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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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