
$0
$949 Million 0.13% of portfolio
8,530
Q3 2025 Reduced 36.49%
$0
$914 Million 0.13% of portfolio
18,966
Q3 2025 Added 11.39%
$0
$853 Million 0.12% of portfolio
9,315
Q3 2025 Reduced 11.41%
$0
$894 Million 0.12% of portfolio
22,238
Q3 2025 Added 5.06%
$0
$807 Million 0.11% of portfolio
15,911
Q3 2025 Added 26.06%
$0
$820 Million 0.11% of portfolio
9,826
Q3 2025 Added 2.43%
$0
$769 Million 0.11% of portfolio
11,338
Q3 2025 Added 46.92%
$0
$659 Million 0.09% of portfolio
17,442
Q3 2025 Reduced 8.1%
$0
$674 Million 0.09% of portfolio
7,546
Q3 2025 New
$0
$593 Million 0.08% of portfolio
6,685
Q3 2025 Added 3.8%
$0
$557 Million 0.08% of portfolio
1,161
Q3 2025 Added 2.65%
$0
$527 Million 0.07% of portfolio
22,645
Q3 2025 Added 0.16%
$0
$332 Million 0.05% of portfolio
6,248
Q3 2025 Added 9.96%
$0
$339 Million 0.05% of portfolio
2,408
Q3 2025 Reduced 0.99%
$0
$331 Million 0.05% of portfolio
3,654
Q3 2025 New
$0
$362 Million 0.05% of portfolio
15,444
Q3 2025 Reduced 0.43%
$0
$352 Million 0.05% of portfolio
3,160
Q3 2025 Reduced 14.08%
$0
$333 Million 0.05% of portfolio
4,104
Q3 2025 New
$0
$258 Million 0.04% of portfolio
1,381
Q2 2025 Reduced 7.87%
$0
$301 Million 0.04% of portfolio
5,014
Q3 2025 New
$0
$306 Million 0.04% of portfolio
3,075
Q3 2025 Reduced 5.65%
$0
$290 Million 0.04% of portfolio
3,618
Q2 2023 Reduced 75.0%

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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