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
$193B
$3.48 Billion 0.48% of portfolio
30,375
Q3 2025 Reduced 8.58%
$367B
$3.45 Billion 0.48% of portfolio
8,523
Q3 2025 Added 9.89%
$57.4B
$3.33 Billion 0.46% of portfolio
5,213
Q3 2025 Reduced 7.08%
$0
$3.35 Billion 0.46% of portfolio
24,297
Q3 2025 Added 1,108.81%
$72.4B
$3.19 Billion 0.44% of portfolio
8,949
Q3 2025 Reduced 15.8%
$187B
$3.07 Billion 0.42% of portfolio
18,439
Q3 2025 Reduced 2.92%
$0
$3.03 Billion 0.42% of portfolio
41,275
Q3 2025 Added 4.29%
$413B
$3 Billion 0.41% of portfolio
58,211
Q3 2025 Added 2.6%
$151B
$2.88 Billion 0.4% of portfolio
8,151
Q3 2025 Reduced 39.66%
-
$2.78 Billion 0.38% of portfolio
-
Q3 2025 Added 2.02%
$109B
$2.74 Billion 0.38% of portfolio
49,415
Q3 2025 Added 18.39%
$270B
$2.7 Billion 0.37% of portfolio
37,767
Q3 2025 Added 4.45%
$150B
$2.7 Billion 0.37% of portfolio
45,607
Q3 2025 Added 3.21%
$0
$2.64 Billion 0.36% of portfolio
42,005
Q3 2025 Reduced 6.06%
$490B
$2.55 Billion 0.35% of portfolio
22,626
Q3 2025 Added 10.65%
$342B
$2.45 Billion 0.34% of portfolio
13,447
Q3 2025 Reduced 1.91%
$59.7B
$2.31 Billion 0.32% of portfolio
4,692
Q3 2025 New
$103B
$2.34 Billion 0.32% of portfolio
31,052
Q3 2025 Added 3.72%
$0
$2.35 Billion 0.32% of portfolio
24,875
Q3 2025 Reduced 55.36%
$181B
$2.35 Billion 0.32% of portfolio
23,983
Q3 2025 Added 265.54%
$346B
$2.26 Billion 0.31% of portfolio
14,685
Q3 2025 Added 2.9%
$197B
$2.24 Billion 0.31% of portfolio
10,924
Q3 2025 Added 2.02%
$181B
$2.14 Billion 0.3% of portfolio
75,854
Q3 2025 Added 0.48%
$67.6B
$2.18 Billion 0.3% of portfolio
45,137
Q3 2025 Added 6.38%
$147B
$2.13 Billion 0.29% of portfolio
21,859
Q3 2025 New
$46.4B
$2.1 Billion 0.29% of portfolio
8,728
Q3 2025 Reduced 41.35%
$182B
$2.11 Billion 0.29% of portfolio
3,090
Q3 2025 Added 285.77%
$46.9B
$2.07 Billion 0.29% of portfolio
17,036
Q3 2025 Reduced 41.34%
$141B
$2.01 Billion 0.28% of portfolio
79,076
Q3 2025 Added 15.01%
$235B
$2.05 Billion 0.28% of portfolio
24,471
Q3 2025 Added 14.93%
$27.7B
$2.02 Billion 0.28% of portfolio
23,990
Q3 2025 Reduced 9.42%
$0
$2.06 Billion 0.28% of portfolio
68,146
Q3 2025 Added 1.42%
$156B
$1.97 Billion 0.27% of portfolio
17,741
Q3 2025 Added 1.64%
$94.5B
$1.94 Billion 0.27% of portfolio
5,688
Q3 2025 Reduced 3.05%
$405B
$1.94 Billion 0.27% of portfolio
2,006
Q3 2025 Reduced 2.86%
$76.2B
$1.92 Billion 0.27% of portfolio
30,804
Q3 2025 Reduced 9.77%
$224B
$1.94 Billion 0.27% of portfolio
6,380
Q3 2025 Added 6.62%
$53.1B
$1.96 Billion 0.27% of portfolio
6,161
Q3 2025 Added 11.45%
$404B
$1.95 Billion 0.27% of portfolio
2,106
Q3 2025 Reduced 4.1%
$9.97B
$1.92 Billion 0.26% of portfolio
9,236
Q3 2025 Reduced 9.4%
$68.7B
$1.91 Billion 0.26% of portfolio
22,894
Q3 2025 Added 19.87%
$7.8B
$1.83 Billion 0.25% of portfolio
14,237
Q3 2025 Reduced 13.61%
$266B
$1.83 Billion 0.25% of portfolio
6,479
Q3 2025 Reduced 0.54%
$291B
$1.83 Billion 0.25% of portfolio
3,835
Q3 2025 Reduced 16.19%
$0
$1.8 Billion 0.25% of portfolio
2,945
Q3 2025 Reduced 0.74%
$96.7B
$1.71 Billion 0.24% of portfolio
33,832
Q3 2025 Added 3.64%
$57.5B
$1.73 Billion 0.24% of portfolio
6,353
Q3 2025 Added 2.45%
$113B
$1.68 Billion 0.23% of portfolio
17,763
Q3 2025 Added 7.66%
$279B
$1.57 Billion 0.22% of portfolio
5,887
Q3 2025 Reduced 5.14%

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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